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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 %
FCA
576
FLC Capital Advisors
California
$250K -$1.19M -6,515 -83%
TWM
577
Tradition Wealth Management
Minnesota
$249K +$1.27K +7 +0.5%
TLFA
578
True Link Financial Advisors
California
$247K – – –
TP
579
Tranquility Partners
Tennessee
$245K -$5.63K -31 -2%
OAM
580
Occidental Asset Management
California
$243K -$2.73K -15 -1%
KWS
581
Keystone Wealth Services
California
$239K +$239K +1,313 New
T
582
TNF
Montana
$237K – – –
NL
583
NKCFO LLC
Illinois
$236K +$236K +1,300 New
AA
584
Ancora Advisors
Ohio
$235K -$7.28K -40 -3%
RHP
585
Royal Harbor Partners
Texas
$233K – – –
3LCM
586
3D/L Capital Management
Connecticut
$233K +$727 +4 +0.3%
TA
587
TKG Advisors
Indiana
$231K +$231K +1,272 New
USCWA
588
U.S. Capital Wealth Advisors
Texas
$230K -$210K -1,154 -48%
AL
589
Aspiriant LLC
California
$230K – – –
SC
590
Saiph Capital
New Jersey
$230K +$230K +1,264 New
TVAMP
591
Tennessee Valley Asset Management Partners
Tennessee
$229K -$546K -2,998 -70%
SMC
592
Smith, Moore & Co
Missouri
$228K – – –
T
593
TCWP
Ohio
$226K +$226K +1,245 New
WT
594
Washington Trust
Rhode Island
$225K -$328K -1,800 -59%
FAG
595
Financial Advisory Group
Texas
$224K +$910 +5 +0.4%
HS
596
Horan Securities
United States
$223K +$223K +1,227 New
MBT
597
Montecito Bank & Trust
California
$222K -$2.36K -13 -1%
CMS
598
Capital Market Strategies
Florida
$220K +$220K +1,209 New
NCM
599
NCM Capital Management
New Jersey
$218K +$218K +1,201 New
C
600
CEDRUS
Colorado
$217K +$217K +1,191 New
22 23
24
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