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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 %
FFA
676
Freedman Financial Associates
Massachusetts
$27K – – –
TA
677
Tectonic Advisors
Texas
$27K +$27K +150 New
CCM
678
Cribstone Capital Management
Maine
$25K – – –
CFN
679
Cordasco Financial Network
Florida
$24K – – –
JFA
680
JNBA Financial Advisors
Minnesota
$24K +$179 +1 +0.8%
MBFW
681
Morton Brown Family Wealth
Pennsylvania
$24K +$24K +130 New
SAM
682
Strategic Asset Management
Minnesota
$23K -$96.1K -518 -81%
DTIM
683
Danda Trouve Investment Management
Kansas
$23K -$365 -2 -2%
CCM
684
Covington Capital Management
California
$23K – – –
CFCI
685
Comprehensive Financial Consultants Institutional
Indiana
$23K +$23K +146 New
AWM
686
AllSquare Wealth Management
New York
$18K – – –
KCM
687
KRS Capital Management
Michigan
$18K +$18K +100 New
S
688
SignatureFD
Georgia
$17K +$7.16K +40 +73%
SFPG
689
Stonebridge Financial Planning Group
Florida
$16K – – –
CIR
690
Clear Investment Research
Georgia
$16K – – –
MHR
691
Matthew Hamilton Rosenberg
$16K – – –
SIC
692
Salem Investment Counselors
North Carolina
$16K +$2.21K +12 +16%
CC
693
Corsicana & Co
Texas
$15K – – –
VRM
694
Vectors Research Management
New York
$14K -$10.3K -55 -42%
CCA
695
Column Capital Advisors
Indiana
$13K – – –
EWM
696
EPG Wealth Management
Georgia
$13K – – –
FEG
697
Financial Enhancement Group
Indiana
$12K -$7.52K -42 -39%
Qube Research & Technologies (QRT)
698
Qube Research & Technologies (QRT)
United Kingdom
$12K +$12K +66 New
FA
699
Faithward Advisors
Pennsylvania
$11K -$91.9K -476 -89%
LFG
700
Larson Financial Group
Missouri
$11K -$9.17K -50 -45%
26 27
28
29 30