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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 %
RHP
526
Royal Harbor Partners
Texas
$225K – – –
3LCM
527
3D/L Capital Management
Connecticut
$224K -$138K -788 -38%
FCA
528
FinTrust Capital Advisors
South Carolina
$222K -$15.6K -89 -7%
AL
529
Aspiriant LLC
California
$222K – – –
SMC
530
Smith, Moore & Co
Missouri
$221K – – –
MAG
531
MRA Advisory Group
New Jersey
$220K -$3.02M -17,238 -93%
BTWM
532
Baker Tilly Wealth Management
Wisconsin
$218K -$359K -2,045 -62%
MBT
533
Montecito Bank & Trust
California
$217K -$119K -678 -35%
SG
534
Stonnington Group
California
$216K – – –
FAG
535
Financial Advisory Group
Texas
$215K – – –
WS
536
Wedbush Securities
California
$213K -$45.2K -257 -17%
HNB
537
Huntington National Bank
Ohio
$211K – – –
QAM
538
QCI Asset Management
New York
$211K – – –
NCM
539
Northwest Capital Management
Oregon
$206K -$89.9K -482 -30%
GWS
540
Glassman Wealth Services
Virginia
$205K – – –
DP
541
Denver PWM
Colorado
$205K – – –
WSCM
542
Wellington Shields Capital Management
New York
$203K – – –
HIA
543
Harbor Investment Advisory
Maryland
$196K +$196K +1,115 New
TRCT
544
Tower Research Capital (TRC)
New York
$195K +$195K +1,108 New
GT
545
Glenmede Trust
Pennsylvania
$178K – – –
FGAM
546
Financial Gravity Asset Management
Texas
$176K – – –
AWM
547
Accel Wealth Management
Iowa
$170K -$14.6K -83 -8%
TCWM
548
Total Clarity Wealth Management
Illinois
$165K +$165K +937 New
SBL
549
Sargent Bickham Lagudis
Colorado
$163K +$163K +930 New
KFI
550
Key Financial Inc
Pennsylvania
$162K – – –
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