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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 %
TFS
276
Thoroughbred Financial Services
Tennessee
$1.23M +$231K +1,692 +23%
Jane Street
277
Jane Street
New York
$1.23M -$4.78M -35,018 -80%
PS
278
Planned Solutions
California
$1.21M +$273 +2 +0%
CIBC World Market
279
CIBC World Market
Ontario, Canada
$1.2M -$115K -840 -9%
BCA
280
Bay Colony Advisors
Massachusetts
$1.19M -$24.1K -168 -2%
GTCM
281
Gyon Technologies Capital Management
New Jersey
$1.19M +$162K +1,191 +16%
SEIA
282
Signature Estate & Investment Advisors
California
$1.17M -$110M -807,980 -99%
PWA
283
Physician Wealth Advisors
Utah
$1.16M -$12.7K -89 -1%
SBIA
284
Sheaff Brock Investment Advisors
Indiana
$1.13M -$63.4K -465 -5%
MW
285
Marcum Wealth
Ohio
$1.1M +$11.5K +84 +1%
JWBC
286
John W. Brooker & Co
California
$1.06M +$6.14K +45 +0.6%
SAS
287
Sanford Advisory Services
Michigan
$1.01M +$1.01M +7,407 New
SW
288
SVB Wealth
Massachusetts
$987K – – –
MMA
289
Miracle Mile Advisors
California
$986K -$666K -4,883 -40%
OPWM
290
Oakwell Private Wealth Management
Texas
$971K -$230K -1,684 -19%
SFS
291
Security Financial Services
Indiana
$966K -$52.3K -384 -5%
LS
292
Leelyn Smith
Illinois
$963K -$2.47M -18,135 -72%
CFD
293
Creative Financial Designs
Indiana
$952K -$202K -1,485 -18%
WLIM
294
White Lighthouse Investment Management
Massachusetts
$952K -$61.4K -450 -6%
BWM
295
BCGM Wealth Management
Indiana
$950K -$201K -1,398 -17%
OAP
296
One Advisory Partners
Kansas
$936K +$936K +6,861 New
TSWM
297
Tyler-Stone Wealth Management
Ohio
$928K – – –
CWP
298
CFM Wealth Partners
Texas
$925K -$192K -1,405 -17%
AAP
299
Arax Advisory Partners
Colorado
$911K -$546 -4 -0.1%
CFAM
300
Center For Asset Management
Florida
$910K +$69K +506 +8%
10 11
12
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