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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 %
CCP
101
Cardan Capital Partners
Colorado
$15.4M -$8.08M -46,617 -34%
GT
102
Glenview Trust
Kentucky
$15.3M +$155K +896 +1%
AFC
103
Adaptive Financial Consulting
Ohio
$15.2M +$225K +1,298 +2%
DILIC
104
Dai-ichi Life Insurance Company
Japan
$15.1M +$1.68M +9,691 +13%
Bank Julius Baer & Co
105
Bank Julius Baer & Co
Switzerland
$15M -$578K -3,333 -4%
F
106
F3Logic
Minnesota
$14.9M -$4.49M -25,862 -23%
SWA
107
Sax Wealth Advisors
New Jersey
$14.9M -$436K -2,514 -3%
FIA
108
Foundations Investment Advisors
Arizona
$14.3M +$3.72M +21,516 +35%
FSA
109
Financial Sense Advisors
California
$14.2M +$765K +4,412 +6%
SPI
110
Santori & Peters Inc
Pennsylvania
$14.2M -$85K -490 -0.6%
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$14.1M -$17.8M -102,371 -56%
EC
112
Estate Counselors
Wisconsin
$14.1M -$151K -870 -1%
PAG
113
Private Advisor Group
New Jersey
$13.7M -$553K -3,189 -4%
NL
114
Navalign LLC
California
$13.5M +$13.5M +78,004 +100,005%
EWF
115
Epstein & White Financial
California
$13.4M +$702K +4,036 +6%
MCA
116
Magnolia Capital Advisors
Mississippi
$13.4M +$13.4M +77,217 New
CCFM
117
Clear Creek Financial Management
Washington
$13.3M +$11.5M +66,122 +610%
SFPM
118
Sensible Financial Planning & Management
Massachusetts
$12.9M +$268K +1,545 +2%
US Bancorp
119
US Bancorp
Minnesota
$12.5M -$1.02M -5,886 -8%
SFS
120
Strategic Financial Services
New York
$12.5M +$812K +4,684 +7%
CPIG
121
Chicago Partners Investment Group
Illinois
$12.3M +$516K +2,942 +4%
Lido Advisors
122
Lido Advisors
California
$11.8M +$757K +4,367 +7%
BMM
123
Berkshire Money Management
Massachusetts
$11.8M +$388K +2,239 +3%
FA
124
Fortis Advisors
Pennsylvania
$11.7M +$63.6K +825 +0.5%
TWM
125
Trinity Wealth Management
Pennsylvania
$11.7M +$591K +3,409 +5%
3 4
5
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