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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 %
FDCDDQ
376
Federation des caisses Desjardins du Quebec
Quebec, Canada
$481K -$28.6K -210 -6%
SWM
377
SeaCrest Wealth Management
New York
$480K +$31.6K +232 +7%
AllianceBernstein
378
AllianceBernstein
Tennessee
$477K – – –
AG
379
Ascent Group
Virginia
$476K +$14.8K +103 +3%
LSA
380
Lion Street Advisors
Texas
$476K +$476K +2,491 New
C1AG
381
Client 1st Advisory Group
Florida
$461K -$274K -2,005 -37%
FCFC
382
First Citizens Financial Corp
Iowa
$452K -$51.2K -375 -10%
RW
383
Rede Wealth
Virginia
$441K -$488K -3,578 -53%
DWT
384
Dorsey & Whitney Trust
South Dakota
$436K – – –
Renaissance Technologies
385
Renaissance Technologies
New York
$436K +$436K +3,200 New
OPWM
386
Oxinas Partners Wealth Management
Indiana
$431K -$1.5K -11 -0.3%
BSW
387
Buckingham Strategic Wealth
Missouri
$427K -$78.7K -577 -16%
TA
388
TrueWealth Advisors
Alabama
$421K -$208K -1,524 -33%
VWA
389
Visionary Wealth Advisors
Illinois
$420K +$13.1K +96 +3%
WT
390
Washington Trust
Rhode Island
$413K – – –
4WM
391
4J Wealth Management
Virginia
$410K -$268K -1,964 -40%
PCM
392
Parsons Capital Management
Rhode Island
$407K +$32.6K +239 +9%
ACG
393
Allen Capital Group
Nebraska
$406K -$34.1K -250 -8%
RCM
394
Requisite Capital Management
Texas
$405K -$20.1M -147,506 -98%
TF
395
TIAA FSB
Florida
$401K +$401K +2,941 New
EWA
396
EP Wealth Advisors
California
$396K -$72.7K -533 -16%
IAG
397
Investment Advisory Group
Massachusetts
$389K -$55.3K -406 -12%
WWP
398
WR Wealth Planners
Missouri
$387K -$55.8K -409 -13%
PTC
399
Private Trust Company
Ohio
$386K +$386K +2,830 New
IWA
400
IBEX Wealth Advisors
New Jersey
$383K -$12.8K -94 -3%
14 15
16
17 18