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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 %
WP
426
WealthShield Partners
North Carolina
$327K -$947K -6,950 -74%
EC
427
Estate Counselors
Wisconsin
$327K -$95.4K -700 -23%
IA
428
Insight Advisors
Pennsylvania
$327K -$64.8K -462 -17%
GWM
429
GDS Wealth Management
Texas
$326K +$28.5K +209 +10%
CWM
430
Centric Wealth Management
Illinois
$324K +$954 +7 +0.3%
GRP
431
Global Retirement Partners
California
$320K -$137 -1 -0%
LRPA
432
L. Roy Papp & Associates
Arizona
$318K +$318K +2,335 New
TFA
433
Teamwork Financial Advisors
Texas
$315K -$46.3K -339 -13%
VAS
434
Vestmark Advisory Solutions
Massachusetts
$314K -$92.9K -682 -23%
Northern Trust
435
Northern Trust
Illinois
$312K -$361K -2,652 -54%
HGWM
436
Horst & Graben Wealth Management
Oregon
$311K -$12.7K -93 -4%
Simplex Trading
437
Simplex Trading
Illinois
$311K +$311K +2,287 New
ASN
438
Advisory Services Network
Georgia
$310K -$1.02M -7,465 -77%
MA
439
Mezzasalma Advisors
New Jersey
$309K -$4.23K -31 -1%
HSA
440
HBK Sorce Advisory
Pennsylvania
$307K +$3.55K +26 +1%
MWM
441
Meridian Wealth Management
Kentucky
$305K – – –
RIA
442
Regal Investment Advisors
Michigan
$304K -$16.2K -119 -5%
LBA
443
Lowell Blake & Associates
Massachusetts
$301K – – –
BOPW
444
Brandywine Oak Private Wealth
Pennsylvania
$300K +$27.1K +199 +10%
FPW
445
Flagship Private Wealth
Massachusetts
$295K +$682 +5 +0.2%
RFN
446
Redwood Financial Network
Ohio
$294K -$19.4K -142 -6%
LF
447
LifeSteps Financial
California
$294K – – –
CAM
448
Cidel Asset Management
Ontario, Canada
$292K – – –
CFA
449
Cahill Financial Advisors
Minnesota
$291K -$65.2K -478 -18%
WA
450
WBH Advisory
Maryland
$289K -$25.9K -189 -8%
16 17
18
19 20