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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 %
KCM
76
Kathmere Capital Management
Pennsylvania
$20.6M +$897K +5,107 +5%
Stifel Financial
77
Stifel Financial
Missouri
$19.5M -$2.56M -14,561 -12%
CG
78
CFO4Life Group
Texas
$19.5M +$96.9K +552 +0.5%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$19.4M +$5.15M +29,305 +36%
ACA
80
Atlas Capital Advisors
Wyoming
$19.1M -$1.77M -10,074 -8%
CCA
81
Cobblestone Capital Advisors
New York
$19.1M +$231K +1,314 +1%
SPIA
82
Steward Partners Investment Advisory
New York
$18.7M -$577K -3,286 -3%
SGI
83
Summit Global Investments
Utah
$18.2M -$2.91M -16,575 -14%
MML Investors Services
84
MML Investors Services
Massachusetts
$18M -$23.4M -133,402 -57%
PAG
85
Private Advisor Group
New Jersey
$17.3M +$3.49M +19,897 +25%
CCP
86
Cardan Capital Partners
Colorado
$17.1M +$1.51M +8,600 +10%
MFS
87
Madrona Financial Services
Washington
$17M +$637K +3,626 +4%
FA
88
Forefront Analytics
Pennsylvania
$16.9M +$112K +637 +0.7%
CF
89
Centaurus Financial
California
$16.8M -$370K -2,106 -2%
PPFA
90
Provida Pension Fund Administrator
Chile
$16.8M -$34.8M -196,113 -67%
APA
91
American Portfolios Advisors
New York
$16.4M +$6.93M +39,485 +73%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$16.4M -$2.95M -16,791 -15%
SCM
93
Stonehearth Capital Management
Massachusetts
$16.2M -$368K -2,097 -2%
DCM
94
Donaldson Capital Management
Indiana
$16.2M +$94.1K +536 +0.6%
GT
95
Glenview Trust
Kentucky
$15.8M +$356K +2,025 +2%
SWA
96
Sax Wealth Advisors
New Jersey
$15.7M +$644K +3,668 +4%
FDCC
97
Foster Dykema Cabot & Co
Massachusetts
$15.6M -$1.72M -9,784 -10%
AFC
98
Adaptive Financial Consulting
Ohio
$15.6M +$155K +885 +1%
Bank Julius Baer & Co
99
Bank Julius Baer & Co
Switzerland
$15.1M -$102K -580 -0.7%
FSA
100
Financial Sense Advisors
California
$14.7M +$270K +1,539 +2%
2 3
4
5 6