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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 %
SHA
726
Seneca House Advisors
Virginia
– -$220K -1,367 Closed
VVP
727
Venture Visionary Partners
Ohio
– -$207K -1,288 Closed
Fisher Asset Management
728
Fisher Asset Management
Washington
– -$206K -1,280 Closed
NL
729
NKCFO LLC
Illinois
– -$177K -1,100 Closed
CL
730
COWA LLC
Oklahoma
– -$159K -934 Closed
ACM
731
Allred Capital Management
Texas
– -$115K -713 Closed
MA
732
Montag & Associates
Georgia
– -$103K -640 Closed
GSAM
733
Grant Street Asset Management
Pennsylvania
– -$89K -553 Closed
CAC
734
Certified Advisory Corp
Florida
– -$79K -491 Closed
WCM
735
Wealthcare Capital Management
Virginia
– -$70K -437 Closed
TWP
736
TFO Wealth Partners
Ohio
– -$43K -265 Closed
ADIM
737
Alpha DNA Investment Management
Maryland
– -$41K -258 Closed
MWM
738
Mascoma Wealth Management
New Hampshire
– -$39K -244 Closed
PVH
739
Psagot Value Holdings
Israel
– -$35K -219 Closed
NIC
740
Northwest Investment Counselors
Oregon
– -$20K -126 Closed
HI
741
Human Investing
Oregon
– -$19K -116 Closed
GWMIA
742
Global Wealth Management Investment Advisory
Florida
– -$9K -53 Closed
RPCA
743
Running Point Capital Advisors
California
– -$8K -49 Closed
WWM
744
Wagner Wealth Management
South Carolina
– -$6K -37 Closed
LDFR
745
Lehman & Derafelo Financial Resources
Pennsylvania
– -$4K -27 Closed
MFT
746
Moisand Fitzgerald Tamayo
Florida
– -$4K -26 Closed
SWA
747
SOA Wealth Advisors
New York
– -$1K -12 Closed
LWA
748
Lenox Wealth Advisors
New York
– -$2K -10 Closed
APWM
749
Atlas Private Wealth Management
New York
– -$1K -7 Closed
AFS
750
Annapolis Financial Services
Maryland
– -$1K -4 Closed
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