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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 %
William Blair & Company
551
William Blair & Company
Illinois
$157K -$2.46K -14 -2%
FPB
552
First PREMIER Bank
South Dakota
$146K – – –
KPCM
553
Kings Point Capital Management
New York
$142K – – –
EI
554
Ellevest Inc
New York
$141K – – –
BFEC
555
Benjamin F. Edwards & Company
Missouri
$140K -$322K -1,842 -70%
HFM
556
Hartford Financial Management
Connecticut
$126K – – –
JWM
557
Janiczek Wealth Management
Colorado
$125K – – –
ST
558
Smithfield Trust
Pennsylvania
$121K +$116K +655 +2,113%
FFA
559
Founders Financial Alliance
North Carolina
$120K +$24.4K +139 +25%
PAI
560
Pittenger & Anderson Inc
Nebraska
$118K – – –
SAM
561
Strategic Asset Management
Minnesota
$115K +$115K +642 New
CWA
562
Clearview Wealth Advisors
Oregon
$108K -$1.17M -6,650 -92%
BWM
563
Baystate Wealth Management
Massachusetts
$104K -$58K -330 -36%
SCA
564
Stonebridge Capital Advisors
Minnesota
$100K -$205K -1,173 -67%
MIFH
565
Migdal Insurance & Financial Holdings
Israel
$98K – – –
COCM
566
Charter Oak Capital Management
New Hampshire
$96K – – –
FA
567
Faithward Advisors
Pennsylvania
$94K -$1.59K -9 -2%
BWL
568
Bogart Wealth LLC
Virginia
$94K +$5.99K +34 +7%
FHA
569
First Horizon Advisors
Tennessee
$93K -$451K -2,592 -83%
AWM
570
Avior Wealth Management
Nebraska
$89K -$44.9K -256 -34%
SSB
571
Sandy Spring Bank
Maryland
$87K – – –
EWM
572
Endurance Wealth Management
Rhode Island
$79K – – –
KTC
573
Kistler-Tiffany Companies
Pennsylvania
$77K +$175 +1 +0.2%
BHWM
574
Bay Harbor Wealth Management
Maryland
$71K -$1.82M -10,420 -96%
EBA
575
Eagle Bay Advisors
New York
$70K +$70K +400 New
21 22
23
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