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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
+$130M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$110M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$81.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$79.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.5M

Top Sellers

1
AIC
Ameritas Investment Company
Nebraska
-$216M
2
USAA
United Services Automobile Association
Texas
-$94.6M
3
Victory Capital Management
Victory Capital Management
Texas
-$94.6M
4
AI
AdvisorShares Investments
Maryland
-$39.3M
5
Goldman Sachs
Goldman Sachs
New York
-$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
126
Tillar-Wenstrup Advisors
Ohio
$11.5M +$3.67M +21,157 +47%
EH
127
Equitable Holdings
New York
$11.4M +$1.69M +9,755 +17%
GC
128
GFG Capital
Florida
$11.4M +$10.4M +553,398 +1,028%
AWA
129
ARQ Wealth Advisors
Arizona
$11.3M +$452K +2,608 +4%
WP
130
WealthSource Partners
California
$11.2M +$348K +2,005 +3%
TWP
131
Tower Wealth Partners
Pennsylvania
$11.1M +$487K +2,806 +5%
DA
132
Detalus Advisors
Missouri
$11.1M +$584K +3,365 +6%
SWMG
133
Sanchez Wealth Management Group
Florida
$11.1M +$352K +2,030 +3%
PWM
134
Palumbo Wealth Management
New York
$10.9M +$607K +3,501 +6%
NWA
135
New World Advisors
Massachusetts
$10.9M +$10.9M +62,920 New
LIA
136
LS Investment Advisors
Michigan
$10.9M -$714K -4,114 -6%
MWA
137
Meridian Wealth Advisors
Texas
$10.9M +$1.43M +8,273 +15%
HI
138
Harbour Investments
Wisconsin
$10.8M -$409K -2,360 -4%
Creative Planning
139
Creative Planning
Kansas
$10.8M +$808K +4,658 +8%
M&T Bank
140
M&T Bank
New York
$10.5M +$9.75M +56,193 +1,332%
SWP
141
Stratos Wealth Partners
Ohio
$10.3M -$1.9M -10,977 -16%
Balyasny Asset Management
142
Balyasny Asset Management
Illinois
$9.98M +$9.98M +57,552 New
CWM
143
Cabot Wealth Management
Massachusetts
$9.98M +$529K +3,050 +6%
SWM
144
Spire Wealth Management
Virginia
$9.67M +$542K +3,124 +6%
SMG
145
Smart Money Group
Texas
$9.44M +$1.81M +13,852 +24%
CCMG
146
Clark Capital Management Group
Pennsylvania
$9.41M +$4.31M +24,836 +84%
APA
147
American Portfolios Advisors
New York
$9.38M -$220K -1,271 -2%
MWM
148
McNaughton Wealth Management
California
$9.37M +$256K +1,475 +3%
Goldman Sachs
149
Goldman Sachs
New York
$9.24M -$38.9M -224,517 -81%
IA
150
IFG Advisory
Georgia
$9.23M -$896K -5,165 -9%
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