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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 %
BWP
401
Bernardo Wealth Planning
Pennsylvania
$844K -$20.7K -114 -2%
FNBTCON
402
First National Bank & Trust Co of Newtown
Pennsylvania
$843K – – –
SFG
403
Sovereign Financial Group
Connecticut
$843K +$843K +4,638 New
PA
404
Prism Advisors
California
$838K -$199K -1,094 -19%
TA
405
TrueWealth Advisors
Alabama
$838K -$78.3K -431 -9%
OBWG
406
Onyx Bridge Wealth Group
New York
$835K -$1.47M -8,074 -64%
ECML
407
Eagle Capital Management (Louisiana)
Louisiana
$827K +$31.3K +172 +4%
MFW
408
Mosaic Family Wealth
Missouri
$811K +$2.18K +12 +0.3%
FHA
409
Flagship Harbor Advisors
Massachusetts
$799K +$117K +643 +17%
9WM
410
9258 Wealth Management
Ohio
$798K – – –
AB
411
Atlas Brown
Kentucky
$782K -$15.6K -86 -2%
FWP
412
FAS Wealth Partners
Kansas
$777K -$115K -632 -13%
PAS
413
Park Avenue Securities
New York
$776K -$374K -2,060 -33%
SRC
414
Shufro Rose & Co
New York
$753K +$139K +764 +23%
SB
415
Strategic Blueprint
Georgia
$750K -$1.4M -7,669 -65%
SG
416
StoneX Group
New York
$732K +$286K +1,574 +64%
PA
417
Pinnacle Associates
New York
$724K +$9.1K +50 +1%
DY
418
Dowling & Yahnke
California
$723K – – –
FH
419
FWG Holdings
Florida
$722K -$96.3K -561 -12%
TRCT
420
Tower Research Capital (TRC)
New York
$722K +$521K +2,865 +259%
VFA
421
Valeo Financial Advisors
Indiana
$721K +$120K +660 +20%
PWMAG
422
Pinnacle Wealth Management Advisory Group
New Jersey
$713K +$40.9K +225 +6%
Citadel Advisors
423
Citadel Advisors
Florida
$707K +$707K +3,890 New
MWM
424
MBE Wealth Management
Wisconsin
$704K -$83.3K -458 -11%
WMR
425
Wealth Management Resources
Rhode Island
$687K +$687K +3,778 New
15 16
17
18 19