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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 %
Bank Julius Baer & Co
101
Bank Julius Baer & Co
Switzerland
$15.7M +$27.9K +153 +0.2%
SFPM
102
Sensible Financial Planning & Management
Massachusetts
$15.6M +$1.22M +6,726 +9%
5L
103
55I LLC
Massachusetts
$15.6M +$422K +2,323 +3%
SWM
104
Spire Wealth Management
Virginia
$15.5M +$3.75M +20,601 +32%
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$15.1M -$1.81M -9,965 -11%
F
106
F3Logic
Minnesota
$14.9M -$12.4K -68 -0.1%
SPI
107
Santori & Peters Inc
Pennsylvania
$14.7M +$14.5K +80 +0.1%
NMG
108
New Millennium Group
Utah
$14.6M +$14.6M +80,198 New
FSA
109
Financial Sense Advisors
California
$14.5M -$685K -3,770 -5%
KPWS
110
Kestra Private Wealth Services
Texas
$14.2M +$2.9M +15,935 +26%
MCA
111
Magnolia Capital Advisors
Mississippi
$14.2M +$126K +692 +0.9%
FIA
112
Foundations Investment Advisors
Arizona
$14.2M -$290K -1,629 -2%
NL
113
Navalign LLC
California
$14.2M -$113K -621 -0.8%
ACA
114
Atlas Capital Advisors
Wyoming
$13.9M -$5.82M -32,031 -29%
KAS
115
Kestra Advisory Services
Texas
$13.8M -$15.6M -85,946 -53%
DILIC
116
Dai-ichi Life Insurance Company
Japan
$13.7M +$572K +3,144 +4%
SFS
117
Strategic Financial Services
New York
$13.7M +$180K +992 +1%
EH
118
Equitable Holdings
New York
$13.6M -$1.03M -5,688 -7%
CCFM
119
Clear Creek Financial Management
Washington
$13.5M +$6.02M +33,137 +81%
HPA
120
High Probability Advisors
New York
$13.2M +$491K +2,699 +4%
Lido Advisors
121
Lido Advisors
California
$13.1M +$107K +587 +0.8%
MWA
122
Meridian Wealth Advisors
Texas
$13M +$918K +5,047 +8%
TWM
123
Trinity Wealth Management
Pennsylvania
$13M +$358K +1,970 +3%
DA
124
Detalus Advisors
Missouri
$12.6M +$386K +2,123 +3%
PWM
125
Palumbo Wealth Management
New York
$12.5M +$1.25M +6,897 +11%
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