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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 %
CCM
626
Cribstone Capital Management
Maine
$42K – – –
AS
627
Altshuler Shaham
Israel
$38K +$38K +219 New
Bessemer Group
628
Bessemer Group
New Jersey
$37K – – –
EWM
629
Elmwood Wealth Management
California
$36K – – –
OSAM
630
O'Shaughnessy Asset Management
Connecticut
$32K +$14.9K +86 +87%
ADL
631
Asset Dedication LLC
California
$31K – – –
FPS
632
Fieldpoint Private Securities
Connecticut
$30K +$30K +167 New
HCP
633
Hexagon Capital Partners
Arkansas
$29K – – –
DTIM
634
Danda Trouve Investment Management
Kansas
$28K – – –
AL
635
ADE LLC
Maryland
$26K – – –
HI
636
Hudock Inc
Pennsylvania
$26K – – –
FFA
637
Freedman Financial Associates
Massachusetts
$26K – – –
MAM
638
Meeder Asset Management
Ohio
$26K +$23.1K +134 +788%
DI
639
Disciplined Investments
Oklahoma
$25K +$6.8K +40 +37%
LWP
640
Lumature Wealth Partners
Georgia
$24K -$59.3K -346 -71%
JFA
641
JNBA Financial Advisors
Minnesota
$23K – – –
SL
642
Savior LLC
Massachusetts
$23K – – –
CFN
643
Cordasco Financial Network
Florida
$23K – – –
VRM
644
Vectors Research Management
New York
$23K +$9.73K +55 +73%
RCA
645
Ranch Capital Advisors
Florida
$20K – – –
FEG
646
Financial Enhancement Group
Indiana
$20K +$6.26K +36 +46%
DWA
647
Delos Wealth Advisors
Texas
$20K +$20K +117 New
TFS
648
TrustCore Financial Services
Tennessee
$18K -$32.6K -183 -64%
AWM
649
AllSquare Wealth Management
New York
$17K – – –
SFPG
650
Stonebridge Financial Planning Group
Florida
$17K – – –
24 25
26
27 28