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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
$917M
2
RJA
Raymond James & Associates
Florida
$363M
3
BlackRock
BlackRock
New York
$322M
4
LPL Financial
LPL Financial
California
$272M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$53.8M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$78M
2
SG Americas Securities
SG Americas Securities
New York
$0
3
TEE
Tibra Equities Europe
United Kingdom
$0
4
SS
Simplicity Solutions
Minnesota
$360K
5
ACG
Arch Capital Group
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$917M +$459M +2,851,926 +100%
Morgan Stanley
2
Morgan Stanley
New York
$510M +$2.67M +16,579 +0.5%
Bank of America
3
Bank of America
North Carolina
$496M -$7.52M -46,725 -1%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$372M +$40.1M +249,530 +12%
RJA
5
Raymond James & Associates
Florida
$363M +$269M +1,672,957 +287%
BlackRock
6
BlackRock
New York
$322M +$136M +843,155 +73%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$311M – – –
LPL Financial
8
LPL Financial
California
$272M +$54.9M +341,234 +25%
Ameriprise
9
Ameriprise
Minnesota
$256M -$20.7M -128,238 -7%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$251M +$50.8M +315,538 +25%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$234M +$6.86M +41,137 +3%
Wells Fargo
12
Wells Fargo
California
$218M -$22.1M -137,624 -9%
UBS Group
13
UBS Group
Switzerland
$203M -$6.56M -40,792 -3%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$169M -$10.5M -65,362 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$134M +$32.9M +204,460 +33%
CPO
16
Cerity Partners OCIO
New York
$134M +$17.6M +109,286 +15%
AssetMark Inc
17
AssetMark Inc
California
$126M +$12.9M +80,183 +11%
SOMRS
18
State of Michigan Retirement System
Michigan
$120M +$10.1M +62,590 +9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$117M +$4.49M +27,926 +4%
KeyBank National Association
20
KeyBank National Association
Ohio
$112M -$10.4M -64,608 -9%
OFG
21
Oxford Financial Group
Indiana
$106M +$2.24M +13,932 +2%
SEIA
22
Signature Estate & Investment Advisors
California
$102M +$7.28M +45,268 +8%
Victory Capital Management
23
Victory Capital Management
Texas
$94.6M -$13.3M -82,967 -12%
USAA
24
United Services Automobile Association
Texas
$94.6M -$12.3M -76,208 -11%
BDF
25
Balasa Dinverno & Foltz
$93.4M -$465K -2,889 -0.5%
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