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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 %
PPA
551
Parametric Portfolio Associates
Washington
$274K +$274K +1,582 New
BAAM
552
Baker Avenue Asset Management
California
$270K – – –
FTS
553
Fifth Third Securities
Ohio
$269K -$23K -132 -8%
HIM
554
Hanlon Investment Management
New Jersey
$266K +$173 +1 +0.1%
WAM
555
Weatherly Asset Management
California
$263K – – –
CCM
556
Carlson Capital Management
Minnesota
$261K +$261K +1,507 New
JEST
557
JTC Employer Solutions Trustee
Jersey
$260K +$260K +1,502 New
WS
558
Wedbush Securities
California
$255K -$6.42K -37 -2%
LA
559
LexAurum Advisors
Kansas
$250K +$16K +92 +7%
GI
560
Glovista Investments
New Jersey
$249K -$176K -1,017 -41%
Comerica Bank
561
Comerica Bank
Texas
$248K -$222K -1,272 -47%
BFIC
562
Bedell Frazier Investment Counselling
California
$248K – – –
Principal Financial Group
563
Principal Financial Group
Iowa
$241K -$11.3K -65 -4%
WP
564
WealthPLAN Partners
Nebraska
$239K -$141K -774 -37%
HCIA
565
Hochman Cole Investment Advisors
Illinois
$238K +$238K +1,370 New
FCA
566
FinTrust Capital Advisors
South Carolina
$235K -$110K -632 -32%
FIM
567
Freedom Investment Management
Connecticut
$235K +$235K +1,353 New
ACP
568
Aveo Capital Partners
Colorado
$231K +$231K +1,332 New
WSC
569
Wellington Shields & Co
New York
$228K +$173 +1 +0.1%
DI
570
Diligent Investors
California
$227K +$227K +1,310 New
CCM
571
Crabel Capital Management
California
$224K +$224K +1,293 New
WOSD
572
WFA of San Diego
California
$222K -$24.8K -143 -10%
RHP
573
Royal Harbor Partners
Texas
$222K – – –
AA
574
Ancora Advisors
Ohio
$221K +$11.5K +66 +5%
AL
575
Aspiriant LLC
California
$219K -$131K -755 -37%
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