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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 %
FHA
351
Flagship Harbor Advisors
Massachusetts
$846K +$106K +631 +14%
SCA
352
Snowden Capital Advisors
New York
$843K +$382K +2,275 +83%
TA
353
TrueWealth Advisors
Alabama
$838K – – –
SRC
354
Shufro Rose & Co
New York
$837K +$139K +828 +20%
4WM
355
4J Wealth Management
Virginia
$836K -$533K -3,170 -39%
PP
356
Prudential plc
United Kingdom
$833K – – –
Northern Trust
357
Northern Trust
Illinois
$831K -$335K -1,989 -29%
FFS
358
Founders Financial Securities
Maryland
$828K -$3.02M -17,921 -78%
MFG
359
Merit Financial Group
Georgia
$825K +$349K +2,076 +73%
CFS
360
CRA Financial Services
New Jersey
$819K – – –
BFS
361
Bickling Financial Services
Massachusetts
$818K +$1.35K +8 +0.2%
NWMG
362
National Wealth Management Group
Ohio
$806K -$1.59M -9,466 -66%
FNBTCON
363
First National Bank & Trust Co of Newtown
Pennsylvania
$804K +$24.4K +145 +3%
UWM
364
USAdvisors Wealth Management
Minnesota
$793K -$101K -598 -11%
RFN
365
RDA Financial Network
Iowa
$779K -$44.6K -265 -5%
BWP
366
Bernardo Wealth Planning
Pennsylvania
$775K -$6.22K -37 -0.8%
SFG
367
Sovereign Financial Group
Connecticut
$760K -$20.9K -124 -3%
VFA
368
Valeo Financial Advisors
Indiana
$754K +$86.6K +515 +13%
QCG
369
Quadrant Capital Group
Ohio
$750K -$80.8K -480 -10%
9WM
370
9258 Wealth Management
Ohio
$739K – – –
RG
371
Retirement Group
California
$737K -$77K -458 -9%
HFS
372
Horizon Financial Services
North Carolina
$736K -$196K -1,164 -21%
OPS
373
Orion Portfolio Solutions
Nebraska
$723K -$299K -1,779 -29%
FWIA
374
Fort Washington Investment Advisors
Ohio
$717K +$182K +1,079 +34%
MAG
375
Members Advisory Group
New York
$714K -$217K -1,287 -23%
13 14
15
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