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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
$413M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$534M
3
Citigroup
Citigroup
New York
$70.7M
4
EWM
Empirical Wealth Management
Washington
$30.3M
5
RJA
Raymond James & Associates
Florida
$449M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$665M
2
Osaic Holdings
Osaic Holdings
Arizona
$100M
3
CCMG
Clark Capital Management Group
Pennsylvania
$20.6M
4
OPS
Orion Portfolio Solutions
Nebraska
$1.11M
5
HI
Horizon Investments
North Carolina
$94.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$100M -$302M -1,661,628 -75%
HI
27
Horizon Investments
North Carolina
$94.6M -$73.3M -403,182 -44%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$91.8M -$807K -4,439 -0.9%
1WM
29
1900 Wealth Management
Texas
$89.6M +$1.5M +8,226 +2%
Allianz Asset Management
30
Allianz Asset Management
Germany
$80.6M +$12.9M +71,026 +19%
FBFS
31
First Business Financial Services
Wisconsin
$72.7M +$713K +3,919 +1%
PI
32
PFS Investments
Georgia
$71.9M -$28.6M -157,130 -28%
Citigroup
33
Citigroup
New York
$70.7M +$61.1M +335,913 +633%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$64.5M -$371K -2,042 -0.6%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$62.9M +$1.82M +10,013 +3%
Mariner
36
Mariner
Kansas
$58.7M +$2.56M +14,079 +5%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$58.5M +$2.67M +14,700 +5%
RA
38
RFG Advisory
Alabama
$58M +$8.41M +46,249 +17%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$57.7M -$4.06M -22,341 -7%
WCG
40
Wall Capital Group
Arizona
$57.3M -$7.87M -43,260 -12%
IWC
41
Integrated Wealth Concepts
Massachusetts
$56.6M -$476K -2,619 -0.8%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$56.1M -$8.1M -43,860 -13%
CFA
43
Carroll Financial Associates
North Carolina
$53.5M -$609K -3,303 -1%
PSUF
44
People's United Financial
Connecticut
$53.3M -$12.9M -70,949 -19%
AAS
45
Ameritas Advisory Services
Nebraska
$52M +$52M +285,903 New
COF
46
Capital One Financial
Virginia
$51.7M +$3.11M +17,102 +6%
Truist Financial
47
Truist Financial
North Carolina
$47.6M -$31.4M -172,580 -40%
MCWS
48
McKinley Carter Wealth Services
West Virginia
$47.3M +$614K +3,378 +1%
FFA
49
Fragasso Financial Advisors
Pennsylvania
$44.8M +$478K +2,628 +1%
DLIC
50
Daido Life Insurance Company
Japan
$44M – – –
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