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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 %
BCM
751
Barometer Capital Management
Ontario, Canada
– -$1.48M -8,400 Closed
CWA
752
Clarus Wealth Advisors
Arizona
– -$1.39M -7,855 Closed
VCM
753
Virtue Capital Management
Tennessee
– -$1.11M -6,314 Closed
SS
754
Simplicity Solutions
Minnesota
– -$942K -5,366 Closed
YIH
755
Y-Intercept (HK)
Hong Kong
– -$813K -4,629 Closed
GM
756
GeoWealth Management
Illinois
– -$686K -3,907 Closed
CAM
757
Concorde Asset Management
Michigan
– -$620K -3,533 Closed
GRP
758
Global Retirement Partners
California
– -$516K -2,937 Closed
PCM
759
Prelude Capital Management
New York
– -$439K -2,500 Closed
LSA
760
Lion Street Advisors
Texas
– -$406K -2,307 Closed
IWN
761
Independent Wealth Network
Iowa
– -$385K -1,986 Closed
CHA
762
Cooper/Haims Advisors
New York
– -$285K -1,644 Closed
WAM
763
Weatherly Asset Management
California
– -$246K -1,401 Closed
LA
764
Latitude Advisors
Florida
– -$245K -1,397 Closed
FCI
765
Financial Counselors Inc
Kansas
– -$243K -1,386 Closed
MAG
766
MRA Advisory Group
New Jersey
– -$220K -1,255 Closed
BTWM
767
Baker Tilly Wealth Management
Wisconsin
– -$218K -1,242 Closed
WS
768
Wedbush Securities
California
– -$213K -1,212 Closed
NCM
769
Northwest Capital Management
Oregon
– -$206K -1,105 Closed
SBL
770
Sargent Bickham Lagudis
Colorado
– -$163K -930 Closed
BHWM
771
Bay Harbor Wealth Management
Maryland
– -$71K -407 Closed
EBA
772
Eagle Bay Advisors
New York
– -$70K -400 Closed
CI
773
CX Institutional
Indiana
– -$48K -274 Closed
BCWM
774
Bartlett & Co Wealth Management
Ohio
– -$29.7K -169 Closed
BC
775
Bartlett & Co
Ohio
– -$30K -169 Closed
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