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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 %
TWA
151
Tillar-Wenstrup Advisors
Ohio
$9.18M -$3.41M -18,729 -27%
IB
152
Intrust Bank
Kansas
$9.14M -$49.5K -272 -0.5%
EIA
153
Eldridge Investment Advisors
New Hampshire
$9.1M +$111K +609 +1%
CIC
154
Carnegie Investment Counsel
Ohio
$8.92M -$11.1K -61 -0.1%
FFG
155
Frisch Financial Group
New York
$8.69M -$298K -1,655 -3%
APA
156
American Portfolios Advisors
New York
$8.65M -$8.36M -45,984 -49%
HI
157
Harbour Investments
Wisconsin
$8.64M -$5.09M -27,992 -37%
KL
158
KilterHowling LLC
Colorado
$8.63M +$8.63M +47,466 New
RFM
159
Royal Fund Management
Florida
$8.41M +$209K +1,150 +3%
HSBC Holdings
160
HSBC Holdings
United Kingdom
$8.35M -$3.21M -17,581 -28%
TC
161
Tacita Capital
Ontario, Canada
$8.34M -$9.09K -50 -0.1%
LIA
162
LS Investment Advisors
Michigan
$8.29M -$3.67M -20,196 -31%
VHAM
163
Van Hulzen Asset Management
California
$8.29M +$320K +1,762 +4%
Goldman Sachs
164
Goldman Sachs
New York
$8.2M +$7.3M +40,138 +812%
PG
165
Prostatis Group
Maryland
$8.17M -$795K -4,372 -9%
KNFPWM
166
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$8.05M +$8.05M +44,267 New
BA
167
Bellwether Advisors
Nebraska
$8.02M -$74.9K -412 -0.9%
CP
168
Capital Planning
Washington
$7.97M +$46.5K +256 +0.6%
IWP
169
IAG Wealth Partners
Wisconsin
$7.65M -$640K -3,520 -8%
JPMPWA
170
J.P. Morgan Private Wealth Advisors
California
$7.51M +$399K +2,196 +6%
Millennium Management
171
Millennium Management
New York
$7.47M +$6.96M +38,308 +1,374%
MFG
172
Monumental Financial Group
Maryland
$7.3M +$179K +982 +3%
BWIA
173
Bryant Woods Investment Advisors
New York
$7.13M +$7.13M +39,243 New
MCM
174
MAI Capital Management
Ohio
$7.12M +$259K +1,423 +4%
1832 Asset Management
175
1832 Asset Management
Ontario, Canada
$7.09M +$443K +3,070 +7%
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