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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 %
HIM
551
Hanlon Investment Management
New Jersey
$247K +$247K +1,533 New
WAM
552
Weatherly Asset Management
California
$244K – – –
WS
553
Wedbush Securities
California
$242K -$533K -3,315 -69%
TCA
554
Transcend Capital Advisors
New Jersey
$241K +$241K +1,506 New
BP
555
BBR Partners
New York
$237K +$237K +1,473 New
Principal Financial Group
556
Principal Financial Group
Iowa
$234K +$234K +1,453 New
OAM
557
Occidental Asset Management
California
$232K +$21.7K +135 +10%
BFIC
558
Bedell Frazier Investment Counselling
California
$230K +$230K +1,430 New
WOSD
559
WFA of San Diego
California
$229K +$229K +1,425 New
SHA
560
Seneca House Advisors
Virginia
$220K -$16.1K -100 -7%
LA
561
LexAurum Advisors
Kansas
$217K +$217K +1,350 New
BFA
562
Beaumont Financial Advisors
Massachusetts
$214K -$8.63M -53,735 -98%
WSC
563
Wellington Shields & Co
New York
$212K – – –
SMC
564
Smith, Moore & Co
Missouri
$210K -$44.2K -275 -17%
VVP
565
Venture Visionary Partners
Ohio
$207K -$3.86K -24 -2%
RHP
566
Royal Harbor Partners
Texas
$206K – – –
Fisher Asset Management
567
Fisher Asset Management
Washington
$206K +$206K +1,280 New
WSCM
568
Wellington Shields Capital Management
New York
$202K -$1.61K -10 -0.8%
HS
569
Horan Securities
United States
$200K -$287K -1,783 -59%
AA
570
Ancora Advisors
Ohio
$194K +$80.2K +498 +71%
SFSG
571
Sound Financial Strategies Group
Mississippi
$194K +$194K +1,205 New
GWS
572
Glassman Wealth Services
Virginia
$193K – – –
SCA
573
Stonebridge Capital Advisors
Minnesota
$189K +$189K +1,173 New
Vontobel Holding
574
Vontobel Holding
Switzerland
$177K -$79K -491 -31%
NL
575
NKCFO LLC
Illinois
$177K – – –
21 22
23
24 25