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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 %
AAP
326
Arax Advisory Partners
Colorado
$1.12M +$9.59K +57 +0.9%
HWM
327
HB Wealth Management
Georgia
$1.12M +$17.3K +103 +2%
IF
328
Intrua Financial
Texas
$1.11M -$300K -1,782 -21%
FA
329
Flagstar Advisors
New York
$1.1M -$25.6K -152 -2%
WCM
330
WealthBridge Capital Management
Ohio
$1.1M -$70.3K -418 -6%
ACK
331
Andrew C. Karlinski
$1.07M -$2.02K -12 -0.2%
DI
332
Diligent Investors
California
$1.06M +$220K +1,306 +26%
WIA
333
World Investment Advisors
California
$1.05M -$395K -2,349 -27%
RCS
334
Retirement Capital Strategies
California
$1.05M – – –
CFAM
335
Center For Asset Management
Florida
$1.04M +$19.8K +118 +2%
FWM
336
Focused Wealth Management
New York
$1.02M -$25.3M -150,255 -96%
MSA
337
Marino Stram & Associates
Massachusetts
$992K +$2.02K +12 +0.2%
VFG
338
V2 Financial group
Illinois
$975K -$128K -758 -12%
ATC
339
Argent Trust Co
Tennessee
$972K – – –
AWAG
340
ARS Wealth Advisors Group
Florida
$961K +$104K +615 +12%
AWM
341
Apollon Wealth Management
South Carolina
$949K -$497K -2,953 -34%
IWM
342
IHT Wealth Management
Illinois
$921K -$623K -3,702 -40%
AIC
343
Ayalon Insurance Company
Israel
$920K -$126K -749 -12%
CWS
344
Cypress Wealth Services
California
$916K -$355K -2,108 -28%
GM
345
GeoWealth Management
Illinois
$912K +$912K +5,415 New
C1AG
346
Client 1st Advisory Group
Florida
$906K -$318K -1,888 -26%
VIM
347
Vista Investment Management
Pennsylvania
$885K -$3M -17,810 -77%
BFA
348
Beacon Financial Advisory
Ohio
$881K -$46.1K -274 -5%
KWA
349
Kellett Wealth Advisors
Ohio
$873K -$185K -1,101 -17%
CC
350
Copperleaf Capital
North Carolina
$872K +$38.2K +227 +5%
12 13
14
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