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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 %
PCG
501
Private Capital Group
Connecticut
$409K +$116K +669 +40%
BHB
502
Bank Hapoalim BM
Israel
$405K – – –
BFPW
503
BOK Financial Private Wealth
Colorado
$399K +$116K +672 +41%
WAS
504
Wealth Advisory Solutions
Indiana
$396K -$5.02M -28,909 -93%
SFM
505
Signet Financial Management
New Jersey
$396K -$80.6K -465 -17%
TCA
506
Transcend Capital Advisors
New Jersey
$386K +$122K +700 +46%
RIM
507
Regent Investment Management
Kentucky
$382K -$18K -104 -5%
LBA
508
Lowell Blake & Associates
Massachusetts
$381K +$381K +2,199 New
LF
509
LifeSteps Financial
California
$379K – – –
FPW
510
Flagship Private Wealth
Massachusetts
$378K +$171 +1 +0%
MCM
511
MAI Capital Management
Ohio
$377K +$5.72K +33 +2%
BBNB
512
Baker Boyer National Bank
Washington
$371K +$371K +2,724 New
SMA
513
Sage Mountain Advisors
Georgia
$366K +$61.2K +353 +20%
EL
514
EQ LLC
Washington
$362K -$3.46K -20 -0.9%
JCM
515
Jacobi Capital Management
Pennsylvania
$360K +$521 +3 +0.1%
CAL
516
Capital Advisors Ltd
Ohio
$358K – – –
3LCM
517
3D/L Capital Management
Connecticut
$358K +$13.2K +76 +4%
FCFC
518
First Citizens Financial Corp
Iowa
$358K +$81K +467 +29%
PCM
519
Poehling Capital Management
Wisconsin
$356K – – –
MWM
520
Meridian Wealth Management
Kentucky
$354K +$8.33K +48 +2%
RSWM
521
Robertson Stephens Wealth Management
California
$343K +$343K +1,978 New
SWM
522
Sculati Wealth Management
Michigan
$341K +$1.91K +11 +0.6%
W
523
WealthOne
New York
$341K +$11.8K +68 +4%
SWMG
524
Strategic Wealth Management Group
Maryland
$340K – – –
FFG
525
Ford Financial Group
California
$339K -$2.25K -13 -0.7%
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