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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 %
OC
76
Oppenheimer & Co
New York
$21.3M -$1.78M -11,043 -8%
KAS
77
Kestra Advisory Services
Texas
$20.8M +$5.08M +31,558 +32%
IDA
78
Intelligence Driven Advisers
California
$20.8M +$268K +1,667 +1%
5L
79
55I LLC
Massachusetts
$20.1M +$19.2M +119,054 +2,097%
GWAG
80
Garrett Wealth Advisory Group
Texas
$19.7M +$340K +2,113 +2%
LF
81
Lee Financial
Texas
$19.5M +$754K +4,686 +4%
PIN
82
Prudent Investors Network
California
$18.3M +$1.31M +8,116 +8%
F
83
F3Logic
Minnesota
$18M -$13.4M -83,125 -43%
CG
84
CFO4Life Group
Texas
$17.3M +$521K +3,238 +3%
KCM
85
Kathmere Capital Management
Pennsylvania
$17.3M +$1.24M +7,715 +8%
AI
86
Atria Investments
North Carolina
$17.2M -$1.23M -7,670 -7%
CCA
87
Cobblestone Capital Advisors
New York
$16.8M +$512K +3,184 +3%
SPIA
88
Steward Partners Investment Advisory
New York
$16.7M +$2.26M +14,027 +16%
FDCC
89
Foster Dykema Cabot & Co
Massachusetts
$16.3M -$1.3M -8,098 -7%
CF
90
Centaurus Financial
California
$15.6M +$1.66M +10,292 +12%
DCM
91
Donaldson Capital Management
Indiana
$15.3M +$326K +2,027 +2%
ACA
92
Atlas Capital Advisors
Wyoming
$15.3M +$2.41K +15 +0%
FA
93
Forefront Analytics
Pennsylvania
$15.2M +$274K +1,705 +2%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$15M -$3.52M -21,888 -19%
MFS
95
Madrona Financial Services
Washington
$14.8M +$969K +6,023 +7%
Bank Julius Baer & Co
96
Bank Julius Baer & Co
Switzerland
$14.5M -$450K -2,791 -3%
PS
97
Planned Solutions
California
$14.4M -$636K -3,956 -4%
SCM
98
Stonehearth Capital Management
Massachusetts
$14.4M +$127K +791 +0.9%
SWA
99
Sax Wealth Advisors
New Jersey
$14.2M +$3.32M +20,614 +30%
CAG
100
Crestwood Advisors Group
Massachusetts
$14.2M -$365K -2,271 -3%
2 3
4
5 6