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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 %
SIS
676
Sound Income Strategies
Florida
$4K +$640 +4 +19%
IRC
677
Investors Research Corp
Georgia
$3K – – –
JWA
678
JFS Wealth Advisors
Pennsylvania
$3K – – –
GAM
679
Gemmer Asset Management
California
$3K +$3K +16 New
CWA
680
Core Wealth Advisors
Florida
$2K – – –
TFGT
681
TS Financial Group (TSFG)
Illinois
$2K – – –
LPWM
682
Lake Point Wealth Management
Texas
$2K +$2K +11 New
TAM
683
Tucker Asset Management
Colorado
$1.56K – – –
BNP Paribas Financial Markets
684
BNP Paribas Financial Markets
France
$1.04K +$1.04K +6 New
NFSG
685
Newbridge Financial Services Group
Florida
$1K – – –
EVM
686
Eaton Vance Management
Massachusetts
$1K – – –
RIM
687
Rockbridge Investment Management
New York
$1K – – –
WIM
688
Westside Investment Management
California
$53 – – –
USAA
689
United Services Automobile Association
Texas
– -$94.6M -587,831 Closed
Victory Capital Management
690
Victory Capital Management
Texas
– -$94.6M -587,831 Closed
AI
691
AdvisorShares Investments
Maryland
– -$39.3M -244,199 Closed
ETS
692
ESL Trust Services
New York
– -$32M -198,985 Closed
Susquehanna International Group
693
Susquehanna International Group
Pennsylvania
– -$11.1M -68,881 Closed
Squarepoint
694
Squarepoint
New York
– -$10.1M -62,898 Closed
Citadel Advisors
695
Citadel Advisors
Florida
– -$8.67M -53,894 Closed
EDRH
696
Edmond de Rothschild Holding
Switzerland
– -$5.89M -36,641 Closed
Millennium Management
697
Millennium Management
New York
– -$5.68M -35,321 Closed
ACA
698
Ackerman Capital Advisors
Texas
– -$4.49M -27,927 Closed
AFS
699
Access Financial Services
Minnesota
– -$4.07M -25,284 Closed
BDWCC
700
B&D White Capital Company
Texas
– -$4.04M -24,808 Closed
26 27
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