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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
$141M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$124M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$82.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.07B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$320M

Top Sellers

1
AIC
Ameritas Investment Company
Nebraska
$65.4M
2
USAA
United Services Automobile Association
Texas
$0
3
Victory Capital Management
Victory Capital Management
Texas
$0
4
AI
AdvisorShares Investments
Maryland
$0
5
Goldman Sachs
Goldman Sachs
New York
$9.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B +$79.4M +457,928 +8%
Morgan Stanley
2
Morgan Stanley
New York
$527M -$23M -132,338 -4%
Bank of America
3
Bank of America
North Carolina
$526M -$8.19M -47,200 -2%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$415M +$14M +80,488 +3%
RJA
5
Raymond James & Associates
Florida
$411M +$20.3M +116,856 +5%
BlackRock
6
BlackRock
New York
$391M +$43.6M +251,135 +13%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$320M +$49.5M +285,162 +18%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$311M – – –
LPL Financial
9
LPL Financial
California
$272M -$21.6M -124,368 -7%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$257M +$17.2M +100,351 +7%
Ameriprise
11
Ameriprise
Minnesota
$244M -$31.2M -179,578 -11%
UBS Group
12
UBS Group
Switzerland
$199M -$20.3M -117,194 -9%
Wells Fargo
13
Wells Fargo
California
$197M -$38.5M -221,873 -16%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$171M -$11.2M -64,344 -6%
CPO
15
Cerity Partners OCIO
New York
$159M +$14.7M +84,685 +10%
AssetMark Inc
16
AssetMark Inc
California
$154M +$17.7M +102,210 +13%
Citigroup
17
Citigroup
New York
$141M +$130M +747,326 +1,100%
Osaic Holdings
18
Osaic Holdings
Arizona
$140M -$4.07M -23,475 -3%
SOMRS
19
State of Michigan Retirement System
Michigan
$128M -$1.6M -9,200 -1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$125M -$908K -5,236 -0.7%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$124M +$110M +375,361 +764%
KeyBank National Association
22
KeyBank National Association
Ohio
$123M +$2.86M +16,487 +2%
SEIA
23
Signature Estate & Investment Advisors
California
$122M +$12.1M +69,481 +11%
OFG
24
Oxford Financial Group
Indiana
$114M +$68.2K +393 +0.1%
SC
25
Savant Capital
Illinois
$104M +$7.69M +44,332 +8%
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