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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 %
RIM
501
Regent Investment Management
Kentucky
$371K +$8.85K +55 +2%
FPW
502
Flagship Private Wealth
Massachusetts
$366K +$21.4K +129 +6%
FHA
503
First Horizon Advisors
Tennessee
$365K +$303K +1,889 +492%
SS
504
Simplicity Solutions
Minnesota
$360K -$57.8M -359,665 -99%
AWA
505
Arete Wealth Advisors
Illinois
$356K -$36.3K -226 -9%
HTC
506
Haverford Trust Company
Pennsylvania
$355K +$355K +2,208 New
LF
507
LifeSteps Financial
California
$352K – – –
Betterment LLC
508
Betterment LLC
New York
$352K +$352K +2,189 New
WP
509
WealthPLAN Partners
Nebraska
$350K +$13.1K +78 +4%
MCM
510
MAI Capital Management
Ohio
$345K +$10.3K +64 +3%
SWP
511
Summit Wealth Partners
Florida
$342K -$89.7K -558 -21%
EL
512
EQ LLC
Washington
$340K +$340K +2,115 New
MMM
513
Mendel Money Management
Illinois
$336K +$58.6K +364 +21%
JCM
514
Jacobi Capital Management
Pennsylvania
$333K -$145K -900 -30%
CAL
515
Capital Advisors Ltd
Ohio
$332K – – –
PCM
516
Poehling Capital Management
Wisconsin
$330K +$330K +2,054 New
AL
517
Aspiriant LLC
California
$325K – – –
SFG
518
Summit Financial Group
West Virginia
$324K -$49.5K -308 -13%
ACP
519
Arcus Capital Partners
Georgia
$323K -$183K -1,139 -36%
SG
520
StoneX Group
New York
$322K +$322K +2,003 New
MWM
521
Meridian Wealth Management
Kentucky
$320K -$964 -6 -0.3%
FCA
522
FinTrust Capital Advisors
South Carolina
$320K +$320K +1,987 New
3LCM
523
3D/L Capital Management
Connecticut
$320K +$320K +1,990 New
FFG
524
Ford Financial Group
California
$317K +$161 +1 +0.1%
SWMG
525
Strategic Wealth Management Group
Maryland
$316K – – –
19 20
21
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