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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
+$247M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$214M
3
SOMRS
State of Michigan Retirement System
Michigan
+$160M
4
HI
Horizon Investments
North Carolina
+$122M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$101M

Top Sellers

1
Citigroup
Citigroup
New York
-$134M
2
GC
GFG Capital
Florida
-$105M
3
BlackRock
BlackRock
New York
-$91.1M
4
Bank of America
Bank of America
North Carolina
-$82.2M
5
Morgan Stanley
Morgan Stanley
New York
-$77M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
476
Comerica Securities
Michigan
$365K -$2.63M -15,004 -88%
SFM
477
Signet Financial Management
New Jersey
$362K -$39.4K -224 -10%
CAL
478
Capital Advisors Ltd
Ohio
$362K – – –
PCM
479
Poehling Capital Management
Wisconsin
$361K – – –
BFA
480
Beaumont Financial Advisors
Massachusetts
$360K -$117K -664 -24%
SWM
481
Sculati Wealth Management
Michigan
$360K +$14.2K +81 +4%
OAM
482
Optimal Asset Management
California
$355K -$327K -1,863 -48%
W
483
WealthOne
New York
$355K +$9.14K +52 +3%
MMM
484
Mendel Money Management
Illinois
$347K +$5.62K +32 +2%
PPA
485
Parametric Portfolio Associates
Washington
$347K +$69K +393 +25%
WAS
486
Wealth Advisory Solutions
Indiana
$344K -$56.9K -324 -14%
FFG
487
Ford Financial Group
California
$344K +$701 +4 +0.2%
SWM
488
Sugarloaf Wealth Management
Georgia
$335K -$351 -2 -0.1%
AWA
489
Arkadios Wealth Advisors
Georgia
$327K -$10.5K -60 -3%
VWM
490
Vigilare Wealth Management
Arizona
$326K +$27.1K +154 +9%
NDSI
491
Newman Dignan & Sheerar Inc
Rhode Island
$321K – – –
CG
492
Cutler Group
California
$316K +$246K +1,400 +350%
CAAS
493
Capital Asset Advisory Services
Michigan
$314K +$156K +889 +99%
SP
494
Successful Portfolios
Florida
$313K -$205K -1,167 -40%
SFG
495
Summit Financial Group
West Virginia
$310K – – –
BAAM
496
Baker Avenue Asset Management
California
$304K +$30.8K +176 +11%
SWP
497
Summit Wealth Partners
Florida
$304K +$6.15K +35 +2%
TCM
498
TD Capital Management
Tennessee
$295K +$3.34K +19 +1%
WCA
499
Westover Capital Advisors
Delaware
$293K +$351 +2 +0.1%
AWM
500
Apollon Wealth Management
South Carolina
$293K +$78.4K +446 +37%
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