MTUM icon

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 %
MSA
376
Marino Stram & Associates
Massachusetts
$1.07M -$15.6K -86 -1%
ATC
377
Argent Trust Co
Tennessee
$1.05M -$201K -1,106 -16%
HFS
378
Horizon Financial Services
North Carolina
$1.01M -$416K -2,290 -29%
MAG
379
Members Advisory Group
New York
$1M +$1M +5,526 New
BFA
380
Beacon Financial Advisory
Ohio
$1M -$3.09K -17 -0.3%
BNP Paribas Financial Markets
381
BNP Paribas Financial Markets
France
$987K +$981K +5,397 +17,410%
PCA
382
Peddock Capital Advisors
Massachusetts
$975K -$562K -3,088 -37%
UWM
383
USAdvisors Wealth Management
Minnesota
$966K -$7.21M -39,633 -88%
AWAG
384
ARS Wealth Advisors Group
Florida
$926K +$153K +842 +20%
PMG
385
ProVise Management Group
Florida
$924K +$40.7K +224 +5%
GSC
386
G&S Capital
Colorado
$918K +$918K +5,051 New
DI
387
Diligent Investors
California
$905K +$667K +3,665 +280%
PP
388
Prudential plc
United Kingdom
$900K +$12.7K +70 +1%
CC
389
Copperleaf Capital
North Carolina
$900K +$178K +978 +25%
QCG
390
Quadrant Capital Group
Ohio
$898K – – –
CSWG
391
Cardinal Strategic Wealth Guidance
Kentucky
$895K +$68.7K +378 +8%
RFN
392
RDA Financial Network
Iowa
$889K -$1.98M -10,920 -69%
CFS
393
CRA Financial Services
New Jersey
$885K -$34.5K -190 -4%
UOC
394
UBS O'Connor
Illinois
$885K +$885K +4,866 New
BFS
395
Bickling Financial Services
Massachusetts
$882K -$148K -813 -14%
RG
396
Retirement Group
California
$880K -$33.5K -184 -4%
PFA
397
Pettinga Financial Advisors
Indiana
$878K – – –
WA
398
Winfield Associates
Ohio
$869K – – –
VIA
399
Vident Investment Advisory
Georgia
$865K +$865K +4,757 New
IA
400
IndexIQ Advisors
New York
$855K +$829K +4,562 +3,213%
14 15
16
17 18