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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 %
IFWM
426
Institute for Wealth Management
Colorado
$686K -$48.9K -269 -7%
AWA
427
Amplius Wealth Advisors
Pennsylvania
$670K +$670K +3,690 New
PCIG
428
Partners Capital Investment Group
Massachusetts
$669K -$3.27K -18 -0.5%
PJSIMP
429
P.J. Schmidt Investment Management (PJS)
Wisconsin
$664K +$191K +1,153 +40%
DWM
430
Darwin Wealth Management
Florida
$660K -$160K -977 -20%
FDCDDQ
431
Federation des caisses Desjardins du Quebec
Quebec, Canada
$659K +$121K +665 +22%
VR
432
Viridian RIA
Washington
$655K +$655K +3,600 New
SWM
433
SeaCrest Wealth Management
New York
$647K -$146K -805 -18%
BSW
434
Buckingham Strategic Wealth
Missouri
$646K -$94.7K -521 -13%
FAT
435
First American Trust
California
$646K +$185K +1,015 +40%
DG
436
Doman Group
New York
$646K +$646K +3,554 New
HAS
437
HBW Advisory Services
California
$644K -$2.15M -11,801 -77%
VC
438
Veracity Capital
Georgia
$644K -$27.1K -149 -4%
AllianceBernstein
439
AllianceBernstein
Tennessee
$636K – – –
STB
440
S&T Bank
Pennsylvania
$633K – – –
SXL
441
Summit X LLC
Missouri
$632K -$36.6K -201 -5%
DAS
442
Dynamic Advisor Solutions
Arizona
$627K -$293K -1,612 -32%
WAP
443
Wealthcare Advisory Partners
Pennsylvania
$610K -$25.5K -140 -4%
CFA
444
Cahill Financial Advisors
Minnesota
$603K -$232K -1,274 -28%
ACG
445
Allen Capital Group
Nebraska
$591K -$10.4K -57 -2%
BAM
446
Bruderman Asset Management
New York
$590K -$1.35M -7,450 -70%
BOPW
447
Brandywine Oak Private Wealth
Pennsylvania
$590K – – –
TFA
448
Teamwork Financial Advisors
Texas
$582K -$64K -352 -10%
DWT
449
Dorsey & Whitney Trust
South Dakota
$582K – – –
DWP
450
Destiny Wealth Partners
Florida
$580K – – –
16 17
18
19 20