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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 %
GT
101
Glenview Trust
Kentucky
$14M +$60.8K +378 +0.4%
AFC
102
Adaptive Financial Consulting
Ohio
$13.9M +$1.31M +8,141 +10%
CCP
103
Cassia Capital Partners
North Carolina
$13.7M -$6.18M -38,400 -31%
NA
104
NewEdge Advisors
Louisiana
$13.3M +$7.51M +46,660 +130%
EC
105
Estate Counselors
Wisconsin
$13.2M -$354K -2,200 -3%
SPI
106
Santori & Peters Inc
Pennsylvania
$13.2M -$4.5M -27,971 -25%
PAG
107
Private Advisor Group
New Jersey
$13.2M -$3.59M -22,293 -21%
US Bancorp
108
US Bancorp
Minnesota
$12.6M -$1.33M -8,238 -10%
NL
109
Navalign LLC
California
$12.5M +$12.5M +78 New
FSA
110
Financial Sense Advisors
California
$12.5M +$9.6M +59,681 +334%
DILIC
111
Dai-ichi Life Insurance Company
Japan
$12.5M +$7.77M +48,300 +166%
CPIG
112
Chicago Partners Investment Group
Illinois
$11.8M +$478K +2,724 +4%
EWF
113
Epstein & White Financial
California
$11.7M +$3.56M +22,160 +44%
SFPM
114
Sensible Financial Planning & Management
Massachusetts
$11.7M -$43.9K -273 -0.4%
PA
115
Prism Advisors
California
$11.6M -$517K -3,213 -4%
SWP
116
Stratos Wealth Partners
Ohio
$11.3M +$480K +2,981 +4%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$11.1M +$2.86M +17,755 +35%
Citigroup
118
Citigroup
New York
$10.9M +$548K +3,409 +5%
SFS
119
Strategic Financial Services
New York
$10.8M +$771K +4,796 +8%
LIA
120
LS Investment Advisors
Michigan
$10.8M -$452K -2,807 -4%
WP
121
WealthShield Partners
North Carolina
$10.7M +$4.58M +28,493 +75%
JGC
122
J. Goldman & Co
New York
$10.6M +$6.46M +40,174 +157%
BMM
123
Berkshire Money Management
Massachusetts
$10.6M +$404K +2,510 +4%
FA
124
Fortis Advisors
Pennsylvania
$10.6M +$5.45M +78,184 +107%
HI
125
Harbour Investments
Wisconsin
$10.4M +$10.4M +64,691 New
3 4
5
6 7