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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 %
BIA
76
Bell Investment Advisors
California
$24.2M -$62.2K -342 -0.3%
PIN
77
Prudent Investors Network
California
$23.1M +$726K +3,992 +3%
KCM
78
Kathmere Capital Management
Pennsylvania
$21.8M +$481K +2,648 +2%
CG
79
CFO4Life Group
Texas
$20.9M +$711K +3,912 +4%
CCMG
80
Clark Capital Management Group
Pennsylvania
$20.6M -$211M -1,161,850 -91%
AC
81
Apella Capital
Connecticut
$20.4M +$6.79M +37,354 +50%
CCA
82
Cobblestone Capital Advisors
New York
$20.3M +$605K +3,328 +3%
Stifel Financial
83
Stifel Financial
Missouri
$20.1M -$174K -955 -0.9%
SPIA
84
Steward Partners Investment Advisory
New York
$19.7M +$370K +2,037 +2%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$19.3M -$2.57M -14,120 -12%
MFS
86
Madrona Financial Services
Washington
$18.3M +$705K +3,879 +4%
SWA
87
Sax Wealth Advisors
New Jersey
$18.2M +$1.89M +10,412 +12%
CF
88
Centaurus Financial
California
$17.9M +$498K +2,737 +3%
DCM
89
Donaldson Capital Management
Indiana
$17.9M +$1.12M +6,155 +7%
SPA
90
Shore Point Advisors
New Jersey
$17.5M +$17.5M +96,344 New
CCP
91
Cassia Capital Partners
North Carolina
$17.4M +$17.4M +95,483 New
GWAG
92
Garrett Wealth Advisory Group
Texas
$17.2M -$5.24M -28,811 -23%
PS
93
Planned Solutions
California
$17M +$17M +93,622 New
GT
94
Glenview Trust
Kentucky
$17M +$614K +3,378 +4%
MML Investors Services
95
MML Investors Services
Massachusetts
$16.5M -$2.16M -11,888 -12%
PAG
96
Private Advisor Group
New Jersey
$16.5M -$1.48M -8,116 -8%
AFC
97
Adaptive Financial Consulting
Ohio
$16.4M +$326K +1,792 +2%
FDCC
98
Foster Dykema Cabot & Co
Massachusetts
$16.3M +$94.9K +522 +0.6%
AGAM
99
Audent Global Asset Management
California
$16.2M +$16.2M +89,340 New
SCM
100
Stonehearth Capital Management
Massachusetts
$16M -$819K -4,506 -5%
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4
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