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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 %
FFA
601
Founders Financial Alliance
North Carolina
$83K +$26.3K +164 +46%
BWL
602
Bogart Wealth LLC
Virginia
$81K +$2.11K +13 +3%
DWMG
603
DB Wealth Management Group
California
$79K – – –
CAC
604
Certified Advisory Corp
Florida
$79K +$79K +491 New
LWP
605
Lumature Wealth Partners
Georgia
$78K -$7.38K -46 -9%
EWM
606
Endurance Wealth Management
Rhode Island
$72K – – –
KTC
607
Kistler-Tiffany Companies
Pennsylvania
$71K – – –
WCM
608
Wealthcare Capital Management
Virginia
$70K +$70K +437 New
ACA
609
Aptus Capital Advisors
Alabama
$61K -$104K -640 -63%
TAM
610
Townsend Asset Management
North Carolina
$58K -$23.6K -148 -29%
BC
611
Barnett & Company
Tennessee
$55K -$16.2K -100 -23%
SNT
612
Security National Trust
West Virginia
$48K +$48K +300 New
GFPC
613
Global Financial Private Client
Florida
$46.1K +$46.1K +282 New
TFS
614
TrustCore Financial Services
Tennessee
$46K +$6.32K +39 +16%
TWP
615
TFO Wealth Partners
Ohio
$43K – – –
WB
616
Webster Bank
Connecticut
$42K – – –
ADIM
617
Alpha DNA Investment Management
Maryland
$41K +$41K +258 New
CCM
618
Cribstone Capital Management
Maine
$39K +$39K +240 New
MWM
619
Mascoma Wealth Management
New Hampshire
$39K +$39K +244 New
PVH
620
Psagot Value Holdings
Israel
$35K -$104K -653 -75%
Bessemer Group
621
Bessemer Group
New Jersey
$34K – – –
EWM
622
Elmwood Wealth Management
California
$34K +$34K +210 New
ADL
623
Asset Dedication LLC
California
$29K -$17.1K -105 -37%
HCP
624
Hexagon Capital Partners
Arkansas
$26K -$2.05K -13 -7%
DTIM
625
Danda Trouve Investment Management
Kansas
$26K – – –
23 24
25
26 27