iShares MSCI USA Momentum Factor ETF
MTUM
688 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, 219 reducing their positions, and 71 closing their positions.
73% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 71
26% more repeat investments, than reductions
Existing positions increased: 276 | Existing positions reduced: 219
8% more capital invested
Capital invested by funds: $9.41B → $10.1B (+$713M)
7% more funds holding
Funds holding: 642 → 688 (+46)
1.61% more ownership
Funds ownership: 70.83% → 72.44% (+1.6%)
10% less funds holding in top 10
Funds holding in top 10: 106 → 95 (-11)
51% less call options, than puts
Call options by funds: $23.1M | Put options by funds: $47.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$472M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$277M |
| 3 |
BlackRock
New York
|
+$139M |
| 4 |
LPL Financial
San Diego,
California
|
+$56.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$52.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$103M |
| 2 |
SG Americas Securities
New York
|
-$91.1M |
| 3 |
TEE
Tibra Equities Europe
London,
United Kingdom
|
-$91.1M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$59.5M |
| 5 |
ACG
Arch Capital Group
Pembroke,
Bermuda
|
-$40.6M |
MTUM Hedge Fund Activity: Q1 2021 in Review
688 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q1 2021, worth a combined $10.1B — up 7.6% from $9.41B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new MTUM positions and 71 closed out — a net gain of 52 holders — while 276 added to existing stakes and 219 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $472M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $103M.
- 688 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q1 2021, up from 642 in Q4 2020.
- Funds reported $10.1B of iShares MSCI USA Momentum Factor ETF stock for Q1 2021, up 7.6% quarter-over-quarter.
- 123 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q1 2021 and 71 closed out, a net change of +52 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $472M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q1 2021 was Provida Pension Fund Administrator, an estimated $103M sold.
Based on aggregated 13F filings for Q1 2021.