iShares MSCI USA Momentum Factor ETF
MTUM
690 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, 228 reducing their positions, and 63 closing their positions.
106% more call options, than puts
Call options by funds: $7.43M | Put options by funds: $3.61M
33% more repeat investments, than reductions
Existing positions increased: 304 | Existing positions reduced: 228
14% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 63
10% more capital invested
Capital invested by funds: $10.1B → $11.2B (+$1.05B)
0.9% more ownership
Funds ownership: 72.44% → 73.33% (+0.9%)
0% more funds holding
Funds holding: 688 → 690 (+2)
0% more funds holding in top 10
Funds holding in top 10: 95 → 95 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$127M |
| 2 |
GC
GFG Capital
Miami,
Florida
|
+$93.7M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$79.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$77.6M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$63.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$94.6M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$94.6M |
| 3 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
-$39.3M |
| 4 |
Goldman Sachs
New York
|
-$38M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$37.6M |
MTUM Hedge Fund Activity: Q2 2021 in Review
690 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q2 2021, worth a combined $11.2B — up 10% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new MTUM positions and 63 closed out — a net gain of 9 holders — while 304 added to existing stakes and 228 trimmed.
The largest buyer was Citigroup, adding an estimated $127M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $94.6M sold.
- 690 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q2 2021, up from 688 in Q1 2021.
- Funds reported $11.2B of iShares MSCI USA Momentum Factor ETF stock for Q2 2021, up 10% quarter-over-quarter.
- 72 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q2 2021 and 63 closed out, a net change of +9 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q2 2021 was Citigroup, an estimated $127M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q2 2021 was United Services Automobile Association, an estimated $94.6M sold.
Based on aggregated 13F filings for Q2 2021.