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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

685 hedge funds and large institutions have $10.1B invested in iShares MSCI USA Momentum Factor ETF in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 276 increasing their positions, 218 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+46
Holders Change %
+7.2%
% of All Funds
12.06%
Holding in Top 10
95
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-10.38%
% of All Funds
1.67%
New
123
Increased
276
Reduced
218
Closed
71
Calls
$23.1M
Puts
$47.1M
Net Calls
-$23.9M
Net Calls Change
-$11.3M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$459M
2
RJA
Raymond James & Associates
Florida
+$269M
3
BlackRock
BlackRock
New York
+$136M
4
LPL Financial
LPL Financial
California
+$54.9M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$53.8M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$97.1M
2
SG Americas Securities
SG Americas Securities
New York
-$91.1M
3
TEE
Tibra Equities Europe
United Kingdom
-$91.1M
4
SS
Simplicity Solutions
Minnesota
-$57.8M
5
ACG
Arch Capital Group
Bermuda
-$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
451
Global Retirement Partners
California
$580K +$20.4K +127 +4%
VR
452
Viridian RIA
Washington
$579K -$581K -3,600 Closed
SAG
453
Spotlight Asset Group
Illinois
$573K -$49.7K -309 -8%
VFA
454
Valeo Financial Advisors
Indiana
$566K -$28.8K -179 -5%
PWAG
455
Polaris Wealth Advisory Group
California
$561K +$86.6K +508 +18%
CCA
456
Clearwater Capital Advisors
Illinois
$548K -$97.9K -608 -15%
KWM
457
Keebeck Wealth Management
Illinois
$545K +$545K +3,388 New
FHA
458
Flagship Harbor Advisors
Massachusetts
$543K -$10.8K -67 -2%
ACG
459
Allen Capital Group
Nebraska
$538K +$5.79K +36 +1%
BSW
460
Buckingham Strategic Wealth
Missouri
$532K +$8.69K +54 +2%
CC
461
Copperleaf Capital
North Carolina
$531K +$531K +3,303 New
Belvedere Trading
462
Belvedere Trading
Illinois
$530K -$178K -1,106 -25%
AIC
463
Ayalon Insurance Company
Israel
$530K +$203K +1,240 +62%
WA
464
WBH Advisory
Maryland
$526K -$175K -1,091 -25%
SP
465
Successful Portfolios
Florida
$524K +$295K +1,834 +129%
OPWM
466
Oxinas Partners Wealth Management
Indiana
$523K -$1.13K -7 -0.2%
OPS
467
Orion Portfolio Solutions
Nebraska
$520K -$44K -274 -8%
BOPW
468
Brandywine Oak Private Wealth
Pennsylvania
$517K +$200K +1,241 +63%
TCWM
469
Total Clarity Wealth Management
Illinois
$511K +$511K +3,178 New
RF
470
Rollins Financial
Georgia
$504K -$5.63K -35 -1%
FDCDDQ
471
Federation des caisses Desjardins du Quebec
Quebec, Canada
$503K -$483 -3 -0.1%
AFA
472
Atlanta Financial Associates
Georgia
$493K – – –
ATC
473
Argent Trust Co
Tennessee
$491K -$32.2K -200 -6%
EWA
474
EP Wealth Advisors
California
$487K +$257K +1,600 +112%
FNBTCON
475
First National Bank & Trust Co of Newtown
Pennsylvania
$470K +$67.1K +417 +17%
17 18
19
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