MTUM icon

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 %
MMM
526
Mendel Money Management
Illinois
$337K -$25K -144 -7%
TLFA
527
True Link Financial Advisors
California
$336K -$1.21K -7 -0.4%
AWA
528
Arkadios Wealth Advisors
Georgia
$334K +$204K +1,178 +157%
MBT
529
Montecito Bank & Trust
California
$332K -$2.6K -15 -0.8%
SWM
530
Sugarloaf Wealth Management
Georgia
$332K +$257K +1,479 +342%
OAM
531
Occidental Asset Management
California
$327K +$76.7K +442 +31%
SFSG
532
Sound Financial Strategies Group
Mississippi
$320K +$111K +640 +53%
NDSI
533
Newman Dignan & Sheerar Inc
Rhode Island
$317K – – –
CRI
534
Colonial River Investments
Virginia
$316K – – –
LF
535
Lantz Financial
Illinois
$315K +$315K +1,818 New
WT
536
Washington Trust
Rhode Island
$312K – – –
WI
537
Wintrust Investments
Illinois
$311K -$3.82M -21,990 -92%
SFG
538
Summit Financial Group
West Virginia
$306K -$43.7K -252 -12%
MGIA
539
Moneta Group Investment Advisors
Missouri
$297K -$42.5K -245 -13%
VWM
540
Vigilare Wealth Management
Arizona
$295K +$173 +1 +0.1%
SWP
541
Summit Wealth Partners
Florida
$294K -$74.9K -432 -20%
WCA
542
Westover Capital Advisors
Delaware
$289K +$7.63K +44 +3%
TCM
543
TD Capital Management
Tennessee
$288K +$174 +1 +0.1%
SCA
544
Stonebridge Capital Advisors
Minnesota
$288K +$94.3K +571 +49%
CHA
545
Cooper/Haims Advisors
New York
$285K +$173 +1 +0.1%
AIP
546
Ahrens Investment Partners
Louisiana
$285K +$285K +1,644 New
MOS
547
MGO One Seven
Ohio
$282K +$7.29K +42 +3%
NCM
548
Northwest Capital Management
Oregon
$278K +$278K +1,587 New
PCM
549
Prelude Capital Management
New York
$278K +$278K +1,604 New
PIA
550
Perennial Investment Advisors
California
$274K +$521 +3 +0.2%
20 21
22
23 24