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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 %
FWA
651
FSC Wealth Advisors
New York
$67K +$67K +370 New
HNB
652
Huntington National Bank
Ohio
$59K -$211K – –
CBT
653
Central Bank & Trust
Kentucky
$55K +$55K +300 New
DWMG
654
DB Wealth Management Group
California
$53K – – –
Optiver Holding
655
Optiver Holding
Netherlands
$53K +$26.6K +151 +101%
TAM
656
Townsend Asset Management
North Carolina
$52K – – –
CIA
657
Cascade Investment Advisors
Oregon
$51.8K +$51.8K +285 New
CWA
658
Clearview Wealth Advisors
Oregon
$51K -$61.5K -335 -55%
MAM
659
Meeder Asset Management
Ohio
$51K – – –
PCG
660
Private Capital Group
Connecticut
$49K – – –
WB
661
Webster Bank
Connecticut
$47K – – –
JFGIW
662
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44K – – –
CA
663
Clearstead Advisors
Ohio
$40K +$15.2K +84 +61%
EWM
664
Elmwood Wealth Management
California
$38K +$38K +210 New
BC
665
Barnett & Company
Tennessee
$36K – – –
BWA
666
BDO Wealth Advisors
Florida
$35K – – –
RI
667
Rinkey Investments
California
$35K +$35K +200 New
RFA
668
Reilly Financial Advisors
California
$33K +$33K +179 New
SMG
669
Spectrum Management Group
Indiana
$32K – – –
FPS
670
Fieldpoint Private Securities
Connecticut
$30K – – –
HCP
671
Hexagon Capital Partners
Arkansas
$30K – – –
CHA
672
Carmichael Hill & Associates
Maryland
$29K +$5.91K +32 +26%
CPA
673
Cardiff Park Advisors
California
$28K +$28K +157 New
HI
674
Hudock Inc
Pennsylvania
$27K -$5.68K -32 -17%
DI
675
Disciplined Investments
Oklahoma
$27K – – –
25 26
27
28 29