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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 %
1832 Asset Management
176
1832 Asset Management
Ontario, Canada
$6.46M +$342K +2,440 +6%
SKK
177
Shepherd Kaplan Krochuk
Massachusetts
$6.44M -$456K -2,595 -7%
SAM
178
Synergy Asset Management
Washington
$6.28M +$6.28M +35,780 New
SWM
179
SigFig Wealth Management
California
$6.15M +$5.27M +30,003 +600%
PFA
180
Professional Financial Advisors
Nebraska
$6.04M +$362K +2,063 +6%
UWPG
181
Ullmann Wealth Partners Group
Florida
$6.01M +$1.58M +9,012 +36%
QAM
182
Q3 Asset Management
Michigan
$5.98M +$5.98M +34,029 New
MIAN
183
Mariner Independent Advisor Network
Kansas
$5.96M -$393K -2,243 -6%
RA
184
RiverTree Advisors
Florida
$5.82M -$592K -3,370 -9%
PFA
185
Plotkin Financial Advisors
Maryland
$5.75M -$339K -1,928 -6%
BWM
186
Brickley Wealth Management
California
$5.74M – – –
CAM
187
Cozad Asset Management
Illinois
$5.69M -$23.4K -133 -0.4%
CPC
188
Consolidated Planning Corp
Georgia
$5.66M +$202K +1,150 +4%
AIP
189
Almanack Investment Partners
Pennsylvania
$5.64M -$591K -3,363 -9%
NFG
190
Next Financial Group
Texas
$5.6M +$39.5K +225 +0.7%
SCP
191
Syntal Capital Partners
Texas
$5.29M -$1.58M -8,993 -23%
CWA
192
Centennial Wealth Advisory
Michigan
$5.24M +$4.78M +27,205 +1,024%
JGC
193
J. Goldman & Co
New York
$5.13M -$357K -2,036 -7%
NR
194
Newfound Research
Massachusetts
$5.09M +$827K +4,711 +19%
CCA
195
Cadent Capital Advisors
Oklahoma
$4.96M +$21.8K +124 +0.4%
FFN
196
Focus Financial Network
Minnesota
$4.91M +$768K +4,376 +19%
PAMG
197
Patton Albertson Miller Group
Tennessee
$4.76M -$351K -2,001 -7%
RWG
198
Regal Wealth Group
California
$4.72M -$56K -319 -1%
CIAS
199
Capital Investment Advisory Services
North Carolina
$4.67M -$96.1K -547 -2%
LCC
200
Lincoln Capital Corp
Rhode Island
$4.65M +$76.6K +436 +2%
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