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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 %
KFS
726
Kelly Financial Services
Massachusetts
$2.19K – – –
FMP
727
Financial Management Professionals
Texas
$2K – – –
LPWM
728
Lake Point Wealth Management
Texas
$2K – – –
BA
729
Bivin & Associates
Oklahoma
$2K +$2K +10 New
TAM
730
Tucker Asset Management
Colorado
$1.64K – – –
CP
731
Castleview Partners
Texas
$1.43K +$1.43K +259,580 New
FHC
732
First Heartland Consultants
Missouri
$1.07K -$11 -59 -1%
EVM
733
Eaton Vance Management
Massachusetts
$1K – – –
GLLW
734
Graves Light Lenhart Wealth
Virginia
$1K – – –
NFSG
735
Newbridge Financial Services Group
Florida
$1K – – –
RIM
736
Rockbridge Investment Management
New York
$1K +$167 +1 +20%
IFAM
737
Institutional & Family Asset Management
Colorado
$1K +$667 +2 +200%
EWA
738
EverSource Wealth Advisors
Alabama
$1K +$1K +4 New
CWM
739
CarsonAllaria Wealth Management
Illinois
$1K +$1K +6 New
LWM
740
Liberty Wealth Management
California
$428 -$442K -2,518 Closed
FFG
741
Ford Financial Group
California
$357 +$1 +5 +0.3%
WIM
742
Westside Investment Management
California
$55 – – –
DRS
743
Deane Retirement Strategies
Louisiana
– -$7.48M -42,613 Closed
SAM
744
Synergy Asset Management
Washington
– -$6.28M -35,780 Closed
SWM
745
SigFig Wealth Management
California
– -$6.15M -35,001 Closed
QAM
746
Q3 Asset Management
Michigan
– -$5.98M -34,029 Closed
JPG
747
Jordan Park Group
California
– -$2.92M -16,618 Closed
FC
748
Fulcrum Capital
Washington
– -$2.67M -15,190 Closed
HF
749
HRT Financial
New York
– -$2.19M -12,478 Closed
AI
750
Atom Investors
Texas
– -$1.56M -8,901 Closed
28 29
30
31 32