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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 %
BFA
326
Beacon Financial Advisory
Ohio
$715K +$1.5K +11 +0.2%
DT
327
Diversified Trust
Tennessee
$695K -$412K -3,021 -37%
SRC
328
Shufro Rose & Co
New York
$693K +$14.9K +109 +2%
FNBTCON
329
First National Bank & Trust Co of Newtown
Pennsylvania
$689K +$36.8K +270 +6%
PP
330
Prudential plc
United Kingdom
$685K +$9.55K +70 +1%
IWM
331
IHT Wealth Management
Illinois
$683K -$63.4K -465 -8%
CWS
332
Cypress Wealth Services
California
$680K -$62.1K -455 -8%
AIC
333
Ayalon Insurance Company
Israel
$677K -$68.9K -505 -9%
NA
334
NewEdge Advisors
Louisiana
$655K +$655K +4,807 New
SOS
335
Silver Oak Securities
Tennessee
$651K -$1.33M -9,696 -67%
BFS
336
Bickling Financial Services
Massachusetts
$651K -$11.3K -83 -2%
CWM
337
Cabot Wealth Management
Massachusetts
$648K -$5.17M -37,960 -89%
SCA
338
Snowden Capital Advisors
New York
$648K -$35.3K -259 -5%
CA
339
Continuum Advisory
Idaho
$632K -$456K -3,343 -42%
CFS
340
CRA Financial Services
New Jersey
$620K -$44.3K -325 -7%
PWM
341
Palumbo Wealth Management
New York
$618K -$8.55M -62,701 -93%
LFAS
342
Level Four Advisory Services
Texas
$612K -$485K -3,558 -44%
VFA
343
Valeo Financial Advisors
Indiana
$611K – – –
9WM
344
9258 Wealth Management
Ohio
$599K – – –
BWP
345
Bernardo Wealth Planning
Pennsylvania
$595K -$32.8K -241 -5%
VIM
346
Vista Investment Management
Pennsylvania
$591K -$127K -928 -18%
HFS
347
Horizon Financial Services
North Carolina
$586K -$9.81K -72 -2%
AWAG
348
ARS Wealth Advisors Group
Florida
$584K -$195K -1,431 -25%
SFG
349
Sovereign Financial Group
Connecticut
$581K -$34.4K -252 -6%
FWIA
350
Fort Washington Investment Advisors
Ohio
$581K – – –
12 13
14
15 16