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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 %
CFGS
151
Concourse Financial Group Securities
Alabama
$8.92M +$613K +3,533 +7%
AC
152
Apella Capital
Connecticut
$8.86M +$2.77M +15,956 +45%
CIC
153
Carnegie Investment Counsel
Ohio
$8.76M -$92.1K -531 -1%
IB
154
Intrust Bank
Kansas
$8.68M +$313K +1,805 +4%
BFG
155
Baron Financial Group
New Jersey
$8.67M +$191K +1,100 +2%
GSWM
156
Golden State Wealth Management
California
$8.62M +$7.64M +44,027 +773%
FFG
157
Frisch Financial Group
New York
$8.62M -$243K -1,402 -3%
EIA
158
Eldridge Investment Advisors
New Hampshire
$8.53M +$747K +4,305 +10%
SWG
159
Summit Wealth Group
Vermont
$8.34M +$522K +3,008 +7%
IWP
160
IAG Wealth Partners
Wisconsin
$8.3M -$397K -2,288 -5%
CFG
161
Cooper Financial Group
California
$8.25M +$697K +4,019 +9%
TC
162
Tacita Capital
Ontario, Canada
$8.02M +$886K +5,110 +12%
PG
163
Prostatis Group
Maryland
$7.95M -$2.57M -14,804 -24%
BA
164
Bellwether Advisors
Nebraska
$7.82M -$272K -1,569 -3%
REMPR
165
Roof Eidam Maycock Peralta (REMP)
California
$7.75M -$429K -2,471 -5%
Franklin Resources
166
Franklin Resources
California
$7.75M +$113K +653 +1%
Barclays
167
Barclays
United Kingdom
$7.63M +$7.63M +44,012 New
CP
168
Capital Planning
Washington
$7.44M +$133K +766 +2%
CA
169
Cetera Advisors
Colorado
$7.42M +$553K +3,190 +8%
KPWS
170
Kestra Private Wealth Services
Texas
$7.33M +$1.74M +10,040 +31%
BRWA
171
B. Riley Wealth Advisors
Florida
$7.29M -$194K -1,117 -3%
VHAM
172
Van Hulzen Asset Management
California
$7.16M -$1.07M -6,143 -13%
OWM
173
Opes Wealth Management
California
$7.15M -$40.9K -236 -0.6%
RFM
174
Royal Fund Management
Florida
$7.09M +$701K +4,043 +11%
SKK
175
Shepherd Kaplan Krochuk
Massachusetts
$6.81M +$106K +614 +2%
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