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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 %
SG
601
Stonnington Group
California
$214K – – –
DP
602
Denver PWM
Colorado
$213K – – –
WSCM
603
Wellington Shields Capital Management
New York
$210K – – –
Comerica Bank
604
Comerica Bank
Texas
$209K -$15.8K -100 -7%
PWM
605
Perigon Wealth Management
California
$205K +$205K +1,128 New
FPCG
606
Fort Pitt Capital Group
Pennsylvania
$203K +$203K +1,118 New
BJL
607
Brighton Jones LLC
Washington
$202K +$202K +1,113 New
AWM
608
Axxcess Wealth Management
California
$201K +$201K +1,104 New
DSCM
609
Del-Sette Capital Management
New York
$201K +$201K +1,107 New
William Blair & Company
610
William Blair & Company
Illinois
$199K +$36.4K +200 +22%
LAS
611
Lloyd Advisory Services
Georgia
$194K -$3.77M -20,770 -95%
AWM
612
Accel Wealth Management
Iowa
$191K +$15.3K +84 +9%
AWM
613
Aspire Wealth Management
Massachusetts
$187K +$187K +1,026 New
PPWM
614
PFG Private Wealth Management
Florida
$184K -$3.93M -21,678 -96%
APC
615
Aspire Private Capital
North Carolina
$173K -$243K -1,337 -58%
JWM
616
Janiczek Wealth Management
Colorado
$169K +$39.7K +219 +31%
KFI
617
Key Financial Inc
Pennsylvania
$168K – – –
AF
618
Advisornet Financial
Minnesota
$164K -$314K -1,729 -66%
SFM
619
Signet Financial Management
New Jersey
$162K -$213K -1,171 -57%
CAAS
620
Capital Asset Advisory Services
Michigan
$158K -$167K -919 -51%
FPB
621
First PREMIER Bank
South Dakota
$152K – – –
KPCM
622
Kings Point Capital Management
New York
$147K – – –
EI
623
Ellevest Inc
New York
$147K +$546 +3 +0.4%
IF
624
Integrity Financial
Wyoming
$147K +$147K +806 New
BFEC
625
Benjamin F. Edwards & Company
Missouri
$145K – – –
23 24
25
26 27