MTUM icon

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 %
AL
626
ADE LLC
Maryland
$24K -$1.44M -9,018 -98%
HI
627
Hudock Inc
Pennsylvania
$24K -$54.5K -343 -69%
FFA
628
Freedman Financial Associates
Massachusetts
$24K – – –
JFA
629
JNBA Financial Advisors
Minnesota
$21K – – –
CFN
630
Cordasco Financial Network
Florida
$21K – – –
SL
631
Savior LLC
Massachusetts
$21K +$17.3K +109 +474%
PO
632
Private Ocean
California
$20K +$20K +122 New
NIC
633
Northwest Investment Counselors
Oregon
$20K +$20K +126 New
HI
634
Human Investing
Oregon
$19K – – –
RCA
635
Ranch Capital Advisors
Florida
$18K -$5.9K -38 -25%
SFPG
636
Stonebridge Financial Planning Group
Florida
$17K – – –
DI
637
Disciplined Investments
Oklahoma
$17K +$14.5K +91 +569%
AWM
638
AllSquare Wealth Management
New York
$16K – – –
OSAM
639
O'Shaughnessy Asset Management
Connecticut
$16K +$16K +99 New
CIR
640
Clear Investment Research
Georgia
$14K -$161 -1 -1%
BW
641
Bison Wealth
Georgia
$13K – – –
FEG
642
Financial Enhancement Group
Indiana
$13K +$987 +6 +8%
SIC
643
Salem Investment Counselors
North Carolina
$12K -$320 -2 -3%
CCA
644
Column Capital Advisors
Indiana
$12K – – –
VRM
645
Vectors Research Management
New York
$12K +$12K +75 New
CAPTRUST Financial Advisors
646
CAPTRUST Financial Advisors
North Carolina
$11K -$87.7K -534 -89%
HI
647
Hoey Investments
Pennsylvania
$11K – – –
JGIA
648
Jackson Grant Investment Advisers
Connecticut
$10K – – –
MHR
649
Matthew Hamilton Rosenberg
$10K – – –
S
650
SignatureFD
Georgia
$9K -$3.93K -24 -30%
24 25
26
27 28