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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 %
GLLW
651
Graves Light Lenhart Wealth
Virginia
$1K +$1K +4 New
WIM
652
Westside Investment Management
California
$53 – – –
CCP
653
Cassia Capital Partners
North Carolina
– -$16.4M -94,478 Closed
Qube Research & Technologies (QRT)
654
Qube Research & Technologies (QRT)
United Kingdom
– -$15.7M -90,318 Closed
NWA
655
New World Advisors
Massachusetts
– -$10.9M -62,920 Closed
Balyasny Asset Management
656
Balyasny Asset Management
Illinois
– -$9.98M -57,552 Closed
Barclays
657
Barclays
United Kingdom
– -$7.63M -44,012 Closed
GL
658
Graypoint LLC
New York
– -$6.24M -36,001 Closed
PFG
659
PAX Financial Group
Texas
– -$5.87M -33,818 Closed
HFA
660
High Falls Advisors
New York
– -$5.65M -32,575 Closed
HPC
661
Hobart Private Capital
North Carolina
– -$4.86M -28,044 Closed
SHJ
662
Sharkey, Howes & Javer
Colorado
– -$4.47M -25,800 Closed
EWA
663
Exencial Wealth Advisors
Oklahoma
– -$4.47M -25,782 Closed
MWP
664
Meridian Wealth Partners
Pennsylvania
– -$4.23M -24,372 Closed
SW
665
SteelPeak Wealth
California
– -$4.02M -23,203 Closed
JWCA
666
J.W. Cole Advisors
Florida
– -$3.75M -21,647 Closed
FTUS
667
Flow Traders U.S.
New York
– -$3.27M -18,857 Closed
LWA
668
Lineweaver Wealth Advisors
Ohio
– -$2.96M -17,082 Closed
OAP
669
One Advisory Partners
Kansas
– -$2.78M -16,021 Closed
Renaissance Technologies
670
Renaissance Technologies
New York
– -$2.67M -15,400 Closed
AWA
671
Arete Wealth Advisors
Illinois
– -$2.29M -13,619 Closed
SL
672
SWMG LLC
Texas
– -$2.18M -12,561 Closed
APW
673
Austin Private Wealth
Texas
– -$2.18M -12,545 Closed
I
674
INVST
Indiana
– -$1.79M -10,585 Closed
OWA
675
One Wealth Advisors
California
– -$1.84M -10,579 Closed
25 26
27
28 29