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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
$413M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$534M
3
Citigroup
Citigroup
New York
$70.7M
4
EWM
Empirical Wealth Management
Washington
$30.3M
5
RJA
Raymond James & Associates
Florida
$449M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$665M
2
Osaic Holdings
Osaic Holdings
Arizona
$100M
3
CCMG
Clark Capital Management Group
Pennsylvania
$20.6M
4
OPS
Orion Portfolio Solutions
Nebraska
$1.11M
5
HI
Horizon Investments
North Carolina
$94.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$665M -$559M -3,076,814 -46%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$534M +$69.7M +383,308 +15%
Morgan Stanley
3
Morgan Stanley
New York
$491M +$18.2M +100,119 +4%
RJA
4
Raymond James & Associates
Florida
$449M +$18.6M +102,332 +4%
Bank of America
5
Bank of America
North Carolina
$438M -$28.7M -157,723 -6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$413M +$99.1M +545,163 +32%
BlackRock
7
BlackRock
New York
$302M -$13.6M -75,036 -4%
SOMRS
8
State of Michigan Retirement System
Michigan
$300M +$1.26M +6,910 +0.4%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$270M +$15.2M +91,930 +6%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$236M +$236M +1,299,807 New
Wells Fargo
11
Wells Fargo
California
$228M +$1.43M +7,877 +0.6%
LPL Financial
12
LPL Financial
California
$203M -$6.62M -36,426 -3%
Ameriprise
13
Ameriprise
Minnesota
$199M -$37.6M -206,731 -16%
UBS Group
14
UBS Group
Switzerland
$189M -$4.61M -25,341 -2%
AssetMark Inc
15
AssetMark Inc
California
$186M +$12.3M +67,794 +7%
CPO
16
Cerity Partners OCIO
New York
$171M -$2.04M -11,203 -1%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$165M -$6.49M -35,696 -4%
SEIA
18
Signature Estate & Investment Advisors
California
$135M +$3.26M +17,946 +2%
KeyBank National Association
19
KeyBank National Association
Ohio
$128M -$8.05M -44,265 -6%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$123M -$2.5M -8,487 -2%
SC
21
Savant Capital
Illinois
$122M +$7.36M +40,498 +6%
OFG
22
Oxford Financial Group
Indiana
$117M -$202K -1,112 -0.2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$110M -$8.61M -47,333 -7%
BDF
24
Balasa Dinverno & Foltz
$108M +$769K +4,231 +0.7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$105M +$1.01M +5,546 +1%
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