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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
$917M
2
RJA
Raymond James & Associates
Florida
$363M
3
BlackRock
BlackRock
New York
$322M
4
LPL Financial
LPL Financial
California
$272M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$53.8M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$78M
2
SG Americas Securities
SG Americas Securities
New York
$0
3
TEE
Tibra Equities Europe
United Kingdom
$0
4
SS
Simplicity Solutions
Minnesota
$360K
5
ACG
Arch Capital Group
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
51
McKinley Carter Wealth Services
West Virginia
$37M +$4.2M +26,086 +13%
SPC
52
Sigma Planning Corp
Michigan
$35.7M +$2.13M +13,218 +6%
RCM
53
Requisite Capital Management
Texas
$34.9M +$8.54M +53,072 +32%
SFO
54
Stokes Family Office
Louisiana
$33.3M +$33.1M +204,380 +15,196%
RA
55
RFG Advisory
Alabama
$32.6M +$14.2M +88,365 +78%
AA
56
ACT Advisors
North Carolina
$32.1M +$127K +729 +0.4%
ETS
57
ESL Trust Services
New York
$32M +$2.96M +18,415 +10%
AWM
58
AE Wealth Management
Kansas
$31.2M -$34.5M -214,212 -52%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$31.2M -$7.37M -45,804 -19%
IWS
60
Insight Wealth Strategies
California
$30.8M +$11.4M +70,818 +59%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$29.6M +$13.9M +86,197 +88%
SFA
62
Stewardship Financial Advisors
Georgia
$28.8M -$362K -2,252 -1%
AIC
63
Ameritas Investment Company
Nebraska
$28.1M +$22M +136,747 +362%
LPT
64
Legacy Private Trust
Wisconsin
$27.8M +$721K +4,482 +3%
ACM
65
Armbruster Capital Management
New York
$27.5M -$3.02M -18,770 -10%
BWA
66
Burt Wealth Advisors
Maryland
$27.4M -$135K -841 -0.5%
PI
67
PFS Investments
Georgia
$27M -$23.3M -144,806 -46%
CAN
68
Cetera Advisor Networks
California
$26.9M -$29.9M -186,000 -53%
WDL
69
Well Done LLC
Michigan
$26M -$692K -4,300 -3%
FWM
70
Focused Wealth Management
New York
$24.3M -$296K -1,839 -1%
SP
71
Symmetry Partners
Connecticut
$24M +$458K +2,849 +2%
HighTower Advisors
72
HighTower Advisors
Illinois
$23.3M +$1.14M +7,086 +5%
Stifel Financial
73
Stifel Financial
Missouri
$22.3M -$2.18M -13,579 -9%
TWM
74
TMD Wealth Management
Arizona
$22.2M +$543K +3,373 +3%
CCP
75
Cardan Capital Partners
Colorado
$21.8M +$12.7M +78,930 +139%
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