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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 %
SCA
626
Stonebridge Capital Advisors
Minnesota
$133K +$28.8K +158 +28%
HFM
627
Hartford Financial Management
Connecticut
$131K – – –
TC
628
TAP Consulting
Missouri
$128K +$128K +705 New
ST
629
Smithfield Trust
Pennsylvania
$125K – – –
CWP
630
Concord Wealth Partners
Virginia
$117K +$117K +641 New
PAI
631
Pittenger & Anderson Inc
Nebraska
$108K -$14.8K -81 -12%
BWM
632
Baystate Wealth Management
Massachusetts
$108K +$182 +1 +0.2%
AWM
633
Avior Wealth Management
Nebraska
$104K +$12K +66 +13%
MIFH
634
Migdal Insurance & Financial Holdings
Israel
$102K – – –
RPCA
635
Running Point Capital Advisors
California
$101K +$101K +553 New
COCM
636
Charter Oak Capital Management
New Hampshire
$99K – – –
BWL
637
Bogart Wealth LLC
Virginia
$97K – – –
AWM
638
Abound Wealth Management
Tennessee
$96.2K +$96.2K +529 New
FFA
639
Founders Financial Alliance
North Carolina
$87K -$37.9K -208 -30%
TCOV
640
Trust Company of Vermont
Vermont
$87K +$87K +480 New
FHA
641
First Horizon Advisors
Tennessee
$86K -$10.1K -56 -10%
SSB
642
Sandy Spring Bank
Maryland
$83K -$5.8K -32 -7%
EWM
643
Endurance Wealth Management
Rhode Island
$82K – – –
KTC
644
Kistler-Tiffany Companies
Pennsylvania
$76K -$3.8K -21 -5%
OSAM
645
O'Shaughnessy Asset Management
Connecticut
$73K +$21.8K +120 +43%
SC
646
SouthState Corp
Florida
$72K +$72K +394 New
ZIG
647
Zullo Investment Group
Pennsylvania
$71K +$71K +390 New
ACA
648
Aptus Capital Advisors
Alabama
$69K – – –
Bessemer Group
649
Bessemer Group
New Jersey
$69K +$30K +164 +77%
AW
650
Avion Wealth
Texas
$68K – – –
24 25
26
27 28