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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 %
SBIA
251
Sheaff Brock Investment Advisors
Indiana
$3.31M -$411K -2,260 -11%
HH
252
Hilltop Holdings
Texas
$3.22M +$165K +907 +5%
GIA
253
Gladstone Institutional Advisory
Florida
$3.21M +$2.59M +14,246 +416%
KFGK
254
Keystone Financial Group (Kentucky)
Kentucky
$3.2M -$1.09K -6 -0%
JWCA
255
J.W. Cole Advisors
Florida
$3.19M +$3.19M +17,528 New
FF
256
FourThought Financial
Florida
$3.19M -$121K -666 -4%
CAG
257
Crestwood Advisors Group
Massachusetts
$3.18M -$138K -757 -4%
NRW
258
Nova R Wealth
Kansas
$3.17M +$3.17M +17,452 New
WCG
259
Weaver Consulting Group
California
$3.13M +$205K +1,127 +7%
EFL
260
ERn Financial LLC
Wisconsin
$3.1M -$20.9K -115 -0.7%
Brown Advisory
261
Brown Advisory
Maryland
$3.04M – – –
RSWM
262
Robertson Stephens Wealth Management
California
$3.03M +$3.03M +16,648 New
ES
263
Eagle Strategies
New York
$2.97M +$2.97M +16,349 New
VWA
264
V Wealth Advisors
Kansas
$2.93M -$81.3K -447 -3%
TPA
265
Trivium Point Advisory
Connecticut
$2.89M +$2.89M +15,870 New
BB
266
Busey Bank
Illinois
$2.83M -$160K -877 -5%
KSWA
267
Kathleen S. Wright Associates
Pennsylvania
$2.82M +$2.82M +15,513 New
SAM
268
Stringer Asset Management
Tennessee
$2.81M -$1.37M -12,486 -33%
UCFA
269
United Capital Financial Advisors
Texas
$2.8M -$125K -686 -4%
LNC
270
Lincoln National Corp
Pennsylvania
$2.79M -$8.54K -47 -0.3%
AAS
271
Avantax Advisory Services
Texas
$2.77M +$143K +785 +5%
FEM
272
Fulcrum Equity Management
Texas
$2.76M +$2.76M +15,157 New
HIM
273
HawsGoodwin Investment Management
Tennessee
$2.75M +$175K +963 +7%
Bank of Nova Scotia
274
Bank of Nova Scotia
Ontario, Canada
$2.71M +$2.71M +14,900 New
SCM
275
SevenOneSeven Capital Management
Pennsylvania
$2.65M -$248K -1,366 -9%
9 10
11
12 13