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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 %
CIC
151
Carnegie Investment Counsel
Ohio
$8.62M -$245K -1,395 -3%
IAN
152
Integrated Advisors Network
Texas
$8.43M +$3.67M +20,883 +77%
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$8.28M +$2.53M +14,407 +44%
TC
154
Tacita Capital
Ontario, Canada
$8.07M -$56.2K -320 -0.7%
IWP
155
IAG Wealth Partners
Wisconsin
$8.01M -$389K -2,213 -5%
RFM
156
Royal Fund Management
Florida
$7.92M +$746K +4,250 +10%
UWM
157
USAdvisors Wealth Management
Minnesota
$7.89M +$6.69M +38,091 +556%
CAG
158
Csenge Advisory Group
Florida
$7.88M +$1.45M +8,200 +23%
BA
159
Bellwether Advisors
Nebraska
$7.82M -$96.7K -551 -1%
VHAM
160
Van Hulzen Asset Management
California
$7.7M +$455K +2,593 +6%
CP
161
Capital Planning
Washington
$7.65M +$114K +651 +2%
MMA
162
Miracle Mile Advisors
California
$7.62M +$7.62M +43,393 New
DRS
163
Deane Retirement Strategies
Louisiana
$7.48M +$7.48M +42,613 New
FAIM
164
Financial Advocates Investment Management
Washington
$7.45M +$988K +5,626 +15%
CCFM
165
Clear Creek Financial Management
Washington
$7.23M -$6.29M -35,802 -47%
FFS
166
Founders Financial Securities
Maryland
$7.07M +$3.76M +21,431 +114%
MFG
167
Monumental Financial Group
Maryland
$6.88M +$437K +2,486 +7%
JPMPWA
168
J.P. Morgan Private Wealth Advisors
California
$6.87M +$315K +1,794 +5%
OWM
169
Opes Wealth Management
California
$6.83M -$409K -2,331 -6%
REMPR
170
Roof Eidam Maycock Peralta (REMP)
California
$6.79M -$1.06M -6,062 -14%
SAM
171
Stringer Asset Management
Tennessee
$6.71M +$2.88M +16,390 +75%
AHC
172
Anderson Hoagland & Co
Missouri
$6.68M +$774K +4,409 +13%
FLA
173
Financial Life Advisors
Texas
$6.66M +$383K +2,180 +6%
MCM
174
MAI Capital Management
Ohio
$6.62M +$6.24M +35,539 +1,634%
3F
175
360 Financial
Minnesota
$6.54M +$75.2K +428 +1%
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