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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
$917M
2
RJA
Raymond James & Associates
Florida
$363M
3
BlackRock
BlackRock
New York
$322M
4
LPL Financial
LPL Financial
California
$272M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$53.8M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$78M
2
SG Americas Securities
SG Americas Securities
New York
$0
3
TEE
Tibra Equities Europe
United Kingdom
$0
4
SS
Simplicity Solutions
Minnesota
$360K
5
ACG
Arch Capital Group
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
26
Savant Capital
Illinois
$89.5M +$3.59M +22,348 +4%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$84.4M +$40.8M +253,443 +93%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$82.1M -$4.77M -29,668 -5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$81.6M -$4.3M -26,704 -5%
PPFA
30
Provida Pension Fund Administrator
Chile
$78M -$97.1M -623,670 -55%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$76.5M +$7.4M +45,977 +11%
TC
32
Trilogy Capital
California
$68.7M -$12.9M -80,306 -16%
Truist Financial
33
Truist Financial
North Carolina
$62.2M -$11M -68,430 -15%
PSUF
34
People's United Financial
Connecticut
$59.8M +$5.66M +35,165 +10%
FBFS
35
First Business Financial Services
Wisconsin
$59M +$2.66M +16,545 +5%
COF
36
Capital One Financial
Virginia
$58.4M -$3.85M -23,960 -6%
WCG
37
Wall Capital Group
Arizona
$58.1M +$219K +1,363 +0.4%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$53.8M +$53.8M +49,139 New
PAS
39
Park Avenue Securities
New York
$49.8M +$49.4M +306,832 +12,210%
CFA
40
Carroll Financial Associates
North Carolina
$48.8M +$1.48M +9,212 +3%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$47.9M +$4.11M +25,579 +9%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$47.4M -$866K -5,384 -2%
Mariner
43
Mariner
Kansas
$45.5M +$5.79M +35,996 +15%
Goldman Sachs
44
Goldman Sachs
New York
$44.7M +$37.1M +230,538 +488%
IWC
45
Integrated Wealth Concepts
Massachusetts
$42.8M +$6.71M +41,695 +19%
Allianz Asset Management
46
Allianz Asset Management
Germany
$39.9M +$39.9M +247,781 New
AI
47
AdvisorShares Investments
Maryland
$39.3M +$3.44M +21,389 +10%
DLIC
48
Daido Life Insurance Company
Japan
$38.9M – – –
MML Investors Services
49
MML Investors Services
Massachusetts
$38.5M +$19M +118,355 +98%
FFA
50
Fragasso Financial Advisors
Pennsylvania
$37.6M +$998K +6,203 +3%
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