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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 %
SPC
51
Sigma Planning Corp
Michigan
$40.3M -$5.7M -31,326 -12%
AWM
52
AE Wealth Management
Kansas
$35.8M -$62.2M -342,130 -63%
AA
53
ACT Advisors
North Carolina
$35.5M +$1.2M +6,615 +4%
TWM
54
TMD Wealth Management
Arizona
$34.7M +$1.88M +10,360 +6%
LPT
55
Legacy Private Trust
Wisconsin
$34.5M +$2.29M +12,571 +7%
SFO
56
Stokes Family Office
Louisiana
$33.6M +$1.28M +7,038 +4%
SP
57
Symmetry Partners
Connecticut
$33.4M +$3.81M +20,947 +13%
PPFA
58
Provida Pension Fund Administrator
Chile
$33M +$16M +88,811 +94%
ACM
59
Armbruster Capital Management
New York
$33M +$962K +5,293 +3%
IWS
60
Insight Wealth Strategies
California
$30.9M -$541K -2,978 -2%
BWA
61
Burt Wealth Advisors
Maryland
$30.7M -$25.8K -142 -0.1%
EWM
62
Empirical Wealth Management
Washington
$30.3M +$30.3M +166,508 New
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$29.9M -$1.29M -7,079 -4%
RCM
64
Requisite Capital Management
Texas
$29.8M -$3.85M -21,179 -11%
SGI
65
Summit Global Investments
Utah
$28.6M +$9.78M +53,813 +52%
FWM
66
Focused Wealth Management
New York
$28.4M +$394K +2,169 +1%
FA
67
Forefront Analytics
Pennsylvania
$28M +$10.4M +57,458 +60%
TC
68
Trilogy Capital
California
$27.3M -$35.7M -196,580 -57%
WDL
69
Well Done LLC
Michigan
$26.9M +$351K +1,930 +1%
HighTower Advisors
70
HighTower Advisors
Illinois
$26.1M -$4.17M -22,936 -14%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$25.3M +$5.14M +28,268 +26%
IDA
72
Intelligence Driven Advisers
California
$24.8M -$322K -2,034 -1%
OC
73
Oppenheimer & Co
New York
$24.7M +$219K +1,204 +0.9%
LF
74
Lee Financial
Texas
$24.4M +$490K +2,697 +2%
CAN
75
Cetera Advisor Networks
California
$24.2M -$4.4M -24,178 -15%
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