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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 %
CHA
501
Cooper/Haims Advisors
New York
$285K – – –
GCP
502
GSA Capital Partners
United Kingdom
$284K -$223K -1,268 -44%
IWP
503
Icon Wealth Partners
Texas
$283K -$4.24M -24,128 -94%
MOS
504
MGO One Seven
Ohio
$273K -$37K -194 -12%
FTS
505
Fifth Third Securities
Ohio
$271K – – –
Comerica Bank
506
Comerica Bank
Texas
$266K – – –
CCM
507
Carlson Capital Management
Minnesota
$265K – – –
JEST
508
JTC Employer Solutions Trustee
Jersey
$264K – – –
MGIA
509
Moneta Group Investment Advisors
Missouri
$263K -$37.7K -215 -13%
FIM
510
Freedom Investment Management
Connecticut
$261K +$23.7K +135 +10%
IAA
511
Independent Advisor Alliance
North Carolina
$258K +$258K +1,470 New
WAM
512
Weatherly Asset Management
California
$246K -$20.4K -116 -8%
T
513
TNF
Montana
$245K +$245K +1,376 New
LA
514
Latitude Advisors
Florida
$245K +$245K +1,397 New
SWM
515
Selective Wealth Management
Virginia
$244K +$244K +1,390 New
FCI
516
Financial Counselors Inc
Kansas
$243K +$27.5K +157 +13%
TP
517
Tranquility Partners
Tennessee
$242K +$242K +1,379 New
LFAS
518
Level Four Advisory Services
Texas
$241K -$1.46M -8,331 -86%
TWM
519
Tradition Wealth Management
Minnesota
$239K -$1.12M -6,364 -82%
TLFA
520
True Link Financial Advisors
California
$238K -$103K -584 -30%
OAM
521
Occidental Asset Management
California
$237K -$93.9K -535 -28%
AA
522
Ancora Advisors
Ohio
$234K +$10.9K +62 +5%
WSC
523
Wellington Shields & Co
New York
$231K +$175 +1 +0.1%
DI
524
Diligent Investors
California
$227K – – –
CAS
525
Cascadia Advisory Services
Oregon
$225K -$698K -3,970 -76%
19 20
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