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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 %
RIA
726
Realta Investment Advisors
Delaware
– -$261K -1,615 Closed
CAM
727
Cresset Asset Management
Illinois
– -$258K -1,600 Closed
CRWM
728
Castle Rock Wealth Management
California
– -$260K -1,524 Closed
AIP
729
Ahrens Investment Partners
Louisiana
– -$238K -1,475 Closed
BRWM
730
B. Riley Wealth Management
Tennessee
– -$227K -1,405 Closed
BBHBI
731
B, B, H, & B Inc
Alabama
– -$222K -1,380 Closed
QC
732
QCM Cayman
Texas
– -$220K -1,363 Closed
GG
733
Golden Green
South Carolina
– -$209K -1,293 Closed
JAWM
734
J. Arnold Wealth Management
Ohio
– -$184K -1,142 Closed
D
735
Diversified
Delaware
– -$139K -941 Closed
FCH
736
Freestone Capital Holdings
Washington
– -$111K -688 Closed
TI
737
tru Independence
Oregon
– -$104K -642 Closed
MCM
738
McMillion Capital Management
North Carolina
– -$75K -466 Closed
BWM
739
Birchcreek Wealth Management
Ohio
– -$62K -385 Closed
PFO
740
Pathstone Family Office
New Jersey
– -$33K -202 Closed
SFG
741
Sowa Financial Group
Rhode Island
– -$31K -190 Closed
TA
742
Tectonic Advisors
Texas
– -$24K -150 Closed
SIAG
743
Safeguard Investment Advisory Group
California
– -$18K -112 Closed
DSC
744
Duncker Streett & Co
Missouri
– -$13K -81 Closed
AIL
745
AGF Investments LLC
Ontario, Canada
– -$12K -72 Closed
CCC
746
Crescent Capital Consulting
Louisiana
– -$9K -58 Closed
IA
747
Inspire Advisors
Idaho
– -$9K -53 Closed
OC
748
Oakworth Capital
Alabama
– -$7K -46 Closed
BWA
749
BDO Wealth Advisors
Florida
– -$7K -45 Closed
CFB
750
Cullen/Frost Bankers
Texas
– -$4K -25 Closed
27 28 29
30
31