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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 %
GWM
301
Geneos Wealth Management
Colorado
$1.97M +$95.4K +525 +5%
IC
302
Inscription Capital
Texas
$1.93M +$14.9K +82 +0.8%
GTCM
303
Gyon Technologies Capital Management
New Jersey
$1.92M +$1.92M +10,581 New
CWM
304
CCG Wealth Management
California
$1.92M -$59.6K -328 -3%
OIA
305
OneDigital Investment Advisors
Kansas
$1.91M -$18.2K -100 -0.9%
SC
306
Stephens Consulting
Michigan
$1.87M +$1.87M +10,262 New
CAM
307
Cresset Asset Management
Illinois
$1.82M +$1.82M +9,984 New
BCM
308
Barden Capital Management
Texas
$1.81M +$1.81M +9,970 New
DT
309
Diversified Trust
Tennessee
$1.81M +$265K +1,457 +17%
CFD
310
Creative Financial Designs
Indiana
$1.8M -$141K -773 -7%
CIBC World Market
311
CIBC World Market
Ontario, Canada
$1.76M -$244K -1,343 -12%
OPWM
312
Oakwell Private Wealth Management
Texas
$1.74M -$44K -242 -2%
LFAS
313
Level Four Advisory Services
Texas
$1.72M +$1.47M +8,111 +591%
CFG
314
Cooper Financial Group
California
$1.71M -$1.23M -6,777 -42%
CWP
315
CFM Wealth Partners
Texas
$1.69M -$5.83K -32 -0.3%
IWM
316
IHT Wealth Management
Illinois
$1.67M -$118K -648 -7%
BWM
317
BCGM Wealth Management
Indiana
$1.66M -$105K -575 -6%
AWA
318
Arete Wealth Advisors
Illinois
$1.64M +$1.64M +9,004 New
QCM
319
Quest Capital Management
Texas
$1.6M +$1.16M +6,373 +260%
BCA
320
Bay Colony Advisors
Massachusetts
$1.6M +$2.36K +13 +0.1%
CA
321
CoreCap Advisors
Michigan
$1.57M +$1.57M +8,658 New
WPIC
322
White Pine Investment Company
Michigan
$1.57M -$56.9K -313 -4%
AWM
323
Apollon Wealth Management
South Carolina
$1.56M +$1.26M +6,928 +416%
PAA
324
Peregrine Asset Advisers
Oregon
$1.56M -$32K -176 -2%
AA
325
Advisory Alpha
Michigan
$1.53M -$9.64K -53 -0.6%
11 12
13
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