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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 %
PWM
676
Perigon Wealth Management
California
– -$1.67M -9,601 Closed
Nomura Asset Management
677
Nomura Asset Management
Japan
– -$1.43M -8,225 Closed
WIA
678
Wealthstreet Investment Advisors
Texas
– -$1.35M -7,779 Closed
TF
679
Trek Financial
Arizona
– -$1.3M -7,465 Closed
NL
680
NWAM LLC
Washington
– -$1.25M -7,231 Closed
SWA
681
Stratos Wealth Advisors
Ohio
– -$1.23M -7,100 Closed
SPAS
682
Spectrum Planning & Advisory Services
California
– -$1.21M -6,990 Closed
NEIRG
683
New England Investment & Retirement Group
Massachusetts
– -$1.15M -6,656 Closed
MCIA
684
Mountain Capital Investment Advisors
Colorado
– -$1.11M -6,533 Closed
MAFM
685
Mid Atlantic Financial Management
Pennsylvania
– -$1.04M -6,008 Closed
KWM
686
Keebeck Wealth Management
Illinois
– -$976K -5,625 Closed
VWM
687
Venturi Wealth Management
Texas
– -$868K -5,006 Closed
WA
688
Wealth Alliance
New York
– -$853K -4,916 Closed
MYIA
689
Mount Yale Investment Advisors
Colorado
– -$815K -4,697 Closed
SC
690
Sierra Capital
Florida
– -$673K -3,880 Closed
SCA
691
Spearhead Capital Advisors
Florida
– -$652K -3,762 Closed
GSEP
692
Golden State Equity Partners
California
– -$620K -3,575 Closed
WF
693
Williams Financial
Vermont
– -$597K -3,440 Closed
Deutsche Bank
694
Deutsche Bank
Germany
– -$595K -3,428 Closed
PPP
695
Private Portfolio Partners
New Jersey
– -$476K -2,741 Closed
TPWA
696
TRUE Private Wealth Advisors
Oregon
– -$447K -2,581 Closed
TI
697
Trexquant Investment
Connecticut
– -$424K -2,444 Closed
TCA
698
Transcend Capital Advisors
New Jersey
– -$386K -2,206 Closed
EL
699
EQ LLC
Washington
– -$362K -2,095 Closed
RSWM
700
Robertson Stephens Wealth Management
California
– -$343K -1,978 Closed
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