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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 %
CAL
526
Capital Advisors Ltd
Ohio
$375K – – –
MMM
527
Mendel Money Management
Illinois
$375K +$15.5K +85 +4%
PCM
528
Poehling Capital Management
Wisconsin
$373K – – –
TSA
529
Tri-Star Advisors
Texas
$372K +$4.61K +26 +1%
GWM
530
GDS Wealth Management
Texas
$368K +$368K +2,025 New
TCWM
531
Total Clarity Wealth Management
Illinois
$367K +$197K +1,082 +115%
JPLA
532
Joseph P. Lucia & Associates
New York
$366K -$221K -1,215 -38%
SMA
533
Sage Mountain Advisors
Georgia
$364K -$14.5K -80 -4%
CS
534
Comerica Securities
Michigan
$360K -$18.6K -102 -5%
DE
535
Day & Ennis
Georgia
$359K -$1.15M -6,331 -76%
W
536
WealthOne
New York
$359K -$8.18K -45 -2%
ABC
537
Associated Banc-Corp
Wisconsin
$356K +$356K +1,958 New
BHB
538
Bank Hapoalim BM
Israel
$350K -$59.2K -325 -14%
WAL
539
W Advisors LLC
Tennessee
$349K +$349K +1,922 New
HIF
540
Hill Island Financial
Michigan
$348K +$348K +1,916 New
FANJ
541
Financial Architects (New Jersey)
New Jersey
$344K +$344K +1,893 New
AAM
542
Augustine Asset Management
Florida
$343K +$343K +1,885 New
G
543
Gainplan
Michigan
$337K -$384K -2,109 -53%
APS
544
American Planning Services
Florida
$337K +$337K +1,854 New
KFSC
545
Keystone Financial Services (Colorado)
Colorado
$334K +$334K +1,837 New
NDSI
546
Newman Dignan & Sheerar Inc
Rhode Island
$333K – – –
WTA
547
Washington Trust Advisors
Massachusetts
$327K +$327K +1,800 New
CRI
548
Colonial River Investments
Virginia
$323K +$323K +1,777 New
SFG
549
Summit Financial Group
West Virginia
$314K -$6.54K -36 -2%
VWM
550
Vigilare Wealth Management
Arizona
$311K -$26.6K -146 -8%
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