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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 %
AWM
576
Accel Wealth Management
Iowa
$169K -$34.2K -212 -17%
William Blair & Company
577
William Blair & Company
Illinois
$169K +$23.3K +145 +16%
GT
578
Glenmede Trust
Pennsylvania
$163K -$21.3K -133 -12%
CL
579
COWA LLC
Oklahoma
$159K -$574K -3,371 -78%
KFS
580
Kelly Financial Services
Massachusetts
$159K +$159K +986 New
KFI
581
Key Financial Inc
Pennsylvania
$148K – – –
CAAS
582
Capital Asset Advisory Services
Michigan
$145K -$5.16K -32 -3%
BWM
583
Baystate Wealth Management
Massachusetts
$143K +$143K +890 New
CIA
584
Cascade Investment Advisors
Oregon
$138K -$16.1K -100 -10%
FPB
585
First PREMIER Bank
South Dakota
$134K – – –
KPCM
586
Kings Point Capital Management
New York
$130K – – –
AW
587
Avion Wealth
Texas
$126K – – –
AWA
588
Arkadios Wealth Advisors
Georgia
$120K +$86.7K +541 +260%
HFM
589
Hartford Financial Management
Connecticut
$116K – – –
JWM
590
Janiczek Wealth Management
Colorado
$115K -$12.6M -78,075 -99%
AWM
591
Avior Wealth Management
Nebraska
$115K +$115K +716 New
ACM
592
Allred Capital Management
Texas
$115K -$161K -1,001 -58%
APC
593
Aspire Private Capital
North Carolina
$112K +$108K +674 +2,930%
PAI
594
Pittenger & Anderson Inc
Nebraska
$108K – – –
MA
595
Montag & Associates
Georgia
$103K +$103K +640 New
TCOV
596
Trust Company of Vermont
Vermont
$99K – – –
GSAM
597
Grant Street Asset Management
Pennsylvania
$89K +$89K +553 New
SSB
598
Sandy Spring Bank
Maryland
$88K +$5.12K +32 +6%
COCM
599
Charter Oak Capital Management
New Hampshire
$88K +$25.6K +158 +41%
1WM
600
1900 Wealth Management
Texas
$84.8K -$6.11K -37,975 -7%
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24
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