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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 %
SVWAG
401
Sound View Wealth Advisors Group
Georgia
$380K -$37K -272 -9%
JAG
402
Journey Advisory Group
Kentucky
$377K +$377K +2,650 New
RFN
403
RDA Financial Network
Iowa
$376K -$255K -1,872 -40%
SG
404
StoneX Group
New York
$374K +$168K +1,229 +81%
PMG
405
ProVise Management Group
Florida
$372K -$60.8K -446 -14%
BBNB
406
Baker Boyer National Bank
Washington
$371K +$51.9K +381 +16%
AWA
407
Amplius Wealth Advisors
Pennsylvania
$366K -$136K -1,000 -27%
SC
408
Stephens Consulting
Michigan
$365K -$704K -5,160 -66%
PWAG
409
Polaris Wealth Advisory Group
California
$361K -$34.5K -253 -9%
SB
410
Strategic Blueprint
Georgia
$360K -$60.8K -446 -14%
RF
411
Rollins Financial
Georgia
$358K -$27.2K -200 -7%
Wolverine Trading
412
Wolverine Trading
Illinois
$357K +$357K +2,610 New
PAG
413
Private Advisory Group
Washington
$353K -$6.55K -48 -2%
FWM
414
Fingerlakes Wealth Management
New York
$352K -$1.77K -13 -0.5%
DWM
415
Dopkins Wealth Management
New York
$351K – – –
AB
416
Atlas Brown
Kentucky
$350K -$229K -1,679 -40%
CCA
417
Clearwater Capital Advisors
Illinois
$347K -$73.1K -536 -17%
RIM
418
Regent Investment Management
Kentucky
$347K -$12.9K -95 -4%
TB
419
Treynor Bancshares
Iowa
$343K – – –
VC
420
Veracity Capital
Georgia
$340K -$55.4K -406 -14%
GT
421
Glenmede Trust
Pennsylvania
$340K – – –
OCM
422
One Capital Management
California
$339K -$40.8K -299 -11%
SWAG
423
Spectrum Wealth Advisory Group
California
$338K -$13.5K -99 -4%
HWM
424
Hemington Wealth Management
Virginia
$335K – – –
AFO
425
Allie Family Office
Florida
$332K – – –
15 16
17
18 19