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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 %
SWMG
126
Sanchez Wealth Management Group
Florida
$12.5M +$674K +3,707 +6%
US Bancorp
127
US Bancorp
Minnesota
$12.2M -$1.46M -8,033 -11%
QC
128
Quent Capital
New York
$12.2M +$12.2M +66,921 New
VA
129
Valmark Advisers
Ohio
$12M +$8.92M +49,035 +287%
BMM
130
Berkshire Money Management
Massachusetts
$12M +$86.7K +477 +0.7%
TWP
131
Tower Wealth Partners
Pennsylvania
$11.7M -$126K -691 -1%
Franklin Resources
132
Franklin Resources
California
$11.6M +$1.6M +8,782 +16%
CPIG
133
Chicago Partners Investment Group
Illinois
$11.4M +$94.6K +583 +0.8%
AI
134
Atria Investments
North Carolina
$11.4M -$2.38M -13,071 -17%
M&T Bank
135
M&T Bank
New York
$11.2M -$534K -2,936 -5%
FWM
136
Fortress Wealth Management
California
$11M +$11M +60,674 New
CWM
137
Cabot Wealth Management
Massachusetts
$11M +$414K +2,278 +4%
FA
138
Fortis Advisors
Pennsylvania
$10.9M +$181K +2,200 +2%
AWA
139
ARQ Wealth Advisors
Arizona
$10.7M -$1.42M -7,836 -12%
SWP
140
Stratos Wealth Partners
Ohio
$10.7M +$105K +577 +1%
SMG
141
Smart Money Group
Texas
$10.6M -$1.22M -6,688 -10%
MA
142
Mutual Advisors
Nebraska
$10.1M +$5.88M +32,353 +138%
Creative Planning
143
Creative Planning
Kansas
$10.1M -$628K -3,452 -6%
IA
144
IFG Advisory
Georgia
$10M +$74.9K +412 +0.8%
SWG
145
Summit Wealth Group
Vermont
$9.99M +$188K +1,036 +2%
MWM
146
McNaughton Wealth Management
California
$9.74M +$340K +1,947 +4%
IAN
147
Integrated Advisors Network
Texas
$9.53M +$796K +4,377 +9%
RWA
148
Rainsberger Wealth Advisors
Colorado
$9.49M +$9.49M +52,218 New
BFG
149
Baron Financial Group
New Jersey
$9.45M +$202K +1,110 +2%
GSWM
150
Golden State Wealth Management
California
$9.29M +$117K +646 +1%
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