iShares MSCI USA Momentum Factor ETF
MTUM
743 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, 270 reducing their positions, and 47 closing their positions.
219% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 47
98% more call options, than puts
Call options by funds: $8.75M | Put options by funds: $4.42M
13% more funds holding
Funds holding: 656 → 743 (+87)
5% more funds holding in top 10
Funds holding in top 10: 94 → 99 (+5)
0.32% more ownership
Funds ownership: 72.8% → 73.12% (+0.32%)
4% less capital invested
Capital invested by funds: $11.2B → $10.8B (-$458M)
14% less repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 270
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$100M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$70.6M |
| 3 |
Citigroup
New York
|
+$61.9M |
| 4 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$30.7M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$567M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$306M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$214M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$76.8M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$74.3M |
MTUM Hedge Fund Activity: Q4 2021 in Review
743 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q4 2021, worth a combined $10.8B — down 4.1% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new MTUM positions and 47 closed out — a net gain of 103 holders — while 232 added to existing stakes and 270 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $100M. The largest seller was Envestnet Asset Management, cutting an estimated $567M.
- 743 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q4 2021, up from 656 in Q3 2021.
- Funds reported $10.8B of iShares MSCI USA Momentum Factor ETF stock for Q4 2021, down 4.1% quarter-over-quarter.
- 150 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q4 2021 and 47 closed out, a net change of +103 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q4 2021 was Fidelity Investments, an estimated $100M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $567M sold.
Based on aggregated 13F filings for Q4 2021.