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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
$141M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$124M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$82.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.07B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$320M

Top Sellers

1
AIC
Ameritas Investment Company
Nebraska
$65.4M
2
USAA
United Services Automobile Association
Texas
$0
3
Victory Capital Management
Victory Capital Management
Texas
$0
4
AI
AdvisorShares Investments
Maryland
$0
5
Goldman Sachs
Goldman Sachs
New York
$9.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
26
Balasa Dinverno & Foltz
$101M +$59.1K +341 +0.1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$93.3M +$5.36M +30,931 +6%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$90.3M -$710K -4,095 -0.8%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$87.6M -$910K -5,246 -1%
1WM
30
1900 Wealth Management
Texas
$86.1M -$5.39M -31,062 -6%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$82.6M +$81.3M +469,983 +6,504%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$76.4M -$6.02M -34,728 -7%
Truist Financial
33
Truist Financial
North Carolina
$73.2M +$6.08M +35,072 +9%
FBFS
34
First Business Financial Services
Wisconsin
$66.5M +$2.84M +16,385 +4%
AIC
35
Ameritas Investment Company
Nebraska
$65.4M -$216M -133,989 -77%
IWC
36
Integrated Wealth Concepts
Massachusetts
$63.6M +$17.4M +100,550 +38%
PSUF
37
People's United Financial
Connecticut
$63.3M -$1.18M -6,792 -2%
TC
38
Trilogy Capital
California
$63.2M -$11.3M -64,815 -15%
Allianz Asset Management
39
Allianz Asset Management
Germany
$62.2M +$19.2M +110,954 +45%
WCG
40
Wall Capital Group
Arizona
$61.5M -$1.15M -6,628 -2%
PAS
41
Park Avenue Securities
New York
$57.2M +$3.52M +20,307 +7%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$54.5M +$2.86M +16,498 +6%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$54.3M +$3.15M +18,145 +6%
COF
44
Capital One Financial
Virginia
$53.9M -$9.11M -52,517 -14%
CFA
45
Carroll Financial Associates
North Carolina
$52.8M +$196K +1,131 +0.4%
Mariner
46
Mariner
Kansas
$51.7M +$2.64M +15,215 +5%
RA
47
RFG Advisory
Alabama
$45.3M +$10.2M +58,613 +29%
MCWS
48
McKinley Carter Wealth Services
West Virginia
$43M +$3.05M +17,615 +8%
DLIC
49
Daido Life Insurance Company
Japan
$41.9M – – –
AWM
50
AE Wealth Management
Kansas
$41.8M +$8.1M +46,711 +24%
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