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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 %
ELI
251
Empire Life Investments
Ontario, Canada
$1.49M +$68.2K +500 +5%
CW
252
CreativeOne Wealth
Kansas
$1.48M -$53.2K -390 -3%
MA
253
Mutual Advisors
Nebraska
$1.48M -$78.7K -577 -5%
BRWA
254
B. Riley Wealth Advisors
Florida
$1.47M -$109K -800 -7%
AAS
255
Avantax Advisory Services
Texas
$1.46M -$416K -3,049 -22%
JWCA
256
J.W. Cole Advisors
Florida
$1.46M -$268K -1,968 -16%
CAM
257
Cresset Asset Management
Illinois
$1.46M +$97.1K +712 +7%
GC
258
GFG Capital
Florida
$1.45M -$1.36K -10 -0.1%
IC
259
Inscription Capital
Texas
$1.45M – – –
AWE
260
Avidian Wealth Enterprises
Texas
$1.44M +$377K +2,767 +36%
CWM
261
CCG Wealth Management
California
$1.43M -$8.05K -59 -0.6%
Betterment LLC
262
Betterment LLC
New York
$1.43M +$204K +1,497 +17%
MCA
263
Magnolia Capital Advisors
Mississippi
$1.4M -$47.2K -346 -3%
CBFP
264
Cedar Brook Financial Partners
Ohio
$1.36M -$198K -1,455 -13%
BIA
265
Biondo Investment Advisors
Pennsylvania
$1.35M +$110K +808 +9%
ES
266
Eagle Strategies
New York
$1.33M -$269K -1,973 -17%
IA
267
IFP Advisors
Florida
$1.31M – – –
WPIC
268
White Pine Investment Company
Michigan
$1.31M +$96.6K +708 +8%
Cetera Investment Advisers
269
Cetera Investment Advisers
Illinois
$1.29M -$468K -3,433 -27%
TFA
270
Transamerica Financial Advisors
Florida
$1.26M +$1.26M +9,266 New
MFG
271
Merit Financial Group
Georgia
$1.26M +$592K +4,344 +89%
VC
272
Vicus Capital
Pennsylvania
$1.26M -$809K -5,931 -39%
PPW
273
Pinnacle Private Wealth
Massachusetts
$1.25M +$196K +1,438 +19%
KA
274
Kovack Advisors
Florida
$1.24M -$185K -1,358 -13%
TWM
275
TMD Wealth Management
Arizona
$1.24M -$21.8M -159,772 -95%
9 10
11
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