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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 %
CWA
426
Centennial Wealth Advisory
Michigan
$486K +$15.5K +92 +3%
PWAG
427
Polaris Wealth Advisory Group
California
$479K – – –
RF
428
Rollins Financial
Georgia
$476K -$8.25K -49 -2%
IA
429
Insight Advisors
Pennsylvania
$470K -$59.7K -355 -11%
OCM
430
One Capital Management
California
$468K +$468K +2,785 New
PCM
431
Parsons Capital Management
Rhode Island
$461K -$25.1K -149 -5%
AR
432
Apeiron RIA
Texas
$457K -$57.4K -348 -11%
SF
433
Symphony Financial
Texas
$446K +$446K +2,967 New
TFA
434
Teamwork Financial Advisors
Texas
$445K -$93.3K -555 -17%
RIM
435
Regent Investment Management
Kentucky
$445K -$22.7K -135 -5%
PAG
436
Private Advisory Group
Washington
$444K +$14.3K +85 +3%
CFA
437
Cahill Financial Advisors
Minnesota
$439K -$118K -704 -21%
FWM
438
Fingerlakes Wealth Management
New York
$436K -$11.9K -71 -3%
SWAG
439
Spectrum Wealth Advisory Group
California
$433K -$11.6K -69 -3%
DWM
440
Dopkins Wealth Management
New York
$433K +$16.7K +99 +4%
DWP
441
Destiny Wealth Partners
Florida
$423K -$114K -677 -21%
TB
442
Treynor Bancshares
Iowa
$423K – – –
GT
443
Glenmede Trust
Pennsylvania
$420K -$83.4K -496 -17%
HWM
444
Hemington Wealth Management
Virginia
$413K -$31.8K -189 -7%
AFO
445
Allie Family Office
Florida
$409K – – –
AF
446
Allworth Financial
California
$405K -$16.5K -98 -4%
AWA
447
Acorn Wealth Advisors
Michigan
$404K -$863K -5,125 -68%
CWM
448
Centric Wealth Management
Illinois
$399K -$1.44M -8,539 -78%
HGWM
449
Horst & Graben Wealth Management
Oregon
$399K -$58.5K -348 -13%
RIA
450
Regal Investment Advisors
Michigan
$396K -$25.1K -149 -6%
16 17
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