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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 %
BFM
701
Boothbay Fund Management
New York
– -$3.84M -23,819 Closed
HT
702
HAP Trading
New York
– -$3.33M -20,627 Closed
LWM
703
Lionsbridge Wealth Management
Florida
– -$3.21M -19,883 Closed
BFG
704
Berger Financial Group
Minnesota
– -$2.82M -17,495 Closed
CWG
705
Cornerstone Wealth Group
North Carolina
– -$2.45M -15,172 Closed
FI
706
FormulaFolio Investments
Michigan
– -$2.11M -13,062 Closed
MWM
707
MinichMacGregor Wealth Management
New York
– -$1.95M -12,104 Closed
CGFA
708
Colton Groome Financial Advisors
North Carolina
– -$1.5M -9,325 Closed
GTCM
709
Gyon Technologies Capital Management
New Jersey
– -$1.38M -8,534 Closed
TPA
710
Trivium Point Advisory
Connecticut
– -$1.34M -8,130 Closed
TFA
711
Tranquilli Financial Advisor
New Jersey
– -$1.09M -6,767 Closed
CS
712
Credit Suisse
Switzerland
– -$746K -4,627 Closed
GSC
713
G&S Capital
Colorado
– -$719K -4,456 Closed
AI
714
Atom Investors
Texas
– -$709K -4,396 Closed
CBT
715
Capital Bank & Trust
California
– -$626K -3,883 Closed
MSAGDF
716
Moneda SA Administradora General de Fondos
Chile
– -$528K -3,274 Closed
IFS
717
Ifrah Financial Services
Arkansas
– -$487K -3,019 Closed
TSS
718
Two Sigma Securities
New York
– -$450K -2,793 Closed
BMWM
719
Brown Miller Wealth Management
Virginia
– -$420K -2,605 Closed
NAM
720
NorthCoast Asset Management
Connecticut
– -$358K -2,220 Closed
RIA
721
Regal Investment Advisors
Michigan
– -$288K -1,784 Closed
PCA
722
Providence Capital Advisors
North Carolina
– -$286K -1,773 Closed
IC
723
Innealta Capital
Texas
– -$284K -1,759 Closed
FAG
724
Financial Advisory Group
Texas
– -$275K -1,703 Closed
LSA
725
Lion Street Advisors
Texas
– -$239K -1,681 Closed
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