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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

675 hedge funds and large institutions have $9.42B invested in iShares MSCI USA Momentum Factor ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 214 increasing their positions, 322 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-65
Holders Change %
-8.78%
% of All Funds
10.68%
Holding in Top 10
81
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-18.18%
% of All Funds
1.28%
New
46
Increased
214
Reduced
322
Closed
97
Calls
$6.79M
Puts
$3.64M
Net Calls
+$3.15M
Net Calls Change
-$1.18M

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$123M
2
BL
Balentine LLC
Georgia
+$75.9M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$67.3M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$46.5M
5
EWM
Empirical Wealth Management
Washington
+$36.4M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$94.6M
2
BlackRock
BlackRock
New York
-$75M
3
Morgan Stanley
Morgan Stanley
New York
-$70M
4
Citigroup
Citigroup
New York
-$59.7M
5
Wells Fargo
Wells Fargo
California
-$50.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCG
226
Weaver Consulting Group
California
$2.96M +$55.4K +329 +2%
FA
227
Fermata Advisors
California
$2.92M -$653K -3,874 -18%
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$2.9M -$11.1M -65,995 -79%
LB
229
Leo Brokerage
Texas
$2.89M +$2.89M +17,167 New
RSWM
230
Robertson Stephens Wealth Management
California
$2.87M +$73K +434 +3%
Brown Advisory
231
Brown Advisory
Maryland
$2.86M +$42.1K +250 +1%
SCA
232
Spearhead Capital Advisors
Florida
$2.78M +$2.78M +16,539 New
EFL
233
ERn Financial LLC
Wisconsin
$2.77M -$95.1K -565 -3%
KFGK
234
Keystone Financial Group (Kentucky)
Kentucky
$2.76M -$192K -1,144 -7%
KSWA
235
Kathleen S. Wright Associates
Pennsylvania
$2.76M +$144K +857 +6%
FF
236
FourThought Financial
Florida
$2.73M -$217K -1,289 -7%
MIAN
237
Mariner Independent Advisor Network
Kansas
$2.68M -$652K -3,871 -20%
CAG
238
Crestwood Advisors Group
Massachusetts
$2.65M -$289K -1,720 -10%
SIA
239
Strategic Investment Advisors
Michigan
$2.58M +$158K +942 +7%
VWA
240
V Wealth Advisors
Kansas
$2.57M -$138K -822 -5%
VC
241
Vicus Capital
Pennsylvania
$2.55M +$24.6K +146 +1%
SCM
242
SevenOneSeven Capital Management
Pennsylvania
$2.54M +$95.4K +567 +4%
BB
243
Busey Bank
Illinois
$2.53M -$85.8K -510 -3%
PAM
244
Peak Asset Management
Colorado
$2.51M +$97.9K +582 +4%
LNC
245
Lincoln National Corp
Pennsylvania
$2.49M -$93.2K -554 -4%
RF
246
RHS Financial
California
$2.4M +$1.18M +6,999 +96%
SOS
247
Silver Oak Securities
Tennessee
$2.37M +$2.37M +14,433 New
ECG
248
Edge Capital Group
Georgia
$2.36M -$740K -4,397 -24%
AAS
249
Avantax Advisory Services
Texas
$2.32M -$239K -1,417 -9%
BAM
250
Belpointe Asset Management
Nevada
$2.31M +$36.8K +219 +2%
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