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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 %
SCP
176
Syntal Capital Partners
Texas
$6.78M +$211K +1,214 +3%
JPMPWA
177
J.P. Morgan Private Wealth Advisors
California
$6.47M -$39.5K -228 -0.6%
HPA
178
High Probability Advisors
New York
$6.43M +$849K +4,897 +15%
HSBC Holdings
179
HSBC Holdings
United Kingdom
$6.41M +$1.69M +9,733 +36%
3F
180
360 Financial
Minnesota
$6.39M -$192K -1,110 -3%
FAIM
181
Financial Advocates Investment Management
Washington
$6.38M -$1.55M -8,909 -20%
MFG
182
Monumental Financial Group
Maryland
$6.36M -$2.28M -13,136 -26%
RA
183
RiverTree Advisors
Florida
$6.33M -$19.8K -114 -0.3%
CAG
184
Csenge Advisory Group
Florida
$6.3M -$658K -3,790 -9%
MIAN
185
Mariner Independent Advisor Network
Kansas
$6.29M +$1.39M +8,001 +28%
GL
186
Graypoint LLC
New York
$6.24M -$610K -3,518 -9%
CW
187
CreativeOne Wealth
Kansas
$6.23M +$4.48M +25,844 +256%
FLA
188
Financial Life Advisors
Texas
$6.2M +$311K +1,791 +5%
AIP
189
Almanack Investment Partners
Pennsylvania
$6.15M -$913K -5,264 -13%
1832 Asset Management
190
1832 Asset Management
Ontario, Canada
$6.09M -$905K -6,482 -13%
22CM
191
20/20 Capital Management
California
$6.01M -$229K -1,323 -4%
PFA
192
Plotkin Financial Advisors
Maryland
$6.01M -$141K -811 -2%
GAM
193
Geier Asset Management
Maryland
$5.89M +$242K +1,397 +4%
PFG
194
PAX Financial Group
Texas
$5.87M -$604K -3,483 -9%
AHC
195
Anderson Hoagland & Co
Missouri
$5.83M +$17K +98 +0.3%
PA
196
Prism Advisors
California
$5.69M -$6.85M -39,499 -55%
Cetera Investment Advisers
197
Cetera Investment Advisers
Illinois
$5.68M +$1.96M +11,274 +52%
BWM
198
Brickley Wealth Management
California
$5.67M +$68.2K +393 +1%
HFA
199
High Falls Advisors
New York
$5.65M -$577K -3,329 -9%
CAM
200
Cozad Asset Management
Illinois
$5.65M +$190K +1,095 +3%
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