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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

740 hedge funds and large institutions have $10.8B invested in iShares MSCI USA Momentum Factor ETF in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 232 increasing their positions, 269 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+87
Holders Change %
+13.32%
% of All Funds
11.43%
Holding in Top 10
99
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.32%
% of All Funds
1.53%
New
150
Increased
232
Reduced
269
Closed
47
Calls
$8.75M
Puts
$4.42M
Net Calls
+$4.33M
Net Calls Change
+$1.87M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$99.1M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$69.7M
3
Citigroup
Citigroup
New York
+$61.1M
4
EWM
Empirical Wealth Management
Washington
+$30.3M
5
RJA
Raymond James & Associates
Florida
+$18.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$559M
2
Osaic Holdings
Osaic Holdings
Arizona
-$302M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$211M
4
OPS
Orion Portfolio Solutions
Nebraska
-$75.7M
5
HI
Horizon Investments
North Carolina
-$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
226
Ausdal Financial Partners
Iowa
$4.14M -$343K -1,884 -8%
WWM
227
Western Wealth Management
Colorado
$4.14M +$4.14M +22,737 New
PA
228
PFG Advisors
Arizona
$4.13M -$24.7K -136 -0.6%
PA
229
Parallel Advisors
California
$4.01M -$281K -1,544 -7%
RWG
230
Regal Wealth Group
California
$3.99M -$890K -4,896 -18%
SPWM
231
Straight Path Wealth Management
Michigan
$3.93M +$3.93M +21,609 New
FA
232
Fermata Advisors
California
$3.86M -$800K -4,398 -17%
CFO
233
CVA Family Office
Colorado
$3.79M +$48K +264 +1%
SEP
234
Southland Equity Partners
Missouri
$3.78M +$162K +892 +4%
NEPWA
235
New England Private Wealth Advisors
Massachusetts
$3.74M +$6K +33 +0.2%
BPA
236
Beacon Pointe Advisors
California
$3.73M +$235K +1,294 +7%
JGC
237
J. Goldman & Co
New York
$3.73M -$1.58M -8,701 -30%
SFS
238
Sowell Financial Services
Arkansas
$3.68M -$138K -761 -4%
MIAN
239
Mariner Independent Advisor Network
Kansas
$3.6M -$2.6M -14,259 -42%
SC
240
Scotia Capital
Ontario, Canada
$3.6M +$1.65M +9,095 +85%
WA
241
WESPAC Advisors
California
$3.59M -$541K -2,978 -13%
RJT
242
Raymond James Trust
Florida
$3.54M +$148K +814 +4%
BCI
243
Brinker Capital Investments
Pennsylvania
$3.52M +$55.3K +304 +2%
CIAS
244
CFS Investment Advisory Services
New Jersey
$3.48M -$470K -2,839 -12%
OCM
245
Orion Capital Management
California
$3.47M +$16.5K +91 +0.5%
GCA
246
Genesee Capital Advisors
New York
$3.46M +$23.6K +130 +0.7%
ASN
247
Advisory Services Network
Georgia
$3.45M +$547K +3,009 +19%
FG
248
Foster Group
Iowa
$3.43M +$453K +2,491 +15%
ECG
249
Edge Capital Group
Georgia
$3.35M +$119K +655 +4%
HTC
250
Haverford Trust Company
Pennsylvania
$3.35M +$1.44M +7,904 +75%
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