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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
+$130M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$110M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$81.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$79.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.5M

Top Sellers

1
AIC
Ameritas Investment Company
Nebraska
-$216M
2
USAA
United Services Automobile Association
Texas
-$94.6M
3
Victory Capital Management
Victory Capital Management
Texas
-$94.6M
4
AI
AdvisorShares Investments
Maryland
-$39.3M
5
Goldman Sachs
Goldman Sachs
New York
-$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
476
Personal Capital Advisors
California
$486K +$6.24K +36 +1%
AF
477
Allworth Financial
California
$484K +$64K +369 +15%
SWAG
478
Spectrum Wealth Advisory Group
California
$482K +$173 +1 +0%
PPP
479
Private Portfolio Partners
New Jersey
$476K +$12.7K +73 +3%
OPCM
480
Osborne Partners Capital Management
California
$473K – – –
HA
481
HYA Advisors
Missouri
$463K +$123K +710 +36%
CWA
482
Centennial Wealth Advisory
Michigan
$461K +$171K +985 +59%
HWM
483
Hemington Wealth Management
Virginia
$459K – – –
BFEC
484
Benjamin F. Edwards & Company
Missouri
$458K -$1.04K -6 -0.2%
SS
485
Simplicity Solutions
Minnesota
$458K +$69.9K +403 +18%
Betterment LLC
486
Betterment LLC
New York
$454K +$74.1K +427 +20%
UA
487
Unison Advisors
District of Columbia
$454K +$454K +2,616 New
BFA
488
Beaumont Financial Advisors
Massachusetts
$453K +$231K +1,380 +104%
VAS
489
Vestmark Advisory Solutions
Massachusetts
$452K -$22K -127 -5%
SG
490
StoneX Group
New York
$452K +$105K +603 +30%
TPWA
491
TRUE Private Wealth Advisors
Oregon
$447K +$149K +863 +50%
IWA
492
IBEX Wealth Advisors
New Jersey
$446K +$446K +2,572 New
KWM
493
Kingsview Wealth Management
Oregon
$445K -$9.2K -53 -2%
MA
494
Mezzasalma Advisors
New Jersey
$443K -$5.2K -30 -1%
APC
495
Aspire Private Capital
North Carolina
$436K +$315K +1,816 +261%
PCM
496
Parsons Capital Management
Rhode Island
$433K -$28.9K -167 -6%
MIH
497
Meitav Investment House
Israel
$428K -$3.27M -18,860 -88%
Simplex Trading
498
Simplex Trading
Illinois
$424K -$1.5M -8,679 -78%
TI
499
Trexquant Investment
Connecticut
$424K -$56.6K -326 -12%
EWA
500
EP Wealth Advisors
California
$421K -$104K -602 -20%
18 19
20
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