MTUM icon

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 %
SWM
301
Silverlake Wealth Management
Vermont
$905K -$54.3K -398 -6%
PFS
302
Prospera Financial Services
Texas
$903K -$77.7K -570 -8%
HWM
303
HB Wealth Management
Georgia
$901K -$8.18K -60 -0.9%
CFG
304
Cooper Financial Group
California
$899K -$32.9K -241 -4%
DI
305
Diligent Investors
California
$891K +$34.6K +254 +4%
HWMA
306
Heritage Wealth Management (Arizona)
Arizona
$872K -$133K -974 -13%
ACK
307
Andrew C. Karlinski
$871K +$136 +1 +0%
AF
308
Allworth Financial
California
$868K +$540K +3,961 +165%
FA
309
Flagstar Advisors
New York
$860K -$34.3K -252 -4%
AA
310
Advisory Alpha
Michigan
$850K -$508K -3,726 -37%
VFG
311
V2 Financial group
Illinois
$845K +$54.4K +399 +7%
BFAG
312
Blackston Financial Advisory Group
Florida
$831K -$68.6K -499 -8%
WCM
313
WealthBridge Capital Management
Ohio
$824K -$69.8K -512 -8%
MSA
314
Marino Stram & Associates
Massachusetts
$818K +$13.9K +102 +2%
WIA
315
World Investment Advisors
California
$804K -$79.1K -558 -9%
FWM
316
Focused Wealth Management
New York
$804K -$24.3K -178 -3%
FHC
317
First Heartland Consultants
Missouri
$789K +$789K +5,790 New
ATC
318
Argent Trust Co
Tennessee
$788K – – –
AWM
319
Apollon Wealth Management
South Carolina
$781K +$12.1K +89 +2%
GLA
320
Good Life Advisors
Pennsylvania
$774K -$293K -2,146 -27%
FPAS
321
Focus Partners Advisor Solutions
Missouri
$763K -$362K -2,659 -32%
PCA
322
Peddock Capital Advisors
Massachusetts
$759K -$228K -1,672 -23%
DWM
323
Dakota Wealth Management
Florida
$754K -$320K -2,345 -30%
BCM
324
Brookstone Capital Management
Illinois
$727K -$263K -1,910 -27%
CC
325
Copperleaf Capital
North Carolina
$721K +$15K +110 +2%
11 12
13
14 15