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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
$389M
2
CCMG
Clark Capital Management Group
Pennsylvania
$224M
3
SOMRS
State of Michigan Retirement System
Michigan
$289M
4
HI
Horizon Investments
North Carolina
$162M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.18B

Top Sellers

1
Citigroup
Citigroup
New York
$9.32M
2
GC
GFG Capital
Florida
$2.06M
3
BlackRock
BlackRock
New York
$305M
4
Bank of America
Bank of America
North Carolina
$451M
5
Morgan Stanley
Morgan Stanley
New York
$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.18B +$101M +577,288 +9%
Morgan Stanley
2
Morgan Stanley
New York
$457M -$77M -438,441 -14%
Bank of America
3
Bank of America
North Carolina
$451M -$82.2M -467,976 -15%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$448M +$27.9M +158,804 +7%
RJA
5
Raymond James & Associates
Florida
$416M -$529K -3,011 -0.1%
Osaic Holdings
6
Osaic Holdings
Arizona
$389M +$247M +1,403,396 +174%
BlackRock
7
BlackRock
New York
$305M -$91.1M -518,886 -23%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$303M -$21M -119,421 -6%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$293M +$8.11M +42,782 +3%
SOMRS
10
State of Michigan Retirement System
Michigan
$289M +$160M +910,050 +124%
Ameriprise
11
Ameriprise
Minnesota
$228M -$18.8M -106,859 -8%
CCMG
12
Clark Capital Management Group
Pennsylvania
$224M +$214M +1,220,931 +2,251%
Wells Fargo
13
Wells Fargo
California
$219M +$20M +113,696 +10%
LPL Financial
14
LPL Financial
California
$203M -$72.4M -412,402 -26%
UBS Group
15
UBS Group
Switzerland
$187M -$14.7M -83,699 -7%
AssetMark Inc
16
AssetMark Inc
California
$168M +$11.8M +67,096 +8%
CPO
17
Cerity Partners OCIO
New York
$167M +$6.68M +38,068 +4%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$166M -$7.66M -43,595 -4%
HI
19
Horizon Investments
North Carolina
$162M +$122M +694,027 +303%
KeyBank National Association
20
KeyBank National Association
Ohio
$132M +$6.77M +38,578 +5%
SEIA
21
Signature Estate & Investment Advisors
California
$128M +$4.32M +24,612 +4%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$121M +$327K +1,147 +0.3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$114M -$12.1M -69,002 -10%
OFG
24
Oxford Financial Group
Indiana
$113M -$1.88M -10,730 -2%
SC
25
Savant Capital
Illinois
$111M +$5.67M +32,266 +5%
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