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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 %
FWIA
451
Fort Washington Investment Advisors
Ohio
$578K -$12.9K -71 -2%
IA
452
Insight Advisors
Pennsylvania
$572K -$682K -3,752 -54%
OPWM
453
Oxinas Partners Wealth Management
Indiana
$568K +$6K +33 +1%
AR
454
Apeiron RIA
Texas
$567K +$567K +3,118 New
Chevy Chase Trust
455
Chevy Chase Trust
Maryland
$565K +$565K +3,106 New
OMC
456
Old Mission Capital
Illinois
$564K +$564K +3,100 New
EC
457
Estate Counselors
Wisconsin
$563K -$3.47M -19,080 -86%
CCA
458
Clearwater Capital Advisors
Illinois
$560K +$11.3K +62 +2%
FPAS
459
Focus Partners Advisor Solutions
Missouri
$552K +$552K +3,036 New
IAG
460
Investment Advisory Group
Massachusetts
$549K +$549K +3,259 New
GT
461
Glenmede Trust
Pennsylvania
$544K +$359K +1,979 +195%
BC
462
Bowman & Company
Wisconsin
$539K +$539K +2,973 New
MTWM
463
Masso Torrence Wealth Management
New Jersey
$532K +$532K +2,925 New
Prudential Financial
464
Prudential Financial
New Jersey
$528K +$99.7K +517 +23%
CWM
465
Collaborative Wealth Management
Florida
$528K +$528K +2,904 New
PWAG
466
Polaris Wealth Advisory Group
California
$527K – – –
PCM
467
Parsons Capital Management
Rhode Island
$526K +$109K +597 +26%
RF
468
Rollins Financial
Georgia
$523K +$523K +2,877 New
TSS
469
Two Sigma Securities
New York
$521K +$521K +2,867 New
HSA
470
HBK Sorce Advisory
Pennsylvania
$518K – – –
MFG
471
Merit Financial Group
Georgia
$514K – – –
IWA
472
IBEX Wealth Advisors
New Jersey
$512K +$16K +88 +3%
CWA
473
Centennial Wealth Advisory
Michigan
$509K -$4.93M -27,065 -91%
CG
474
Cutler Group
California
$509K +$182K +1,000 +56%
VAS
475
Vestmark Advisory Solutions
Massachusetts
$507K +$56.1K +308 +12%
17 18
19
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