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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 %
TWA
626
TCI Wealth Advisors
Arizona
$10K – – –
FBT
627
First Bank & Trust
South Dakota
$9K +$9K +51 New
BW
628
Bison Wealth
Georgia
$8K – – –
JHCP
629
Jackson Hole Capital Partners
Oklahoma
$8K – – –
TCWA
630
Ten Capital Wealth Advisors
Washington
$8K – – –
LWP
631
Lumature Wealth Partners
Georgia
$7K -$18.8K -102 -73%
SSC
632
Syverson Strege & Co
Iowa
$7K – – –
FRA
633
Front Row Advisors
California
$6K – – –
BNP Paribas Financial Markets
634
BNP Paribas Financial Markets
France
$5.44K +$4.39K +25 +417%
SIS
635
Sound Income Strategies
Florida
$4K – – –
First Manhattan
636
First Manhattan
New York
$3K -$7.95K -53 -73%
GAM
637
Gemmer Asset Management
California
$3K – – –
JWA
638
JFS Wealth Advisors
Pennsylvania
$3K – – –
IRC
639
Investors Research Corp
Georgia
$3K – – –
KFS
640
Kelly Financial Services
Massachusetts
$2.11K -$28.5M -161,935 -100%
LPWM
641
Lake Point Wealth Management
Texas
$2K – – –
CWA
642
Core Wealth Advisors
Florida
$2K – – –
TFGT
643
TS Financial Group (TSFG)
Illinois
$2K – – –
GKWIM
644
Gerber Kawasaki Wealth & Investment Management
California
$2K +$2K +2 New
FMP
645
Financial Management Professionals
Texas
$2K +$2K +13 New
TAM
646
Tucker Asset Management
Colorado
$1.72K – – –
EVM
647
Eaton Vance Management
Massachusetts
$1K – – –
RIM
648
Rockbridge Investment Management
New York
$1K – – –
NFSG
649
Newbridge Financial Services Group
Florida
$1K – – –
BCMIO
650
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$1K +3 New
24 25
26
27 28