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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 %
SWM
526
Sculati Wealth Management
Michigan
$315K – – –
HA
527
HYA Advisors
Missouri
$315K +$62.6K +389 +25%
MGIA
528
Moneta Group Investment Advisors
Missouri
$315K +$111K +693 +55%
TLFA
529
True Link Financial Advisors
California
$313K +$45.2K +281 +17%
SRC
530
Shufro Rose & Co
New York
$311K +$13.4K +83 +4%
MBT
531
Montecito Bank & Trust
California
$310K +$310K +1,928 New
W
532
WealthOne
New York
$306K +$20.5K +127 +7%
NDSI
533
Newman Dignan & Sheerar Inc
Rhode Island
$294K – – –
CRI
534
Colonial River Investments
Virginia
$293K +$25.4K +158 +10%
WT
535
Washington Trust
Rhode Island
$290K -$214K -1,330 -42%
SMA
536
Sage Mountain Advisors
Georgia
$283K +$283K +1,759 New
SBSB
537
Sullivan, Bruyette, Speros & Blaney
Virginia
$278K +$4.5K +28 +2%
TPWA
538
TRUE Private Wealth Advisors
Oregon
$276K +$276K +1,718 New
VWM
539
Vigilare Wealth Management
Arizona
$274K +$274K +1,701 New
PCG
540
Private Capital Group
Connecticut
$272K +$272K +1,691 New
FTS
541
Fifth Third Securities
Ohio
$270K +$270K +1,678 New
CWA
542
Centennial Wealth Advisory
Michigan
$269K +$269K +1,672 New
TCM
543
TD Capital Management
Tennessee
$267K +$14.8K +92 +6%
CHA
544
Cooper/Haims Advisors
New York
$264K +$264K +1,643 New
BFPW
545
BOK Financial Private Wealth
Colorado
$262K +$262K +1,631 New
WCA
546
Westover Capital Advisors
Delaware
$261K -$22.5K -140 -8%
FCFC
547
First Citizens Financial Corp
Iowa
$257K +$257K +1,598 New
MOS
548
MGO One Seven
Ohio
$254K +$1.28K +8 +0.5%
PIA
549
Perennial Investment Advisors
California
$253K +$253K +1,575 New
BAAM
550
Baker Avenue Asset Management
California
$250K -$63.5K -396 -20%
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