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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 %
IWP
151
IAG Wealth Partners
Wisconsin
$8.06M +$601K +3,738 +8%
MFG
152
Monumental Financial Group
Maryland
$8.01M +$8.01M +49,816 New
BFG
153
Baron Financial Group
New Jersey
$7.87M +$401K +2,495 +5%
RWG
154
Regal Wealth Group
California
$7.82M +$16.7K +104 +0.2%
IB
155
Intrust Bank
Kansas
$7.76M +$707K +4,397 +10%
CFGS
156
Concourse Financial Group Securities
Alabama
$7.71M +$4.21M +26,143 +120%
VHAM
157
Van Hulzen Asset Management
California
$7.63M +$5.03M +31,249 +193%
REMPR
158
Roof Eidam Maycock Peralta (REMP)
California
$7.59M -$8.09M -50,271 -52%
UWM
159
USAdvisors Wealth Management
Minnesota
$7.52M +$5.03M +31,295 +203%
BA
160
Bellwether Advisors
Nebraska
$7.5M -$336K -2,089 -4%
FAIM
161
Financial Advocates Investment Management
Washington
$7.34M +$1.67M +10,376 +29%
SWG
162
Summit Wealth Group
Vermont
$7.25M +$577K +3,587 +9%
TWA
163
Tillar-Wenstrup Advisors
Ohio
$7.23M +$156K +972 +2%
EIA
164
Eldridge Investment Advisors
New Hampshire
$7.22M +$398K +2,475 +6%
Franklin Resources
165
Franklin Resources
California
$7.08M +$314K +1,952 +5%
CFG
166
Cooper Financial Group
California
$7M +$4.53M +28,189 +184%
BRWA
167
B. Riley Wealth Advisors
Florida
$6.94M +$2.37M +14,735 +52%
VWA
168
V Wealth Advisors
Kansas
$6.83M +$1.86M +11,562 +37%
CAG
169
Csenge Advisory Group
Florida
$6.82M +$466K +2,737 +7%
CP
170
Capital Planning
Washington
$6.78M +$185K +1,148 +3%
OWM
171
Opes Wealth Management
California
$6.67M +$112K +695 +2%
TC
172
Tacita Capital
Ontario, Canada
$6.62M -$668K -4,155 -9%
AIP
173
Almanack Investment Partners
Pennsylvania
$6.55M -$279K -1,733 -4%
CA
174
Cetera Advisors
Colorado
$6.37M -$1.04M -6,437 -14%
GL
175
Graypoint LLC
New York
$6.36M +$2.1M +13,050 +49%
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