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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 %
JE
201
JMAC Enterprises
Pennsylvania
$5.44M +$5.44M +32,558 New
AHC
202
Anderson Hoagland & Co
Missouri
$5.44M -$681K -4,236 -11%
SCP
203
Syntal Capital Partners
Texas
$5.37M -$102K -559 -2%
EWA
204
Exencial Wealth Advisors
Oklahoma
$5.33M +$5.33M +29,338 New
CGFA
205
Colton Groome Financial Advisors
North Carolina
$5.3M -$5.86M -32,229 -53%
CFC
206
Client First Capital
California
$5.28M +$5.28M +29,056 New
Allspring Global Investments
207
Allspring Global Investments
North Carolina
$5.24M +$5.24M +28,800 New
PAMG
208
Patton Albertson Miller Group
Tennessee
$5.22M +$288K +1,582 +6%
Squarepoint
209
Squarepoint
New York
$5.06M +$5.06M +27,853 New
UB
210
UMB Bank
Missouri
$4.99M +$4.99M +27,441 New
LCC
211
Lincoln Capital Corp
Rhode Island
$4.85M +$38.2K +210 +0.8%
SWP
212
Strategic Wealth Partners
Ohio
$4.84M +$421K +2,314 +10%
CCA
213
Cadent Capital Advisors
Oklahoma
$4.81M -$328K -1,805 -6%
MCM
214
Monument Capital Management
Virginia
$4.74M +$494K +2,718 +12%
DADC
215
D.A. Davidson & Co
Montana
$4.62M -$161K -885 -3%
NFG
216
Next Financial Group
Texas
$4.57M -$1.23M -6,741 -21%
GPA
217
Guerra Pan Advisors
New Jersey
$4.52M +$4.52M +24,870 New
CFGS
218
Concourse Financial Group Securities
Alabama
$4.39M -$274K -1,506 -6%
WP
219
WealthShield Partners
North Carolina
$4.31M +$1.57M +8,643 +57%
NAM
220
NTV Asset Management
West Virginia
$4.26M +$81.8K +450 +2%
WP
221
WealthSource Partners
California
$4.22M -$123K -678 -3%
VIM
222
Vista Investment Management
Pennsylvania
$4.2M +$112K +616 +3%
LS
223
Leelyn Smith
Illinois
$4.19M +$172K +946 +4%
FFN
224
Focus Financial Network
Minnesota
$4.15M -$933K -5,134 -18%
FFS
225
Founders Financial Securities
Maryland
$4.15M -$3.17M -17,432 -43%
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