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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 %
AB
376
Atlas Brown
Kentucky
$714K -$9.42K -56 -1%
EP
377
Eudaimonia Partners
Tennessee
$689K +$689K +4,092 New
PA
378
Prism Advisors
California
$686K -$89.5K -532 -12%
PA
379
Pinnacle Associates
New York
$685K +$15.3K +91 +2%
PWMAG
380
Pinnacle Wealth Management Advisory Group
New Jersey
$675K +$15.2K +90 +2%
WA
381
Winfield Associates
Ohio
$670K -$135K -800 -17%
DY
382
Dowling & Yahnke
California
$669K – – –
FH
383
FWG Holdings
Florida
$668K -$40.2K -239 -6%
OBWG
384
Onyx Bridge Wealth Group
New York
$663K -$20.2K -136 -3%
DWM
385
Darwin Wealth Management
Florida
$652K -$26.1K -155 -4%
MWM
386
MBE Wealth Management
Wisconsin
$652K – – –
PAS
387
Park Avenue Securities
New York
$640K -$78.8K -468 -11%
WMR
388
Wealth Management Resources
Rhode Island
$637K +$1.51K +9 +0.2%
IFWM
389
Institute for Wealth Management
Colorado
$635K +$336 +2 +0.1%
FDCDDQ
390
Federation des caisses Desjardins du Quebec
Quebec, Canada
$629K +$18.3K +109 +3%
BSW
391
Buckingham Strategic Wealth
Missouri
$624K +$25.9K +154 +4%
DAS
392
Dynamic Advisor Solutions
Arizona
$623K +$43.1K +256 +7%
NCM
393
NCM Capital Management
New Jersey
$622K +$420K +2,494 +208%
AWA
394
Amplius Wealth Advisors
Pennsylvania
$620K – – –
FCFC
395
First Citizens Financial Corp
Iowa
$620K +$188K +1,119 +44%
Financial Engines Advisors
396
Financial Engines Advisors
California
$617K +$617K +3,669 New
VR
397
Viridian RIA
Washington
$606K -$655K -3,600 Closed
SL
398
Stevard LLC
Illinois
$604K +$235K +1,397 +64%
M&T Bank
399
M&T Bank
New York
$603K -$9.75M -58,002 -94%
AllianceBernstein
400
AllianceBernstein
Tennessee
$589K – – –
14 15
16
17 18