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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 %
UCFA
251
United Capital Financial Advisors
Texas
$2.3M -$288K -1,711 -11%
TRCT
252
Tower Research Capital (TRC)
New York
$2.27M +$1.6M +9,531 +240%
MFGP
253
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.27M -$60.4K -359 -3%
SC
254
Sepio Capital
Utah
$2.21M +$12.3K +73 +0.6%
Cetera Investment Advisers
255
Cetera Investment Advisers
Illinois
$2.17M -$225K -1,335 -9%
JWCA
256
J.W. Cole Advisors
Florida
$2.14M -$814K -4,840 -28%
FTUS
257
Flow Traders U.S.
New York
$2.09M -$62.8K -373 -3%
CFGS
258
Concourse Financial Group Securities
Alabama
$2.09M -$1.97M -11,736 -49%
GWM
259
Geneos Wealth Management
Colorado
$2.07M +$247K +1,471 +14%
MMA
260
Miracle Mile Advisors
California
$2.04M -$242K -1,436 -11%
AIA
261
Avalon Investment & Advisory
Texas
$1.99M – – –
ES
262
Eagle Strategies
New York
$1.97M -$781K -4,638 -28%
BRWA
263
B. Riley Wealth Advisors
Florida
$1.94M -$3.55M -21,070 -65%
MA
264
Mutual Advisors
Nebraska
$1.92M -$7.46M -44,328 -79%
CBFP
265
Cedar Brook Financial Partners
Ohio
$1.92M -$49.7K -295 -3%
CW
266
CreativeOne Wealth
Kansas
$1.89M -$230K -1,365 -11%
Millennium Management
267
Millennium Management
New York
$1.87M -$5.05M -30,010 -73%
SFG
268
Snider Financial Group
Washington
$1.85M -$291K -1,732 -14%
BCM
269
Barden Capital Management
Texas
$1.81M +$133K +791 +8%
SWM
270
Scissortail Wealth Management
Oklahoma
$1.81M +$1.81M +12,277 New
GC
271
GFG Capital
Florida
$1.8M -$96.6K -573 -5%
MCA
272
Magnolia Capital Advisors
Mississippi
$1.79M -$11.4M -67,584 -86%
IC
273
Inscription Capital
Texas
$1.79M – – –
OIA
274
OneDigital Investment Advisors
Kansas
$1.78M +$6.9K +41 +0.4%
CWM
275
CCG Wealth Management
California
$1.78M -$673 -4 -0%
9 10
11
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