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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 %
CCM
601
Cribstone Capital Management
Maine
$25K -$17.9K -100 -42%
CA
602
Clearstead Advisors
Ohio
$24K +$24K +137 New
JFA
603
JNBA Financial Advisors
Minnesota
$23K – – –
CFN
604
Cordasco Financial Network
Florida
$23K – – –
VRM
605
Vectors Research Management
New York
$23K – – –
DTIM
606
Danda Trouve Investment Management
Kansas
$22K -$6.02K -35 -21%
CHA
607
Carmichael Hill & Associates
Maryland
$22K +$7.57K +43 +52%
CCM
608
Covington Capital Management
California
$22K +$22K +128 New
RCA
609
Ranch Capital Advisors
Florida
$20K – – –
HA
610
Herold Advisors
New York
$20K +$20K +115 New
FEG
611
Financial Enhancement Group
Indiana
$19K -$1.05K -6 -5%
SFPG
612
Stonebridge Financial Planning Group
Florida
$19K – – –
LFG
613
Larson Financial Group
Missouri
$19K +$19K +110 New
AWM
614
AllSquare Wealth Management
New York
$18K – – –
MPWT
615
MassMutual Private Wealth & Trust
Connecticut
$16K – – –
CIR
616
Clear Investment Research
Georgia
$15K – – –
MHR
617
Matthew Hamilton Rosenberg
$15K +$4.54K +26 +43%
CC
618
Corsicana & Co
Texas
$14K – – –
SIC
619
Salem Investment Counselors
North Carolina
$13K – – –
CCA
620
Column Capital Advisors
Indiana
$13K – – –
KIG
621
Kowal Investment Group
Wisconsin
$13K +$13K +71 New
EWM
622
EPG Wealth Management
Georgia
$12K +$12K +71 New
PO
623
Private Ocean
California
$11K – – –
JGIA
624
Jackson Grant Investment Advisers
Connecticut
$11K +$175 +1 +2%
S
625
SignatureFD
Georgia
$10K -$3.64K -20 -27%
23 24
25
26 27