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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 %
PFA
201
Professional Financial Advisors
Nebraska
$5.59M +$297K +1,714 +6%
NFG
202
Next Financial Group
Texas
$5.49M -$472K -2,720 -8%
JGC
203
J. Goldman & Co
New York
$5.42M -$5.99M -34,532 -52%
CPC
204
Consolidated Planning Corp
Georgia
$5.39M +$74.4K +429 +1%
PA
205
Parallel Advisors
California
$5.11M -$528K -3,043 -9%
PFA
206
Pettinga Financial Advisors
Indiana
$5.11M +$53.9K +311 +1%
PAMG
207
Patton Albertson Miller Group
Tennessee
$5.05M +$443K +2,557 +10%
CCA
208
Cadent Capital Advisors
Oklahoma
$4.88M +$136K +787 +3%
HPC
209
Hobart Private Capital
North Carolina
$4.86M -$135K -781 -3%
RWG
210
Regal Wealth Group
California
$4.71M -$3.72M -21,439 -44%
CIAS
211
Capital Investment Advisory Services
North Carolina
$4.71M +$134K +770 +3%
IAN
212
Integrated Advisors Network
Texas
$4.71M +$1.34M +7,728 +40%
AFP
213
Ausdal Financial Partners
Iowa
$4.68M +$371K +2,141 +9%
SFS
214
Sowell Financial Services
Arkansas
$4.64M -$1.92M -11,043 -29%
DADC
215
D.A. Davidson & Co
Montana
$4.55M +$221K +1,276 +5%
LCC
216
Lincoln Capital Corp
Rhode Island
$4.52M -$725K -4,180 -14%
SHJ
217
Sharkey, Howes & Javer
Colorado
$4.47M +$796K +4,592 +22%
EWA
218
Exencial Wealth Advisors
Oklahoma
$4.47M +$178K +1,028 +4%
IWP
219
Icon Wealth Partners
Texas
$4.46M +$483K +2,785 +12%
FA
220
Fermata Advisors
California
$4.42M -$263K -1,513 -6%
UWPG
221
Ullmann Wealth Partners Group
Florida
$4.38M +$1.01M +5,847 +30%
MWP
222
Meridian Wealth Partners
Pennsylvania
$4.23M +$98.3K +567 +2%
NR
223
Newfound Research
Massachusetts
$4.21M +$1.07M +6,155 +34%
SWP
224
Strategic Wealth Partners
Ohio
$4.12M -$124K -715 -3%
FFN
225
Focus Financial Network
Minnesota
$4.09M +$422K +2,436 +12%
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