MTUM icon

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 %
EWA
401
EP Wealth Advisors
California
$578K +$120K +711 +26%
CA
402
CGN Advisors
Kansas
$561K -$463K -2,747 -45%
SWM
403
SeaCrest Wealth Management
New York
$553K -$45.1K -268 -8%
IAG
404
Investment Advisory Group
Massachusetts
$548K +$168 +1 +0%
WWP
405
WR Wealth Planners
Missouri
$547K +$547K +3,248 New
STB
406
S&T Bank
Pennsylvania
$543K -$42.9K -255 -7%
ACG
407
Allen Capital Group
Nebraska
$543K -$3.19K -19 -0.6%
AG
408
Ascent Group
Virginia
$541K +$79.6K +473 +17%
DWT
409
Dorsey & Whitney Trust
South Dakota
$538K – – –
PMG
410
ProVise Management Group
Florida
$534K -$321K -1,908 -38%
OPWM
411
Oxinas Partners Wealth Management
Indiana
$533K +$7.74K +46 +1%
TSS
412
Two Sigma Securities
New York
$530K +$47.2K +280 +10%
EC
413
Estate Counselors
Wisconsin
$521K – – –
Prudential Financial
414
Prudential Financial
New Jersey
$521K +$60.4K +359 +13%
SB
415
Strategic Blueprint
Georgia
$520K -$175K -1,036 -25%
CCA
416
Clearwater Capital Advisors
Illinois
$518K – – –
SVWAG
417
Sound View Wealth Advisors Group
Georgia
$515K -$679K -4,035 -57%
WT
418
Washington Trust
Rhode Island
$511K +$303K +1,800 +146%
HAS
419
HBW Advisory Services
California
$510K -$86K -511 -14%
VWA
420
Visionary Wealth Advisors
Illinois
$502K -$1.91M -11,349 -79%
VAS
421
Vestmark Advisory Solutions
Massachusetts
$502K +$33.6K +200 +7%
BCP
422
Blackhawk Capital Partners
Wisconsin
$492K -$647K -3,844 -57%
IWA
423
IBEX Wealth Advisors
New Jersey
$489K +$15.3K +91 +3%
VC
424
Veracity Capital
Georgia
$488K -$109K -645 -18%
BC
425
Bowman & Company
Wisconsin
$487K -$13.6K -81 -3%
15 16
17
18 19