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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 %
MAG
351
Members Advisory Group
New York
$578K – – –
MWA
352
Meridian Wealth Advisors
Texas
$569K -$10.1M -73,894 -95%
Citigroup
353
Citigroup
New York
$566K -$4.14M -30,368 -88%
RG
354
Retirement Group
California
$563K -$34.4K -252 -6%
CW
355
Connectus Wealth
Ohio
$560K +$560K +4,105 New
PA
356
Pinnacle Associates
New York
$557K +$2.05K +15 +0.4%
QCG
357
Quadrant Capital Group
Ohio
$552K -$56.1K -411 -9%
PWMAG
358
Pinnacle Wealth Management Advisory Group
New Jersey
$549K +$2.05K +15 +0.4%
WQ
359
Wealth Quarterback
New Jersey
$549K +$549K +4,025 New
PA
360
Prism Advisors
California
$548K -$7.77K -57 -1%
KWA
361
Kellett Wealth Advisors
Ohio
$546K -$162K -1,185 -23%
DY
362
Dowling & Yahnke
California
$542K – – –
CA
363
CGN Advisors
Kansas
$539K +$84.8K +622 +19%
MWM
364
MBE Wealth Management
Wisconsin
$529K +$1.36K +10 +0.3%
WMR
365
Wealth Management Resources
Rhode Island
$518K +$1.36K +10 +0.3%
IFWM
366
Institute for Wealth Management
Colorado
$515K +$136 +1 +0%
UWM
367
USAdvisors Wealth Management
Minnesota
$512K -$131K -959 -20%
DAS
368
Dynamic Advisor Solutions
Arizona
$509K +$4.09K +30 +0.8%
Financial Engines Advisors
369
Financial Engines Advisors
California
$506K +$6.27K +46 +1%
OPS
370
Orion Portfolio Solutions
Nebraska
$501K -$84.8K -622 -14%
NCM
371
NCM Capital Management
New Jersey
$500K -$3.68K -27 -0.7%
DWM
372
Darwin Wealth Management
Florida
$498K -$49.9K -353 -9%
Prudential Financial
373
Prudential Financial
New Jersey
$491K +$67.1K +490 +16%
FHA
374
Flagship Harbor Advisors
Massachusetts
$489K -$197K -1,442 -29%
ECM
375
Evergreen Capital Management
Washington
$481K +$481K +3,526 New
13 14
15
16 17