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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 %
MPWT
651
MassMutual Private Wealth & Trust
Connecticut
$16K +$16K +90 New
CIR
652
Clear Investment Research
Georgia
$15K – – –
CHA
653
Carmichael Hill & Associates
Maryland
$14K +$4.27K +25 +44%
Optiver Holding
654
Optiver Holding
Netherlands
$14K +$14K +79 New
CC
655
Corsicana & Co
Texas
$14K +$14K +80 New
CCA
656
Column Capital Advisors
Indiana
$13K – – –
SIC
657
Salem Investment Counselors
North Carolina
$13K – – –
S
658
SignatureFD
Georgia
$13K +$3.47K +20 +36%
First Manhattan
659
First Manhattan
New York
$12K +$8.71K +53 +265%
PO
660
Private Ocean
California
$11K -$10.3K -59 -48%
JGIA
661
Jackson Grant Investment Advisers
Connecticut
$11K – – –
HI
662
Hoey Investments
Pennsylvania
$11K – – –
TWA
663
TCI Wealth Advisors
Arizona
$10K – – –
MHR
664
Matthew Hamilton Rosenberg
$10K – – –
GI
665
Gradient Investments
Minnesota
$10K +$5.83K +35 +140%
Vontobel Holding
666
Vontobel Holding
Switzerland
$9K -$189K -1,050 -95%
JHCP
667
Jackson Hole Capital Partners
Oklahoma
$8K – – –
TCWA
668
Ten Capital Wealth Advisors
Washington
$8K – – –
BW
669
Bison Wealth
Georgia
$7K -$6.02K -37 -46%
SSC
670
Syverson Strege & Co
Iowa
$7K – – –
FIG
671
FundX Investment Group
California
$6.42K – – –
FRA
672
Front Row Advisors
California
$6K – – –
ST
673
Smithfield Trust
Pennsylvania
$5K – – –
AP
674
Atwood & Palmer
Missouri
$4K – – –
PC
675
Permanens Capital
New York
$4K – – –
25 26
27
28 29