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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
$141M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$124M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$82.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.07B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$320M

Top Sellers

1
AIC
Ameritas Investment Company
Nebraska
$65.4M
2
USAA
United Services Automobile Association
Texas
$0
3
Victory Capital Management
Victory Capital Management
Texas
$0
4
AI
AdvisorShares Investments
Maryland
$0
5
Goldman Sachs
Goldman Sachs
New York
$9.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
51
Fragasso Financial Advisors
Pennsylvania
$41.5M +$916K +5,279 +2%
MML Investors Services
52
MML Investors Services
Massachusetts
$40.9M -$513K -2,956 -1%
HI
53
Horizon Investments
North Carolina
$39.8M +$39.8M +229,359 New
5L
54
55I LLC
Massachusetts
$38.2M +$16.6M +95,669 +77%
SPC
55
Sigma Planning Corp
Michigan
$37.7M -$795K -4,586 -2%
PI
56
PFS Investments
Georgia
$37.3M +$8.24M +47,651 +28%
PPFA
57
Provida Pension Fund Administrator
Chile
$35M -$25.3M -210,451 -42%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$32.7M -$884K -5,099 -3%
AA
59
ACT Advisors
North Carolina
$32.4M +$660K +3,837 +2%
RCM
60
Requisite Capital Management
Texas
$31.2M -$6.49M -37,434 -17%
CAN
61
Cetera Advisor Networks
California
$30.7M +$1.71M +9,863 +6%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$30.7M +$30.6M +176,684 +263,707%
IWS
63
Insight Wealth Strategies
California
$30.4M -$2.83M -16,317 -9%
BWA
64
Burt Wealth Advisors
Maryland
$29.5M -$33.5K -193 -0.1%
ACM
65
Armbruster Capital Management
New York
$29.4M -$170K -983 -0.6%
LPT
66
Legacy Private Trust
Wisconsin
$29.3M -$622K -3,587 -2%
TWM
67
TMD Wealth Management
Arizona
$29.3M +$5.44M +31,360 +23%
SFO
68
Stokes Family Office
Louisiana
$29.2M -$6.45M -37,178 -18%
FWM
69
Focused Wealth Management
New York
$27M +$770K +4,438 +3%
SP
70
Symmetry Partners
Connecticut
$26.5M +$706K +4,071 +3%
IDA
71
Intelligence Driven Advisers
California
$26.4M +$4.01M +23,139 +18%
WDL
72
Well Done LLC
Michigan
$25.6M -$2.49M -14,339 -9%
HighTower Advisors
73
HighTower Advisors
Illinois
$25.3M +$88.2K +508 +0.4%
OBWG
74
Onyx Bridge Wealth Group
New York
$25.2M +$20.6M +121,859 +452%
KAS
75
Kestra Advisory Services
Texas
$23.5M +$1.14M +6,583 +5%
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