MTUM icon

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
$389M
2
CCMG
Clark Capital Management Group
Pennsylvania
$224M
3
SOMRS
State of Michigan Retirement System
Michigan
$289M
4
HI
Horizon Investments
North Carolina
$162M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.18B

Top Sellers

1
Citigroup
Citigroup
New York
$9.32M
2
GC
GFG Capital
Florida
$2.06M
3
BlackRock
BlackRock
New York
$305M
4
Bank of America
Bank of America
North Carolina
$451M
5
Morgan Stanley
Morgan Stanley
New York
$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
26
PFS Investments
Georgia
$107M +$65.1M +336,749 +156%
BDF
27
Balasa Dinverno & Foltz
$103M +$1.18M +6,717 +1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$101M +$6.12M +34,836 +6%
AWM
29
AE Wealth Management
Kansas
$94.6M +$52.3M +298,008 +124%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$89.4M +$727K +4,138 +0.8%
1WM
31
1900 Wealth Management
Texas
$85.1M -$2.09M -11,898 -2%
Truist Financial
32
Truist Financial
North Carolina
$76.3M +$2.16M +12,298 +3%
OPS
33
Orion Portfolio Solutions
Nebraska
$74.2M +$73.3M +417,439 +8,099%
FBFS
34
First Business Financial Services
Wisconsin
$69.6M +$2.23M +12,703 +3%
Allianz Asset Management
35
Allianz Asset Management
Germany
$65.4M +$2.36M +13,465 +4%
PSUF
36
People's United Financial
Connecticut
$63.9M -$242K -1,376 -0.4%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$63.7M -$23.7M -129,227 -27%
WCG
38
Wall Capital Group
Arizona
$62.9M +$614K +3,499 +1%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$62.6M -$14.8M -84,134 -19%
AIC
40
Ameritas Investment Company
Nebraska
$61.8M +$54.7M +311,644 +768%
TC
41
Trilogy Capital
California
$60.9M -$2.7M -15,397 -4%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$59.7M -$31.7M -180,756 -35%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$59M +$4.06M +23,102 +7%
IWC
44
Integrated Wealth Concepts
Massachusetts
$55.1M -$9.25M -52,694 -14%
Mariner
45
Mariner
Kansas
$54.2M +$1.84M +10,499 +4%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$53.9M -$1.28M -7,291 -2%
CFA
47
Carroll Financial Associates
North Carolina
$51.6M -$1.93M -10,980 -4%
RA
48
RFG Advisory
Alabama
$47.9M +$2.09M +11,876 +5%
COF
49
Capital One Financial
Virginia
$47M -$7.56M -43,054 -14%
MCWS
50
McKinley Carter Wealth Services
West Virginia
$45.1M +$1.57M +8,961 +4%
1
2
3 4 5