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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 %
5L
101
55I LLC
Massachusetts
$14.6M -$24.1M -137,162 -62%
FIA
102
Foundations Investment Advisors
Arizona
$14.5M -$203K -1,142 -1%
F
103
F3Logic
Minnesota
$14.4M -$734K -4,179 -5%
SWM
104
Spire Wealth Management
Virginia
$14.3M +$1.97M +8,870 +16%
SPI
105
Santori & Peters Inc
Pennsylvania
$14.2M -$186K -1,059 -1%
EH
106
Equitable Holdings
New York
$14.1M +$2.55M +14,501 +22%
SFPM
107
Sensible Financial Planning & Management
Massachusetts
$13.9M +$817K +4,650 +6%
NL
108
Navalign LLC
California
$13.8M +$79.5K +453 +0.6%
MCA
109
Magnolia Capital Advisors
Mississippi
$13.6M +$54.6K +311 +0.4%
AI
110
Atria Investments
North Carolina
$13.3M -$6.31M -35,916 -32%
HI
111
Harbour Investments
Wisconsin
$13.3M +$2.32M +13,201 +21%
US Bancorp
112
US Bancorp
Minnesota
$13.2M +$534K +3,039 +4%
AC
113
Apella Capital
Connecticut
$13.2M +$4.18M +23,823 +47%
CPIG
114
Chicago Partners Investment Group
Illinois
$13.1M -$87.5K -463 -0.7%
SFS
115
Strategic Financial Services
New York
$13M +$415K +2,364 +3%
DILIC
116
Dai-ichi Life Insurance Company
Japan
$12.7M -$2.6M -14,797 -17%
Lido Advisors
117
Lido Advisors
California
$12.7M +$571K +3,216 +5%
BRWA
118
B. Riley Wealth Advisors
Florida
$12.3M +$4.91M +27,978 +67%
HPA
119
High Probability Advisors
New York
$12.3M +$5.77M +32,830 +89%
TWM
120
Trinity Wealth Management
Pennsylvania
$12.2M +$299K +1,700 +3%
TWA
121
Tillar-Wenstrup Advisors
Ohio
$12.2M +$540K +3,076 +5%
DA
122
Detalus Advisors
Missouri
$11.8M +$548K +3,123 +5%
AWA
123
ARQ Wealth Advisors
Arizona
$11.7M +$231K +1,316 +2%
MWA
124
Meridian Wealth Advisors
Texas
$11.7M +$633K +3,604 +6%
LIA
125
LS Investment Advisors
Michigan
$11.6M +$533K +3,033 +5%
3 4
5
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