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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 %
JGIA
701
Jackson Grant Investment Advisers
Connecticut
$11K – – –
LWP
702
Lumature Wealth Partners
Georgia
$11K +$4.37K +25 +66%
JWA
703
JFS Wealth Advisors
Pennsylvania
$11K +$8.07K +44 +275%
FAG
704
Fortitude Advisory Group
Washington
$11K +$11K +59 New
TCWA
705
Ten Capital Wealth Advisors
Washington
$10K +$1.48K +8 +17%
CWC
706
Carolinas Wealth Consulting
North Carolina
$10K +$10K +56 New
DWA
707
Delos Wealth Advisors
Texas
$9K +$8.81K +46 +4,600%
WBC
708
West Branch Capital
Massachusetts
$9K +$9K +49 New
MA
709
MUFG Americas
New York
$9K +$9K +50 New
JHCP
710
Jackson Hole Capital Partners
Oklahoma
$8K – – –
CWS
711
Confluence Wealth Services
Pennsylvania
$8K +$8K +49 New
SSC
712
Syverson Strege & Co
Iowa
$7K – – –
CCM
713
Chilton Capital Management
Texas
$7K +$7K +40 New
PO
714
Private Ocean
California
$6K -$5.46K -30 -48%
FRA
715
Front Row Advisors
California
$6K – – –
SIS
716
Sound Income Strategies
Florida
$5K – – –
FCA
717
FinTrust Capital Advisors
South Carolina
$4K -$207K -1,242 -98%
HIA
718
Harbor Investment Advisory
Maryland
$4K -$219K -1,095 -98%
M
719
MOTCO
Texas
$4K +$4K +20 New
CFFP
720
Center for Financial Planning
Michigan
$4K +$4K +22 New
FGAM
721
Financial Gravity Asset Management
Texas
$3.58K +$3.48K +708 +3,540%
TFGT
722
TS Financial Group (TSFG)
Illinois
$3K – – –
IRC
723
Investors Research Corp
Georgia
$3K – – –
BBPWM
724
Blue Bell Private Wealth Management
Pennsylvania
$3K +$3K +19 New
TC
725
Truvestments Capital
Florida
$3K +$3K +19 New
27 28
29
30 31