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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 %
WCM
351
WealthBridge Capital Management
Ohio
$1.27M -$28K -154 -2%
UA
352
Unison Advisors
District of Columbia
$1.27M +$690K +3,796 +120%
Northern Trust
353
Northern Trust
Illinois
$1.26M +$127K +696 +11%
RW
354
Rede Wealth
Virginia
$1.25M -$9.64K -53 -0.8%
VCP
355
Vista Capital Partners
Oregon
$1.25M +$1.25M +6,857 New
PPW
356
Pinnacle Private Wealth
Massachusetts
$1.24M +$1.24M +6,834 New
TSWM
357
Tyler-Stone Wealth Management
Ohio
$1.24M +$1.24M +6,835 New
BCP
358
Blackhawk Capital Partners
Wisconsin
$1.23M +$747K +4,110 +155%
BCM
359
Brookstone Capital Management
Illinois
$1.23M -$231K -1,323 -16%
FA
360
Flagstar Advisors
New York
$1.22M -$65.1K -358 -5%
AAP
361
Arax Advisory Partners
Colorado
$1.21M +$122K +671 +11%
HWM
362
HB Wealth Management
Georgia
$1.19M +$1.19M +6,566 New
VFG
363
V2 Financial group
Illinois
$1.19M +$24.5K +135 +2%
RCS
364
Retirement Capital Strategies
California
$1.19M -$68.3K -376 -5%
APWA
365
Atlas Private Wealth Advisors
New Jersey
$1.17M -$60K -330 -5%
ACK
366
Andrew C. Karlinski
$1.16M +$1.16M +6,396 New
BFAG
367
Blackston Financial Advisory Group
Florida
$1.16M +$1.16M +6,393 New
IA
368
IFP Advisors
Florida
$1.15M -$3.23M -17,552 -74%
KWA
369
Kellett Wealth Advisors
Ohio
$1.14M +$1.14M +6,292 New
AIC
370
Ayalon Insurance Company
Israel
$1.13M -$79.8K -439 -7%
OPS
371
Orion Portfolio Solutions
Nebraska
$1.11M -$75.7M -416,516 -99%
CA
372
CGN Advisors
Kansas
$1.11M -$1.73M -9,490 -61%
CFAM
373
Center For Asset Management
Florida
$1.1M -$11.6K -64 -1%
CA
374
Calton & Associates
Florida
$1.1M -$412K -2,268 -27%
CA
375
Continuum Advisory
Idaho
$1.07M -$884K -4,859 -45%
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15
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