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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 %
Goldman Sachs
276
Goldman Sachs
New York
$1.77M -$5.82M -34,591 -77%
KA
277
Kovack Advisors
Florida
$1.76M -$148K -880 -8%
ELI
278
Empire Life Investments
Ontario, Canada
$1.75M +$377K +2,242 +27%
CAM
279
Cresset Asset Management
Illinois
$1.68M +$2.69K +16 +0.2%
UA
280
Unison Advisors
District of Columbia
$1.68M +$506K +3,008 +43%
AA
281
Advisory Alpha
Michigan
$1.68M +$256K +1,524 +18%
ASN
282
Advisory Services Network
Georgia
$1.64M -$1.55M -9,236 -49%
CIBC World Market
283
CIBC World Market
Ontario, Canada
$1.63M -$5.55K -33 -0.3%
WP
284
WealthShield Partners
North Carolina
$1.57M -$2.41M -14,342 -61%
PCIA
285
Prime Capital Investment Advisors
Kansas
$1.53M – – –
BIA
286
Biondo Investment Advisors
Pennsylvania
$1.53M +$188K +1,118 +14%
Betterment LLC
287
Betterment LLC
New York
$1.51M +$280K +1,665 +23%
MCC
288
Money Concepts Capital
Florida
$1.51M +$145K +861 +11%
ACM
289
Absolute Capital Management
Pennsylvania
$1.5M +$1.5M +8,918 New
WPIC
290
White Pine Investment Company
Michigan
$1.49M +$40.2K +239 +3%
PS
291
Planned Solutions
California
$1.49M -$14.3M -84,786 -91%
OPWM
292
Oakwell Private Wealth Management
Texas
$1.48M -$128K -759 -8%
SBIA
293
Sheaff Brock Investment Advisors
Indiana
$1.47M -$1.59M -9,461 -52%
PAA
294
Peregrine Asset Advisers
Oregon
$1.43M -$10.1K -60 -0.7%
CFD
295
Creative Financial Designs
Indiana
$1.43M -$239K -1,422 -14%
BCA
296
Bay Colony Advisors
Massachusetts
$1.42M -$62.6K -372 -4%
FPAS
297
Focus Partners Advisor Solutions
Missouri
$1.39M +$879K +5,220 +172%
CWP
298
CFM Wealth Partners
Texas
$1.38M -$179K -1,062 -11%
DT
299
Diversified Trust
Tennessee
$1.37M -$308K -1,831 -18%
LFAS
300
Level Four Advisory Services
Texas
$1.35M -$242K -1,437 -15%
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