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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 %
LWA
676
Lenox Wealth Advisors
New York
$2K +$2K +10 New
TAM
677
Tucker Asset Management
Colorado
$1.45K +$1.45K +9 New
RIM
678
Rockbridge Investment Management
New York
$1K – – –
AFS
679
Annapolis Financial Services
Maryland
$1K +$1K +4 New
EVM
680
Eaton Vance Management
Massachusetts
$1K +$1K +6 New
NFSG
681
Newbridge Financial Services Group
Florida
$1K +$1K +6 New
APWM
682
Atlas Private Wealth Management
New York
$1K +$1K +7 New
SWA
683
SOA Wealth Advisors
New York
$1K +$1K +12 New
SWM
684
Sugarloaf Wealth Management
Georgia
$364 -$1.83K -2,174 -83%
WIM
685
Westside Investment Management
California
$49 +$9 +56 +22%
SG Americas Securities
686
SG Americas Securities
New York
– -$91.1M -564,521 Closed
TEE
687
Tibra Equities Europe
United Kingdom
– -$91.1M -564,521 Closed
ACG
688
Arch Capital Group
Bermuda
– -$40.6M -251,660 Closed
DWA
689
Dorsey Wright & Associates
California
– -$38.4M -238,379 Closed
PWS
690
Private Wealth Strategies
Ohio
– -$16.4M -101,688 Closed
VI
691
Vestcor Inc
New Brunswick, Canada
– -$15.6M -97,000 Closed
CF
692
Copperwynd Financial
Arizona
– -$12.4M -76,730 Closed
MCA
693
Magnolia Capital Advisors
Mississippi
– -$11.2M -69,318 Closed
Qube Research & Technologies (QRT)
694
Qube Research & Technologies (QRT)
United Kingdom
– -$10.3M -63,908 Closed
HF
695
HRT Financial
New York
– -$7.08M -43,924 Closed
AIA
696
Arrow Investment Advisors
Maryland
– -$6.21M -38,508 Closed
MWM
697
Merriman Wealth Management
Washington
– -$5.96M -36,915 Closed
FS
698
Ferguson Shapiro
Georgia
– -$4.89M -30,295 Closed
EWP
699
Engrave Wealth Partners
Texas
– -$4.71M -28,145 Closed
LGA
700
Lebenthal Global Advisors
New York
– -$4.06M -25,164 Closed
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