iShares MSCI USA Momentum Factor ETF
MTUM
656 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, 248 increasing their positions, 258 reducing their positions, and 78 closing their positions.
62% more call options, than puts
Call options by funds: $6.43M | Put options by funds: $3.98M
1% more capital invested
Capital invested by funds: $11.2B → $11.2B (+$59.3M)
0.53% less ownership
Funds ownership: 73.33% → 72.8% (-0.53%)
4% less repeat investments, than reductions
Existing positions increased: 248 | Existing positions reduced: 258
1% less funds holding in top 10
Funds holding in top 10: 95 → 94 (-1)
5% less funds holding
Funds holding: 690 → 656 (-34)
24% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$249M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$217M |
| 3 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$162M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$123M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$135M |
| 2 |
GC
GFG Capital
Miami,
Florida
|
-$106M |
| 3 |
BlackRock
New York
|
-$92.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$83.2M |
| 5 |
Morgan Stanley
New York
|
-$77.9M |
MTUM Hedge Fund Activity: Q3 2021 in Review
656 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q3 2021, worth a combined $11.2B — up 0.53% from $11.2B a quarter earlier.
Sellers outnumbered buyers: 78 funds closed out of MTUM and 59 opened new positions — a net loss of 19 holders — while 258 trimmed existing stakes and 248 added.
The largest buyer was Osaic Holdings, adding an estimated $249M. The largest seller was Citigroup, cutting an estimated $135M.
- 656 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q3 2021, down from 690 in Q2 2021.
- Funds reported $11.2B of iShares MSCI USA Momentum Factor ETF stock for Q3 2021, up 0.53% quarter-over-quarter.
- 59 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q3 2021 and 78 closed out, a net change of -19 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q3 2021 was Osaic Holdings, an estimated $249M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q3 2021 was Citigroup, an estimated $135M sold.
Based on aggregated 13F filings for Q3 2021.