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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
$389M
2
CCMG
Clark Capital Management Group
Pennsylvania
$224M
3
SOMRS
State of Michigan Retirement System
Michigan
$289M
4
HI
Horizon Investments
North Carolina
$162M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.18B

Top Sellers

1
Citigroup
Citigroup
New York
$9.32M
2
GC
GFG Capital
Florida
$2.06M
3
BlackRock
BlackRock
New York
$305M
4
Bank of America
Bank of America
North Carolina
$451M
5
Morgan Stanley
Morgan Stanley
New York
$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$44.4M +$6.22M +35,436 +16%
FFA
52
Fragasso Financial Advisors
Pennsylvania
$42.8M +$779K +4,436 +2%
DLIC
53
Daido Life Insurance Company
Japan
$42.5M – – –
AA
54
ACT Advisors
North Carolina
$33.1M +$115K +657 +0.3%
RCM
55
Requisite Capital Management
Texas
$32.5M +$1M +5,703 +3%
TWM
56
TMD Wealth Management
Arizona
$31.7M +$1.99M +11,335 +7%
SFO
57
Stokes Family Office
Louisiana
$31.2M +$1.63M +9,259 +5%
LPT
58
Legacy Private Trust
Wisconsin
$31.1M +$1.37M +7,791 +5%
ACM
59
Armbruster Capital Management
New York
$30.9M +$1.08M +6,156 +4%
IWS
60
Insight Wealth Strategies
California
$30.4M -$367K -2,091 -1%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$30.1M -$3M -17,093 -9%
BWA
62
Burt Wealth Advisors
Maryland
$29.7M -$150K -854 -0.5%
HighTower Advisors
63
HighTower Advisors
Illinois
$29.3M +$3.68M +20,953 +14%
SP
64
Symmetry Partners
Connecticut
$28.7M +$1.74M +9,849 +6%
KAS
65
Kestra Advisory Services
Texas
$28.4M +$4.61M +26,243 +19%
IDA
66
Intelligence Driven Advisers
California
$28.2M +$1.16M +6,552 +4%
CAN
67
Cetera Advisor Networks
California
$27.6M -$3.5M -19,946 -11%
FWM
68
Focused Wealth Management
New York
$27.1M -$223K -1,269 -0.8%
WDL
69
Well Done LLC
Michigan
$25.7M -$229K -1,305 -0.9%
OC
70
Oppenheimer & Co
New York
$23.6M +$568K +3,235 +2%
BIA
71
Bell Investment Advisors
California
$23.4M +$23.4M +133,395 New
LF
72
Lee Financial
Texas
$23.1M +$521K +2,967 +2%
GWAG
73
Garrett Wealth Advisory Group
Texas
$21.7M -$261K -1,487 -1%
PIN
74
Prudent Investors Network
California
$21.6M +$306K +1,740 +1%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$21.1M -$9.92M -56,473 -32%
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