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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 %
TWM
126
Trinity Wealth Management
Pennsylvania
$10.3M +$1.1M +6,835 +12%
Lido Advisors
127
Lido Advisors
California
$10.3M +$1.39M +8,624 +16%
FIA
128
Foundations Investment Advisors
Arizona
$10.2M +$4.42M +26,543 +77%
Squarepoint
129
Squarepoint
New York
$10.1M +$8.99M +55,871 +795%
AWA
130
ARQ Wealth Advisors
Arizona
$10.1M +$237K +1,474 +2%
WP
131
WealthSource Partners
California
$10M +$5.81M +36,124 +137%
SWMG
132
Sanchez Wealth Management Group
Florida
$9.94M +$166K +1,032 +2%
TWP
133
Tower Wealth Partners
Pennsylvania
$9.88M +$2.57K +16 +0%
DA
134
Detalus Advisors
Missouri
$9.76M +$171K +1,063 +2%
PG
135
Prostatis Group
Maryland
$9.75M +$815K +5,068 +9%
PWM
136
Palumbo Wealth Management
New York
$9.56M +$454K +2,820 +5%
IA
137
IFG Advisory
Georgia
$9.39M -$519K -3,226 -5%
SMG
138
Smart Money Group
Texas
$9.36M -$3.49M -21,686 -27%
Creative Planning
139
Creative Planning
Kansas
$9.24M +$99.7K +620 +1%
EH
140
Equitable Holdings
New York
$9.03M +$1.84M +11,452 +26%
APA
141
American Portfolios Advisors
New York
$8.91M +$560K +3,481 +7%
MWA
142
Meridian Wealth Advisors
Texas
$8.76M +$335K +2,080 +4%
CWM
143
Cabot Wealth Management
Massachusetts
$8.76M +$528K +3,282 +6%
Citadel Advisors
144
Citadel Advisors
Florida
$8.67M +$3.44M +21,374 +66%
GC
145
GFG Capital
Florida
$8.67M +$1.29M +8,032 +18%
MWM
146
McNaughton Wealth Management
California
$8.45M -$103K -642 -1%
SWM
147
Spire Wealth Management
Virginia
$8.43M +$8.43M +52,651 New
HFS
148
Horizon Financial Services
North Carolina
$8.4M +$92.2K +573 +1%
FFG
149
Frisch Financial Group
New York
$8.22M +$8.22M +51,087 New
CIC
150
Carnegie Investment Counsel
Ohio
$8.21M +$161K +1,004 +2%
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