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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

636 hedge funds and large institutions have $7.9B invested in iShares MSCI USA Momentum Factor ETF in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 182 increasing their positions, 306 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
-39
Holders Change %
-5.78%
% of All Funds
10.75%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.17%
New
56
Increased
182
Reduced
306
Closed
87
Calls
$14.7M
Puts
$5.58M
Net Calls
+$9.08M
Net Calls Change
+$5.93M

Top Buyers

1
BL
Balentine LLC
Georgia
+$546M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$217M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$198M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$55.9M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$25.3M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$471M
2
SEIA
Signature Estate & Investment Advisors
California
-$110M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$102M
4
AWM
AE Wealth Management
Kansas
-$95.1M
5
FBFS
First Business Financial Services
Wisconsin
-$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMG
226
Patton Albertson Miller Group
Tennessee
$2.07M -$994K -7,291 -32%
HH
227
Hilltop Holdings
Texas
$2.02M -$405K -2,973 -17%
MIAN
228
Mariner Independent Advisor Network
Kansas
$2M -$176K -1,292 -8%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$1.98M -$371K -2,719 -16%
FTUS
230
Flow Traders U.S.
New York
$1.97M +$281K +2,059 +17%
BB
231
Busey Bank
Illinois
$1.91M -$140K -1,024 -7%
AI
232
Atria Investments
North Carolina
$1.89M -$6.8M -49,841 -78%
BAM
233
Belpointe Asset Management
Nevada
$1.89M +$19K +139 +1%
CAG
234
Crestwood Advisors Group
Massachusetts
$1.85M -$297K -2,178 -14%
SC
235
Sepio Capital
Utah
$1.82M +$27.7K +203 +2%
OIA
236
OneDigital Investment Advisors
Kansas
$1.75M +$311K +2,284 +22%
SMG
237
Smart Money Group
Texas
$1.74M -$1.32M -9,646 -43%
GWM
238
Geneos Wealth Management
Colorado
$1.71M +$18.5K +134 +1%
UCFA
239
United Capital Financial Advisors
Texas
$1.71M -$161K -1,178 -9%
TRCT
240
Tower Research Capital (TRC)
New York
$1.67M -$173K -1,270 -9%
UA
241
Unison Advisors
District of Columbia
$1.66M +$298K +2,188 +22%
CFGS
242
Concourse Financial Group Securities
Alabama
$1.64M -$45.8K -336 -3%
EFL
243
ERn Financial LLC
Wisconsin
$1.62M -$624K -4,577 -28%
AIA
244
Avalon Investment & Advisory
Texas
$1.62M – – –
BCM
245
Barden Capital Management
Texas
$1.58M +$115K +843 +8%
SFG
246
Snider Financial Group
Washington
$1.58M +$78.7K +577 +5%
LNC
247
Lincoln National Corp
Pennsylvania
$1.57M -$443K -3,246 -22%
PCIA
248
Prime Capital Investment Advisors
Kansas
$1.56M +$416K +3,052 +36%
PAM
249
Peak Asset Management
Colorado
$1.54M -$500K -3,668 -25%
MFGP
250
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.5M -$341K -2,502 -19%
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