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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
+$459M
2
RJA
Raymond James & Associates
Florida
+$269M
3
BlackRock
BlackRock
New York
+$136M
4
LPL Financial
LPL Financial
California
+$54.9M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$53.8M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$97.1M
2
SG Americas Securities
SG Americas Securities
New York
-$91.1M
3
TEE
Tibra Equities Europe
United Kingdom
-$91.1M
4
SS
Simplicity Solutions
Minnesota
-$57.8M
5
ACG
Arch Capital Group
Bermuda
-$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
476
Comerica Bank
Texas
$469K -$27.5K -158 -6%
HSA
477
HBK Sorce Advisory
Pennsylvania
$466K +$144K +893 +45%
PJSIMP
478
P.J. Schmidt Investment Management (PJS)
Wisconsin
$453K -$12.7K -73 -3%
FIG
479
FundX Investment Group
California
$448K -$3.51M -21,833 -89%
SWAG
480
Spectrum Wealth Advisory Group
California
$447K -$8.04K -50 -2%
TI
481
Trexquant Investment
Connecticut
$446K +$171K +1,065 +62%
PCA
482
Personal Capital Advisors
California
$445K +$60K +373 +16%
GVAG
483
Great Valley Advisor Group
Delaware
$444K -$129K -802 -22%
WANY
484
Wealthspire Advisors (New York)
New York
$444K +$444K +2,759 New
SFM
485
Signet Financial Management
New Jersey
$442K -$106K -657 -19%
MFG
486
Merit Financial Group
Georgia
$440K – – –
VAS
487
Vestmark Advisory Solutions
Massachusetts
$439K -$134K -836 -23%
OPCM
488
Osborne Partners Capital Management
California
$438K – – –
PPP
489
Private Portfolio Partners
New Jersey
$429K +$429K +2,668 New
PCM
490
Parsons Capital Management
Rhode Island
$429K -$388K -2,409 -47%
KWM
491
Kingsview Wealth Management
Oregon
$428K -$21.8K -133 -5%
BFEC
492
Benjamin F. Edwards & Company
Missouri
$426K +$297K +1,848 +231%
HWM
493
Hemington Wealth Management
Virginia
$425K – – –
MA
494
Mezzasalma Advisors
New Jersey
$416K +$21.2K +132 +5%
GI
495
Glovista Investments
New Jersey
$394K -$2.41K -15 -0.6%
BTWM
496
Baker Tilly Wealth Management
Wisconsin
$392K +$392K +2,435 New
AF
497
Allworth Financial
California
$389K -$54K -336 -12%
CWM
498
Collaborative Wealth Management
Florida
$382K +$382K +2,273 New
BHB
499
Bank Hapoalim BM
Israel
$376K – – –
WA
500
Wealth Alliance
New York
$376K +$376K +2,340 New
18 19
20
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