MTUM icon

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 %
CAM
201
Cozad Asset Management
Illinois
$5.06M -$93.3K -580 -2%
BWM
202
BCGM Wealth Management
Indiana
$4.98M +$49.6K +290 +1%
CPC
203
Consolidated Planning Corp
Georgia
$4.93M +$201K +1,252 +4%
PFA
204
Professional Financial Advisors
Nebraska
$4.92M +$2.06M +12,785 +72%
LCC
205
Lincoln Capital Corp
Rhode Island
$4.86M -$577K -3,584 -11%
CCMG
206
Clark Capital Management Group
Pennsylvania
$4.73M +$1.87M +11,600 +65%
PFA
207
Pettinga Financial Advisors
Indiana
$4.69M +$4.69M +29,140 New
HPC
208
Hobart Private Capital
North Carolina
$4.64M +$4.64M +28,825 New
SAM
209
Stringer Asset Management
Tennessee
$4.62M -$3.58M -22,284 -44%
CSWG
210
Cardinal Strategic Wealth Guidance
Kentucky
$4.6M +$4.6M +28,601 New
MIAN
211
Mariner Independent Advisor Network
Kansas
$4.55M +$2.57M +15,981 +130%
CI
212
CX Institutional
Indiana
$4.51M +$116K +721 +3%
ACA
213
Ackerman Capital Advisors
Texas
$4.49M -$1.11M -6,919 -20%
MCC
214
Money Concepts Capital
Florida
$4.43M +$468K +2,908 +12%
HSBC Holdings
215
HSBC Holdings
United Kingdom
$4.4M -$624K -3,865 -12%
CCA
216
Cadent Capital Advisors
Oklahoma
$4.4M +$397K +2,466 +10%
OBWG
217
Onyx Bridge Wealth Group
New York
$4.33M +$150K +932 +4%
FA
218
Fermata Advisors
California
$4.33M +$4.33M +26,996 New
BCM
219
Brookstone Capital Management
Illinois
$4.3M +$1.63M +10,113 +61%
PAMG
220
Patton Albertson Miller Group
Tennessee
$4.27M +$201K +1,250 +5%
CIAS
221
Capital Investment Advisory Services
North Carolina
$4.25M +$828K +5,146 +24%
AFS
222
Access Financial Services
Minnesota
$4.07M -$3.93M -24,422 -49%
BDWCC
223
B&D White Capital Company
Texas
$4.04M +$16.8K +103 +0.4%
DADC
224
D.A. Davidson & Co
Montana
$4.02M +$5.95K +37 +0.1%
AFP
225
Ausdal Financial Partners
Iowa
$3.99M -$32.8K -204 -0.8%
7 8
9
10 11