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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 %
SIA
276
Strategic Investment Advisors
Michigan
$2.61M +$15.8K +87 +0.6%
PAM
277
Peak Asset Management
Colorado
$2.61M +$33.8K +186 +1%
VWA
278
Visionary Wealth Advisors
Illinois
$2.61M -$58.9K -324 -2%
NWMG
279
National Wealth Management Group
Ohio
$2.59M +$2.59M +14,255 New
Cetera Investment Advisers
280
Cetera Investment Advisers
Illinois
$2.59M -$5.99M -32,925 -70%
VC
281
Vicus Capital
Pennsylvania
$2.53M +$211K +1,249 +9%
MFGP
282
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.52M -$115K -634 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
283
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.51M +$2.51M +13,796 New
MMA
284
Miracle Mile Advisors
California
$2.46M -$5.43M -29,847 -69%
BAM
285
Belpointe Asset Management
Nevada
$2.46M +$170K +934 +7%
SC
286
Sepio Capital
Utah
$2.38M +$6K +33 +0.3%
FTUS
287
Flow Traders U.S.
New York
$2.33M +$2.33M +12,785 New
SFG
288
Snider Financial Group
Washington
$2.32M +$77.6K +426 +3%
CW
289
CreativeOne Wealth
Kansas
$2.29M +$649K +3,571 +39%
TFA
290
Tranquilli Financial Advisor
New Jersey
$2.25M -$1.65M -9,071 -42%
AIA
291
Avalon Investment & Advisory
Texas
$2.15M – – –
CBFP
292
Cedar Brook Financial Partners
Ohio
$2.13M +$342K +1,882 +19%
SWM
293
Silverlake Wealth Management
Vermont
$2.12M +$2.12M +11,681 New
KA
294
Kovack Advisors
Florida
$2.07M +$1.33M +7,320 +181%
VFM
295
Vivid Financial Management
California
$2.05M -$139K -767 -6%
GC
296
GFG Capital
Florida
$2.05M -$84.9K -467 -4%
NA
297
NewEdge Advisors
Louisiana
$2.04M +$417K +2,295 +26%
MSWMA
298
Market Street Wealth Management Advisors
Indiana
$2.02M -$873K -4,803 -30%
CWM
299
Centric Wealth Management
Illinois
$1.98M +$141K +777 +8%
SFSG
300
Sound Financial Strategies Group
Mississippi
$1.97M -$1.96M -10,807 -50%
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