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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
+$459M
2
RJA
Raymond James & Associates
Florida
+$269M
3
BlackRock
BlackRock
New York
+$136M
4
LPL Financial
LPL Financial
California
+$54.9M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$53.8M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$97.1M
2
SG Americas Securities
SG Americas Securities
New York
-$91.1M
3
TEE
Tibra Equities Europe
United Kingdom
-$91.1M
4
SS
Simplicity Solutions
Minnesota
-$57.8M
5
ACG
Arch Capital Group
Bermuda
-$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
176
Sowell Financial Services
Arkansas
$6.32M +$896K +5,366 +17%
1832 Asset Management
177
1832 Asset Management
Ontario, Canada
$6.28M +$165K +1,320 +3%
SKK
178
Shepherd Kaplan Krochuk
Massachusetts
$6.21M -$681K -4,236 -10%
3F
179
360 Financial
Minnesota
$6.1M -$488K -3,033 -7%
SCP
180
Syntal Capital Partners
Texas
$6.09M +$487K +3,030 +9%
JPMPWA
181
J.P. Morgan Private Wealth Advisors
California
$6.04M -$350K -2,175 -5%
PFG
182
PAX Financial Group
Texas
$6M +$6M +37,301 New
RFM
183
Royal Fund Management
Florida
$5.92M +$481K +2,992 +9%
EDRH
184
Edmond de Rothschild Holding
Switzerland
$5.89M -$148K -923 -2%
RA
185
RiverTree Advisors
Florida
$5.89M -$600K -3,729 -9%
SW
186
SteelPeak Wealth
California
$5.81M +$5.81M +36,099 New
22CM
187
20/20 Capital Management
California
$5.79M -$681K -4,236 -11%
HFA
188
High Falls Advisors
New York
$5.78M +$5.78M +35,904 New
VC
189
Vicus Capital
Pennsylvania
$5.75M +$563K +3,499 +11%
PFA
190
Plotkin Financial Advisors
Maryland
$5.7M -$889K -5,525 -13%
Millennium Management
191
Millennium Management
New York
$5.68M -$1.74M -10,788 -23%
AC
192
Apella Capital
Connecticut
$5.65M +$862K +5,356 +18%
GAM
193
Geier Asset Management
Maryland
$5.56M -$311K -1,817 -5%
NFG
194
Next Financial Group
Texas
$5.53M +$1.01M +6,289 +22%
FLA
195
Financial Life Advisors
Texas
$5.46M +$40.4K +251 +0.7%
AHC
196
Anderson Hoagland & Co
Missouri
$5.4M -$1.53M -9,484 -22%
PA
197
Parallel Advisors
California
$5.23M -$696K -4,326 -12%
BWM
198
Brickley Wealth Management
California
$5.19M +$5.95K +37 +0.1%
KPWS
199
Kestra Private Wealth Services
Texas
$5.18M +$2.1M +13,030 +68%
HPA
200
High Probability Advisors
New York
$5.17M +$161K +1,000 +3%
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