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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
+$247M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$214M
3
SOMRS
State of Michigan Retirement System
Michigan
+$160M
4
HI
Horizon Investments
North Carolina
+$122M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$101M

Top Sellers

1
Citigroup
Citigroup
New York
-$134M
2
GC
GFG Capital
Florida
-$105M
3
BlackRock
BlackRock
New York
-$91.1M
4
Bank of America
Bank of America
North Carolina
-$82.2M
5
Morgan Stanley
Morgan Stanley
New York
-$77M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMM
126
Berkshire Money Management
Massachusetts
$11.5M -$422K -2,403 -4%
TWP
127
Tower Wealth Partners
Pennsylvania
$11.4M +$163K +928 +1%
SMG
128
Smart Money Group
Texas
$11.4M -$1.27M -7,233 -10%
SWMG
129
Sanchez Wealth Management Group
Florida
$11.4M +$166K +944 +1%
M&T Bank
130
M&T Bank
New York
$11.3M +$722K +4,113 +7%
HSBC Holdings
131
HSBC Holdings
United Kingdom
$11.2M +$4.64M +26,312 +71%
KPWS
132
Kestra Private Wealth Services
Texas
$11M +$3.54M +20,141 +48%
PWM
133
Palumbo Wealth Management
New York
$10.9M -$153K -869 -1%
CGFA
134
Colton Groome Financial Advisors
North Carolina
$10.8M +$7.74M +44,057 +254%
FA
135
Fortis Advisors
Pennsylvania
$10.6M -$1.79M -21,868 -14%
Creative Planning
136
Creative Planning
Kansas
$10.3M -$583K -3,319 -5%
CWM
137
Cabot Wealth Management
Massachusetts
$10.2M +$137K +778 +1%
SWP
138
Stratos Wealth Partners
Ohio
$10.2M -$200K -1,141 -2%
Franklin Resources
139
Franklin Resources
California
$9.68M +$1.84M +10,483 +23%
IA
140
IFG Advisory
Georgia
$9.62M +$276K +1,574 +3%
SWG
141
Summit Wealth Group
Vermont
$9.46M +$1.02M +5,813 +12%
MWM
142
McNaughton Wealth Management
California
$9.46M -$22.5K -128 -0.2%
Citigroup
143
Citigroup
New York
$9.32M -$134M -762,209 -93%
BFG
144
Baron Financial Group
New Jersey
$8.93M +$149K +850 +2%
IB
145
Intrust Bank
Kansas
$8.87M +$89.7K +511 +1%
GSWM
146
Golden State Wealth Management
California
$8.86M +$128K +729 +1%
CA
147
Cetera Advisors
Colorado
$8.8M +$1.28M +7,283 +17%
FFG
148
Frisch Financial Group
New York
$8.78M +$51.8K +295 +0.6%
EIA
149
Eldridge Investment Advisors
New Hampshire
$8.68M +$40.9K +233 +0.5%
PG
150
Prostatis Group
Maryland
$8.65M +$606K +3,450 +8%
4 5
6
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