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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 %
CRI
701
Colonial River Investments
Virginia
– -$316K -1,821 Closed
LF
702
Lantz Financial
Illinois
– -$315K -1,818 Closed
WI
703
Wintrust Investments
Illinois
– -$311K -1,791 Closed
PIA
704
Perennial Investment Advisors
California
– -$274K -1,578 Closed
HIM
705
Hanlon Investment Management
New Jersey
– -$266K -1,534 Closed
LA
706
LexAurum Advisors
Kansas
– -$250K -1,442 Closed
GI
707
Glovista Investments
New Jersey
– -$249K -1,435 Closed
BFIC
708
Bedell Frazier Investment Counselling
California
– -$248K -1,430 Closed
Principal Financial Group
709
Principal Financial Group
Iowa
– -$241K -1,388 Closed
HCIA
710
Hochman Cole Investment Advisors
Illinois
– -$238K -1,370 Closed
ACP
711
Aveo Capital Partners
Colorado
– -$231K -1,332 Closed
WP
712
WealthPLAN Partners
Nebraska
– -$239K -1,315 Closed
CCM
713
Crabel Capital Management
California
– -$224K -1,293 Closed
BP
714
BBR Partners
New York
– -$218K -1,259 Closed
SIC
715
Samalin Investment Counsel
New York
– -$207K -1,194 Closed
GFPC
716
Global Financial Private Client
Florida
– -$176K -1,012 Closed
CIA
717
Cascade Investment Advisors
Oregon
– -$149K -857 Closed
TI
718
tru Independence
Oregon
– -$130K -752 Closed
TCOV
719
Trust Company of Vermont
Vermont
– -$78K -449 Closed
EBSAM
720
Eubel Brady & Suttman Asset Management
Ohio
– -$64K -396 Closed
PWS
721
Paragon Wealth Strategies
Florida
– -$67K -388 Closed
AS
722
Altshuler Shaham
Israel
– -$38K -219 Closed
ADL
723
Asset Dedication LLC
California
– -$31K -178 Closed
SL
724
Savior LLC
Massachusetts
– -$23K -132 Closed
TFS
725
TrustCore Financial Services
Tennessee
– -$18K -101 Closed
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