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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 %
GCP
551
GSA Capital Partners
United Kingdom
$311K +$17.3K +95 +6%
PPA
552
Parametric Portfolio Associates
Washington
$308K -$51.5K -283 -14%
WCA
553
Westover Capital Advisors
Delaware
$307K +$3.28K +18 +1%
WOSD
554
WFA of San Diego
California
$306K -$179K -984 -37%
TCM
555
TD Capital Management
Tennessee
$306K +$728 +4 +0.2%
SWP
556
Summit Wealth Partners
Florida
$301K -$13.5K -74 -4%
IWP
557
Icon Wealth Partners
Texas
$293K – – –
CNBTD
558
Citizens National Bank Trust Department
Mississippi
$286K +$286K +1,573 New
BAAM
559
Baker Avenue Asset Management
California
$284K -$32K -176 -10%
MAC
560
Mason & Associates (California)
California
$283K +$283K +1,557 New
FTS
561
Fifth Third Securities
Ohio
$281K – – –
SWM
562
Sugarloaf Wealth Management
Georgia
$279K -$68.6K -377 -20%
PFG
563
Peterson Financial Group
Iowa
$279K +$279K +1,532 New
Simplex Trading
564
Simplex Trading
Illinois
$277K -$167K -921 -38%
RFC
565
Regions Financial Corp
Alabama
$277K +$277K +1,522 New
SP
566
Successful Portfolios
Florida
$276K -$48.8K -268 -15%
WSC
567
Wellington Shields & Co
New York
$276K +$36.7K +202 +15%
CCM
568
Carlson Capital Management
Minnesota
$274K – – –
JEST
569
JTC Employer Solutions Trustee
Jersey
$273K – – –
IAA
570
Independent Advisor Alliance
North Carolina
$267K – – –
WA
571
Win Advisors
Florida
$264K +$264K +1,450 New
GWS
572
Glassman Wealth Services
Virginia
$261K +$48.8K +269 +23%
MOS
573
MGO One Seven
Ohio
$260K – – –
MGIA
574
Moneta Group Investment Advisors
Missouri
$252K -$20.4K -112 -7%
SIA
575
Soltis Investment Advisors
Utah
$252K +$252K +1,385 New
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