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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 %
PFGIA
501
Patriot Financial Group Insurance Agency
Massachusetts
$434K -$82.8K -456 -16%
HWM
502
Hemington Wealth Management
Virginia
$427K +$17.6K +109 +4%
BCA
503
Biltmore Capital Advisors
New Jersey
$426K -$24.9K -137 -6%
MPW
504
MA Private Wealth
California
$423K -$91.3K -502 -18%
FIM
505
Freedom Investment Management
Connecticut
$423K +$152K +838 +56%
KWM
506
Kingsview Wealth Management
Oregon
$422K -$28K -154 -6%
GIA
507
Goodwin Investment Advisory
Georgia
$413K -$2.89M -15,702 -87%
SWM
508
Sculati Wealth Management
Michigan
$407K +$34.4K +189 +9%
SWM
509
Selective Wealth Management
Virginia
$406K +$153K +845 +61%
JF
510
Jump Financial
Illinois
$405K +$405K +2,228 New
MWM
511
Meridian Wealth Management
Kentucky
$404K -$10.9K -60 -3%
FPW
512
Flagship Private Wealth
Massachusetts
$401K -$1.64K -9 -0.4%
LBA
513
Lowell Blake & Associates
Massachusetts
$401K +$1.09K +6 +0.3%
BFA
514
Beaumont Financial Advisors
Massachusetts
$401K +$28.4K +156 +8%
SL
515
Stevard LLC
Illinois
$399K -$278K -1,525 -41%
PCA
516
Personal Capital Advisors
California
$399K -$5.41K -30 -1%
LF
517
LifeSteps Financial
California
$397K – – –
MHB
518
Midwest Heritage Bank
Iowa
$394K +$394K +2,166 New
BFPW
519
BOK Financial Private Wealth
Colorado
$390K – – –
SWA
520
Strategies Wealth Advisors
Michigan
$390K +$390K +2,143 New
RWM
521
Rockwood Wealth Management
Pennsylvania
$385K +$385K +2,119 New
JCM
522
Jacobi Capital Management
Pennsylvania
$382K – – –
AWA
523
Arkadios Wealth Advisors
Georgia
$378K +$38.1K +209 +11%
HA
524
HYA Advisors
Missouri
$377K -$238K -1,311 -39%
BFG
525
Barber Financial Group
Kansas
$375K -$873K -4,806 -70%
19 20
21
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