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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 %
DADC
201
D.A. Davidson & Co
Montana
$4.62M +$6.67K +38 +0.1%
CFGS
202
Concourse Financial Group Securities
Alabama
$4.5M -$4.53M -25,820 -50%
FA
203
Fermata Advisors
California
$4.5M +$16.7K +95 +0.4%
AFP
204
Ausdal Financial Partners
Iowa
$4.33M -$402K -2,291 -8%
SWP
205
Strategic Wealth Partners
Ohio
$4.27M +$91.5K +521 +2%
CIAS
206
CFS Investment Advisory Services
New Jersey
$4.2M +$4.2M +23,899 New
WP
207
WealthSource Partners
California
$4.19M -$7.13M -40,598 -63%
IA
208
IFP Advisors
Florida
$4.19M +$2.01M +11,407 +92%
NFG
209
Nations Financial Group
Iowa
$4.16M +$4.16M +23,686 New
PA
210
Parallel Advisors
California
$4.14M -$1.03M -5,875 -20%
MA
211
Mutual Advisors
Nebraska
$4.11M +$69.2K +394 +2%
MCM
212
Monument Capital Management
Virginia
$4.1M -$22.5K -128 -0.5%
NAM
213
NTV Asset Management
West Virginia
$4.03M +$3.08M +17,525 +322%
PA
214
PFG Advisors
Arizona
$4.01M -$3.69K -21 -0.1%
WA
215
WESPAC Advisors
California
$3.99M +$3.99M +22,706 New
PPWM
216
PFG Private Wealth Management
Florida
$3.99M +$212K +1,209 +6%
VIM
217
Vista Investment Management
Pennsylvania
$3.94M +$91.3K +520 +2%
EC
218
Estate Counselors
Wisconsin
$3.89M -$10.4M -59,120 -73%
LS
219
Leelyn Smith
Illinois
$3.88M -$24.6K -140 -0.6%
LAS
220
Lloyd Advisory Services
Georgia
$3.84M +$3.68M +20,964 +2,399%
SFSG
221
Sound Financial Strategies Group
Mississippi
$3.8M +$3.47M +19,786 +1,072%
TFA
222
Tranquilli Financial Advisor
New Jersey
$3.77M +$3.25M +18,501 +626%
SFS
223
Sowell Financial Services
Arkansas
$3.69M -$1.02M -5,784 -22%
NEPWA
224
New England Private Wealth Advisors
Massachusetts
$3.61M +$4.92K +28 +0.1%
SBIA
225
Sheaff Brock Investment Advisors
Indiana
$3.59M +$96K +547 +3%
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