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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 %
ACA
576
Aptus Capital Advisors
Alabama
$66K -$15.2K -87 -19%
AW
577
Avion Wealth
Texas
$65K -$19.6K -112 -23%
SNT
578
Security National Trust
West Virginia
$52K – – –
TAM
579
Townsend Asset Management
North Carolina
$51K -$13.3K -75 -21%
DWMG
580
DB Wealth Management Group
California
$51K +$174 +1 +0.3%
OSAM
581
O'Shaughnessy Asset Management
Connecticut
$49K +$16.7K +96 +52%
MAM
582
Meeder Asset Management
Ohio
$49K +$22.7K +130 +86%
CI
583
CX Institutional
Indiana
$48K -$1.75M -10,002 -97%
PCG
584
Private Capital Group
Connecticut
$47K -$367K -2,092 -89%
WB
585
Webster Bank
Connecticut
$46K – – –
JFGIW
586
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K +$43K +244 New
Bessemer Group
587
Bessemer Group
New Jersey
$37K – – –
BC
588
Barnett & Company
Tennessee
$35K -$24.3K -139 -41%
BWA
589
BDO Wealth Advisors
Florida
$34K +$34K +194 New
HI
590
Hudock Inc
Pennsylvania
$32K +$5.74K +33 +22%
SMG
591
Spectrum Management Group
Indiana
$31K -$2.94M -16,800 -99%
BC
592
Bartlett & Co
Ohio
$30K +$30K +169 New
BCWM
593
Bartlett & Co Wealth Management
Ohio
$29.7K +$29.7K +169 New
FPS
594
Fieldpoint Private Securities
Connecticut
$29K – – –
HCP
595
Hexagon Capital Partners
Arkansas
$29K – – –
DI
596
Disciplined Investments
Oklahoma
$26K – – –
AL
597
ADE LLC
Maryland
$26K – – –
FFA
598
Freedman Financial Associates
Massachusetts
$26K – – –
Optiver Holding
599
Optiver Holding
Netherlands
$26K +$12.3K +71 +90%
IA
600
IndexIQ Advisors
New York
$25K -$879K -4,990 -97%
22 23
24
25 26