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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 %
PCIA
326
Prime Capital Investment Advisors
Kansas
$1.53M +$369K +2,032 +32%
WLIM
327
White Lighthouse Investment Management
Massachusetts
$1.52M -$248K -1,362 -14%
IF
328
Intrua Financial
Texas
$1.52M -$262K -1,444 -15%
GLA
329
Good Life Advisors
Pennsylvania
$1.5M -$1.89M -10,403 -56%
ELI
330
Empire Life Investments
Ontario, Canada
$1.48M -$1.84M -10,100 -55%
4WM
331
4J Wealth Management
Virginia
$1.48M -$66.6K -366 -4%
MCC
332
Money Concepts Capital
Florida
$1.47M +$1.47M +8,109 New
DWM
333
Dakota Wealth Management
Florida
$1.45M -$38.7K -213 -3%
BIA
334
Biondo Investment Advisors
Pennsylvania
$1.45M +$103K +567 +8%
WIA
335
World Investment Advisors
California
$1.44M -$472K -2,801 -25%
PWA
336
Physician Wealth Advisors
Utah
$1.42M -$10.6K -61 -0.7%
MW
337
Marcum Wealth
Ohio
$1.42M +$254K +1,398 +22%
TFS
338
Thoroughbred Financial Services
Tennessee
$1.39M +$31.1K +171 +2%
AWE
339
Avidian Wealth Enterprises
Texas
$1.39M +$859K +4,724 +162%
CWS
340
Cypress Wealth Services
California
$1.37M -$76.6K -421 -5%
AWA
341
Acorn Wealth Advisors
Michigan
$1.37M +$9.64K +53 +0.7%
JWBC
342
John W. Brooker & Co
California
$1.36M -$28.7K -158 -2%
SW
343
SVB Wealth
Massachusetts
$1.35M +$22K +121 +2%
SFS
344
Security Financial Services
Indiana
$1.34M +$1.34M +7,357 New
GEA
345
Glen Eagle Advisors
New Jersey
$1.34M +$458K +2,519 +52%
Betterment LLC
346
Betterment LLC
New York
$1.33M +$245K +1,350 +23%
RF
347
RHS Financial
California
$1.33M -$36.4K -200 -3%
C1AG
348
Client 1st Advisory Group
Florida
$1.32M -$430K -2,364 -25%
PFS
349
Prospera Financial Services
Texas
$1.32M -$420K -2,309 -24%
SVWAG
350
Sound View Wealth Advisors Group
Georgia
$1.29M +$4K +22 +0.3%
12 13
14
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