MTUM icon

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 %
BP
576
BBR Partners
New York
$218K -$37.1K -214 -15%
SMC
577
Smith, Moore & Co
Missouri
$218K -$8.68K -50 -4%
HS
578
Horan Securities
United States
$215K – – –
FAG
579
Financial Advisory Group
Texas
$213K +$213K +1,226 New
FCI
580
Financial Counselors Inc
Kansas
$213K +$213K +1,229 New
AWM
581
Apollon Wealth Management
South Carolina
$212K +$212K +1,220 New
QAM
582
QCI Asset Management
New York
$208K +$208K +1,200 New
SIC
583
Samalin Investment Counsel
New York
$207K +$207K +1,194 New
SG
584
Stonnington Group
California
$205K +$205K +1,209 New
GWS
585
Glassman Wealth Services
Virginia
$203K -$5.21K -30 -3%
DP
586
Denver PWM
Colorado
$203K +$203K +1,169 New
WSCM
587
Wellington Shields Capital Management
New York
$200K -$17.3K -100 -8%
AWM
588
Accel Wealth Management
Iowa
$182K – – –
GT
589
Glenmede Trust
Pennsylvania
$176K – – –
GFPC
590
Global Financial Private Client
Florida
$176K +$127K +730 +259%
FGAM
591
Financial Gravity Asset Management
Texas
$173K +$173K +20 New
KFI
592
Key Financial Inc
Pennsylvania
$161K – – –
BWM
593
Baystate Wealth Management
Massachusetts
$160K +$5.55K +32 +4%
William Blair & Company
594
William Blair & Company
Illinois
$157K -$24.9K -144 -14%
CAAS
595
Capital Asset Advisory Services
Michigan
$156K – – –
LAS
596
Lloyd Advisory Services
Georgia
$152K +$144K +829 +1,842%
CIA
597
Cascade Investment Advisors
Oregon
$149K – – –
FPB
598
First PREMIER Bank
South Dakota
$145K – – –
KPCM
599
Kings Point Capital Management
New York
$140K – – –
EI
600
Ellevest Inc
New York
$140K +$140K +805 New
22 23
24
25 26