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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 %
WSTAM
701
Wilbanks Smith & Thomas Asset Management
Virginia
– -$3.94M -24,495 Closed
Jane Street
702
Jane Street
New York
– -$3.34M -20,736 Closed
GCA
703
Genesee Capital Advisors
New York
– -$3.2M -19,909 Closed
DC
704
Davenport & Co
Virginia
– -$3.08M -19,127 Closed
IC
705
Inscription Capital
Texas
– -$1.86M -11,586 Closed
GT
706
Greenleaf Trust
Michigan
– -$1.83M -11,394 Closed
VWM
707
Valley Wealth Managers
New Jersey
– -$1.7M -10,538 Closed
BAM
708
Bruderman Asset Management
New York
– -$1.59M -9,886 Closed
RWMH
709
Riverpoint Wealth Management Holdings
Illinois
– -$1.58M -9,812 Closed
SWA
710
SFMG Wealth Advisors
Texas
– -$1.57M -9,780 Closed
BCP
711
Blackhawk Capital Partners
Wisconsin
– -$1.32M -8,195 Closed
Chevy Chase Trust
712
Chevy Chase Trust
Maryland
– -$1.22M -7,608 Closed
T
713
TRUADVICE
Florida
– -$1.27M -7,330 Closed
MSA
714
Marino Stram & Associates
Massachusetts
– -$1.02M -6,341 Closed
WF
715
Welch & Forbes
Massachusetts
– -$947K -5,889 Closed
VAG
716
VisionPoint Advisory Group
Texas
– -$933K -5,799 Closed
TRCT
717
Tower Research Capital (TRC)
New York
– -$885K -5,503 Closed
Bank of Nova Scotia
718
Bank of Nova Scotia
Ontario, Canada
– -$754K -4,690 Closed
PAG
719
Private Advisory Group
Washington
– -$694K -4,312 Closed
YIH
720
Y-Intercept (HK)
Hong Kong
– -$670K -4,249 Closed
Wolverine Trading
721
Wolverine Trading
Illinois
– -$644K -4,090 Closed
Belvedere Trading
722
Belvedere Trading
Illinois
– -$530K -3,294 Closed
TCWM
723
Total Clarity Wealth Management
Illinois
– -$511K -3,178 Closed
WANY
724
Wealthspire Advisors (New York)
New York
– -$444K -2,759 Closed
ACP
725
Arcus Capital Partners
Georgia
– -$323K -2,009 Closed
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