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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

653 hedge funds and large institutions have $11.2B invested in iShares MSCI USA Momentum Factor ETF in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 247 increasing their positions, 258 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
-34
Holders Change %
-4.95%
% of All Funds
11.47%
Holding in Top 10
94
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.05%
% of All Funds
1.65%
New
59
Increased
247
Reduced
258
Closed
78
Calls
$6.43M
Puts
$3.98M
Net Calls
+$2.46M
Net Calls Change
-$1.36M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$247M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$214M
3
SOMRS
State of Michigan Retirement System
Michigan
+$160M
4
HI
Horizon Investments
North Carolina
+$122M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$101M

Top Sellers

1
Citigroup
Citigroup
New York
-$134M
2
GC
GFG Capital
Florida
-$105M
3
BlackRock
BlackRock
New York
-$91.1M
4
Bank of America
Bank of America
North Carolina
-$82.2M
5
Morgan Stanley
Morgan Stanley
New York
-$77M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
451
Biltmore Capital Advisors
New Jersey
$435K -$2.8M -15,967 -87%
VAS
452
Vestmark Advisory Solutions
Massachusetts
$435K -$22.3K -127 -5%
KWM
453
Kingsview Wealth Management
Oregon
$435K -$15.5K -88 -3%
MIH
454
Meitav Investment House
Israel
$434K – – –
SG
455
StoneX Group
New York
$431K -$26.7K -152 -6%
QCM
456
Quest Capital Management
Texas
$430K +$430K +2,448 New
RIA
457
Regal Investment Advisors
Michigan
$425K -$1.02M -5,791 -71%
Simplex Trading
458
Simplex Trading
Illinois
$425K – – –
USCWA
459
U.S. Capital Wealth Advisors
Texas
$425K +$425K +2,418 New
RIM
460
Regent Investment Management
Kentucky
$408K +$21.6K +123 +6%
LSA
461
Lion Street Advisors
Texas
$406K +$406K +2,307 New
PCM
462
Parsons Capital Management
Rhode Island
$403K -$35.8K -204 -8%
Prudential Financial
463
Prudential Financial
New Jersey
$402K -$3.2M -17,658 -89%
APC
464
Aspire Private Capital
North Carolina
$402K -$39.5K -225 -9%
MWM
465
Meridian Wealth Management
Kentucky
$400K +$42.4K +242 +12%
BHB
466
Bank Hapoalim BM
Israel
$395K -$15.8K -90 -4%
PCA
467
Personal Capital Advisors
California
$394K -$98.8K -562 -20%
FPW
468
Flagship Private Wealth
Massachusetts
$389K +$1.76K +10 +0.5%
LBA
469
Lowell Blake & Associates
Massachusetts
$386K – – –
IWN
470
Independent Wealth Network
Iowa
$385K +$385K +1,986 New
LF
471
LifeSteps Financial
California
$384K – – –
TSA
472
Tri-Star Advisors
Texas
$377K -$2.48M -13,649 -87%
BFPW
473
BOK Financial Private Wealth
Colorado
$377K -$27.8K -158 -7%
JCM
474
Jacobi Capital Management
Pennsylvania
$369K +$4.74K +27 +1%
SMA
475
Sage Mountain Advisors
Georgia
$366K -$5.27K -30 -1%
17 18
19
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