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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 %
FIG
476
FundX Investment Group
California
$506K – – –
RIM
477
Regent Investment Management
Kentucky
$505K +$82.3K +453 +19%
WA
478
WBH Advisory
Maryland
$499K -$11.5K -63 -2%
SCA
479
Snowden Capital Advisors
New York
$498K -$273K -1,502 -35%
HGWM
480
Horst & Graben Wealth Management
Oregon
$495K -$134K -736 -21%
EWA
481
EP Wealth Advisors
California
$495K -$19.1K -105 -4%
FWM
482
Fingerlakes Wealth Management
New York
$484K +$484K +2,665 New
SWAG
483
Spectrum Wealth Advisory Group
California
$481K +$182 +1 +0%
AMCA
484
Arthur M. Cohen & Associates
Illinois
$473K -$247K -1,359 -34%
FCFC
485
First Citizens Financial Corp
Iowa
$467K +$364 +2 +0.1%
PAG
486
Private Advisory Group
Washington
$464K +$464K +2,551 New
TB
487
Treynor Bancshares
Iowa
$457K +$457K +2,515 New
National Bank of Canada
488
National Bank of Canada
Quebec, Canada
$456K +$456K +2,509 New
AF
489
Allworth Financial
California
$455K -$62.8K -346 -12%
CAM
490
Cidel Asset Management
Ontario, Canada
$455K -$16.3K -90 -3%
RIA
491
Regal Investment Advisors
Michigan
$454K +$14.4K +79 +3%
OPCM
492
Osborne Partners Capital Management
California
$449K -$18.2K -100 -4%
DWM
493
Dopkins Wealth Management
New York
$449K +$449K +2,472 New
MIH
494
Meitav Investment House
Israel
$448K – – –
GVAG
495
Great Valley Advisor Group
Delaware
$447K -$53.3K -293 -11%
MA
496
Mezzasalma Advisors
New Jersey
$445K -$15.8K -87 -3%
TI
497
Trexquant Investment
Connecticut
$445K +$445K +2,449 New
AIP
498
Ahrens Investment Partners
Louisiana
$443K -$1.7M -9,381 -79%
AFO
499
Allie Family Office
Florida
$442K +$442K +2,433 New
AG
500
Ascent Group
Virginia
$439K +$439K +2,742 New
18 19
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