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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 %
FLA
176
Financial Life Advisors
Texas
$7.03M +$139K +763 +2%
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$7.02M +$3.6M +19,797 +105%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$6.99M +$3.65M +20,059 +109%
OWM
179
Opes Wealth Management
California
$6.97M -$104K -573 -1%
REMPR
180
Roof Eidam Maycock Peralta (REMP)
California
$6.94M -$85.8K -472 -1%
Jane Street
181
Jane Street
New York
$6.9M +$6.9M +37,928 New
NR
182
Newfound Research
Massachusetts
$6.88M +$1.61M +8,850 +31%
3F
183
360 Financial
Minnesota
$6.76M -$9.09K -50 -0.1%
UWPG
184
Ullmann Wealth Partners Group
Florida
$6.65M +$419K +2,304 +7%
PFA
185
Professional Financial Advisors
Nebraska
$6.51M +$259K +1,422 +4%
CPC
186
Consolidated Planning Corp
Georgia
$6.36M +$504K +2,773 +9%
CIAS
187
Capital Investment Advisory Services
North Carolina
$6.34M +$1.5M +8,259 +31%
CA
188
Cetera Advisors
Colorado
$6.32M -$2.79M -15,319 -31%
CAG
189
Csenge Advisory Group
Florida
$6.3M -$1.42M -8,200 -18%
NFG
190
Nations Financial Group
Iowa
$6.04M +$1.74M +9,546 +40%
AC
191
Avant Capital
Louisiana
$6.03M +$6.03M +33,187 New
BRWA
192
B. Riley Wealth Advisors
Florida
$5.93M -$6.8M -37,407 -53%
PFA
193
Plotkin Financial Advisors
Maryland
$5.89M -$57.5K -316 -1%
RA
194
RiverTree Advisors
Florida
$5.87M -$157K -864 -3%
BWM
195
Brickley Wealth Management
California
$5.81M -$131K -723 -2%
Marshall Wace
196
Marshall Wace
United Kingdom
$5.71M +$5.71M +31,401 New
SKK
197
Shepherd Kaplan Krochuk
Massachusetts
$5.66M -$1M -5,500 -15%
AIP
198
Almanack Investment Partners
Pennsylvania
$5.56M -$272K -1,498 -5%
FAIM
199
Financial Advocates Investment Management
Washington
$5.56M -$2.15M -11,801 -28%
CAM
200
Cozad Asset Management
Illinois
$5.45M -$446K -2,455 -8%
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