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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

687 hedge funds and large institutions have $11.2B invested in iShares MSCI USA Momentum Factor ETF in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 304 increasing their positions, 227 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
11.99%
Holding in Top 10
95
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.66%
New
72
Increased
304
Reduced
227
Closed
63
Calls
$7.43M
Puts
$3.61M
Net Calls
+$3.82M
Net Calls Change
+$27.7M

Top Buyers

1
Citigroup
Citigroup
New York
+$130M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$110M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$81.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$79.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.5M

Top Sellers

1
AIC
Ameritas Investment Company
Nebraska
-$216M
2
USAA
United Services Automobile Association
Texas
-$94.6M
3
Victory Capital Management
Victory Capital Management
Texas
-$94.6M
4
AI
AdvisorShares Investments
Maryland
-$39.3M
5
Goldman Sachs
Goldman Sachs
New York
-$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
451
Global Retirement Partners
California
$581K -$44.6K -257 -7%
ACG
452
Allen Capital Group
Nebraska
$580K – – –
BSW
453
Buckingham Strategic Wealth
Missouri
$573K -$347 -2 -0.1%
JPLA
454
Joseph P. Lucia & Associates
New York
$570K -$59.8K -345 -9%
CC
455
Copperleaf Capital
North Carolina
$570K -$3.12K -18 -0.5%
BTWM
456
Baker Tilly Wealth Management
Wisconsin
$570K +$148K +852 +35%
BOPW
457
Brandywine Oak Private Wealth
Pennsylvania
$563K +$5.89K +34 +1%
CAM
458
Cidel Asset Management
Ontario, Canada
$549K -$230K -1,325 -30%
WA
459
WBH Advisory
Maryland
$549K -$25.1K -143 -4%
SAG
460
Spotlight Asset Group
Illinois
$541K -$77.6K -447 -13%
FHA
461
First Horizon Advisors
Tennessee
$541K +$148K +854 +38%
OPWM
462
Oxinas Partners Wealth Management
Indiana
$534K -$30.4K -175 -5%
FDCDDQ
463
Federation des caisses Desjardins du Quebec
Quebec, Canada
$532K -$10.4K -60 -2%
MFG
464
Merit Financial Group
Georgia
$527K +$53.2K +307 +11%
AMCA
465
Arthur M. Cohen & Associates
Illinois
$515K -$129K -746 -20%
GVAG
466
Great Valley Advisor Group
Delaware
$514K +$35.5K +205 +7%
SP
467
Successful Portfolios
Florida
$512K -$53.4K -308 -9%
TFA
468
Tranquilli Financial Advisor
New Jersey
$512K +$512K +2,955 New
CP
469
Castleview Partners
Texas
$511K +$511K +2,946 New
RF
470
Rollins Financial
Georgia
$508K -$35.6K -205 -7%
PWAG
471
Polaris Wealth Advisory Group
California
$504K -$68K -391 -12%
GCP
472
GSA Capital Partners
United Kingdom
$500K +$500K +2,885 New
HSA
473
HBK Sorce Advisory
Pennsylvania
$498K -$4.86K -28 -1%
SRC
474
Shufro Rose & Co
New York
$495K +$160K +924 +48%
PJSIMP
475
P.J. Schmidt Investment Management (PJS)
Wisconsin
$489K +$32.4K +185 +7%
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