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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 %
MW
301
Marcum Wealth
Ohio
$1.34M +$30K +178 +2%
DWM
302
Dakota Wealth Management
Florida
$1.32M -$20.7K -123 -2%
SC
303
Stephens Consulting
Michigan
$1.32M -$408K -2,426 -24%
GLA
304
Good Life Advisors
Pennsylvania
$1.32M -$73.5K -437 -5%
IA
305
IFP Advisors
Florida
$1.31M +$602K +5,291 +85%
AWE
306
Avidian Wealth Enterprises
Texas
$1.31M +$21.2K +126 +2%
PPW
307
Pinnacle Private Wealth
Massachusetts
$1.3M +$153K +912 +13%
JWBC
308
John W. Brooker & Co
California
$1.3M +$37.7K +224 +3%
PWA
309
Physician Wealth Advisors
Utah
$1.28M +$11.9K +77 +0.9%
GTCM
310
Gyon Technologies Capital Management
New Jersey
$1.26M -$519K -3,083 -29%
SFS
311
Security Financial Services
Indiana
$1.26M +$19K +113 +2%
WLIM
312
White Lighthouse Investment Management
Massachusetts
$1.25M -$160K -950 -11%
HWMA
313
Heritage Wealth Management (Arizona)
Arizona
$1.24M +$1.24M +7,365 New
TFS
314
Thoroughbred Financial Services
Tennessee
$1.23M -$59.5K -354 -5%
SW
315
SVB Wealth
Massachusetts
$1.22M -$32.6K -194 -3%
PCA
316
Peddock Capital Advisors
Massachusetts
$1.22M +$316K +1,880 +35%
PFS
317
Prospera Financial Services
Texas
$1.21M -$12.5K -74 -1%
SWM
318
Silverlake Wealth Management
Vermont
$1.18M -$782K -4,645 -40%
BWM
319
BCGM Wealth Management
Indiana
$1.18M -$162K -1,103 -12%
CA
320
Continuum Advisory
Idaho
$1.17M +$305K +2,076 +35%
BCM
321
Brookstone Capital Management
Illinois
$1.16M +$26.7K +166 +2%
CFG
322
Cooper Financial Group
California
$1.15M -$432K -2,565 -27%
BFAG
323
Blackston Financial Advisory Group
Florida
$1.15M +$27.1K +154 +2%
RW
324
Rede Wealth
Virginia
$1.15M -$14K -83 -1%
TSWM
325
Tyler-Stone Wealth Management
Ohio
$1.15M -$5.05K -30 -0.4%
11 12
13
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