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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 %
OC
76
Oppenheimer & Co
New York
$22.8M -$202K -1,163 -0.9%
LF
77
Lee Financial
Texas
$22.3M +$1.3M +7,493 +6%
Stifel Financial
78
Stifel Financial
Missouri
$21.8M -$2.24M -12,904 -9%
GWAG
79
Garrett Wealth Advisory Group
Texas
$21.7M +$425K +2,449 +2%
PIN
80
Prudent Investors Network
California
$21M +$1.27M +7,342 +6%
SGI
81
Summit Global Investments
Utah
$20.8M +$20.8M +120,243 New
ACA
82
Atlas Capital Advisors
Wyoming
$20.6M +$4.11M +23,677 +25%
KCM
83
Kathmere Capital Management
Pennsylvania
$19.5M +$836K +4,818 +4%
AI
84
Atria Investments
North Carolina
$19.3M +$787K +4,535 +4%
CG
85
CFO4Life Group
Texas
$19.2M +$556K +3,204 +3%
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$19.1M +$2.96M +17,043 +18%
SPIA
87
Steward Partners Investment Advisory
New York
$19M +$1.05M +6,060 +6%
CCA
88
Cobblestone Capital Advisors
New York
$18.6M +$481K +2,775 +3%
WP
89
WealthShield Partners
North Carolina
$17.3M +$5.75M +33,181 +50%
FDCC
90
Foster Dykema Cabot & Co
Massachusetts
$17.2M -$418K -2,410 -2%
CF
91
Centaurus Financial
California
$17M +$114K +656 +0.7%
FA
92
Forefront Analytics
Pennsylvania
$16.6M +$280K +1,612 +2%
CCP
93
Cassia Capital Partners
North Carolina
$16.4M +$1.61M +9,307 +11%
SCM
94
Stonehearth Capital Management
Massachusetts
$16.4M +$881K +5,080 +6%
ECA
95
Elevation Capital Advisory
Oregon
$16.2M +$16.2M +93,419 New
MFS
96
Madrona Financial Services
Washington
$16.2M +$181K +1,044 +1%
DCM
97
Donaldson Capital Management
Indiana
$15.9M -$585K -3,372 -4%
NA
98
NewEdge Advisors
Louisiana
$15.9M +$1.58M +9,092 +11%
PS
99
Planned Solutions
California
$15.8M +$211K +1,219 +1%
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$15.7M +$15.7M +90,318 New
2 3
4
5 6