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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 %
BBNB
451
Baker Boyer National Bank
Washington
$394K +$394K +2,343 New
SWM
452
Sculati Wealth Management
Michigan
$392K +$15.2K +90 +4%
RFN
453
Redwood Financial Network
Ohio
$387K +$387K +2,297 New
MA
454
Mezzasalma Advisors
New Jersey
$386K -$25.6K -152 -6%
MWM
455
Meridian Wealth Management
Kentucky
$377K +$2.86K +17 +0.8%
HSA
456
HBK Sorce Advisory
Pennsylvania
$375K -$106K -628 -22%
LWM
457
Liberty Wealth Management
California
$375K +$375K +2,230 New
FAT
458
First American Trust
California
$372K -$225K -1,338 -38%
LBA
459
Lowell Blake & Associates
Massachusetts
$371K – – –
FPW
460
Flagship Private Wealth
Massachusetts
$363K -$8.41K -50 -2%
LF
461
LifeSteps Financial
California
$362K -$5.55K -33 -2%
CAM
462
Cidel Asset Management
Ontario, Canada
$360K -$61.4K -365 -15%
AWA
463
Arkadios Wealth Advisors
Georgia
$356K +$6.4K +38 +2%
MMM
464
Mendel Money Management
Illinois
$355K +$8.08K +48 +2%
OPCM
465
Osborne Partners Capital Management
California
$353K -$62.2K -370 -15%
WA
466
WBH Advisory
Maryland
$351K -$68.1K -446 -16%
HA
467
HYA Advisors
Missouri
$349K – – –
GWM
468
GDS Wealth Management
Texas
$348K +$25.5K +160 +8%
SWA
469
Strategies Wealth Advisors
Michigan
$347K -$13.5K -80 -4%
CAL
470
Capital Advisors Ltd
Ohio
$347K – – –
PCM
471
Poehling Capital Management
Wisconsin
$346K – – –
National Bank of Canada
472
National Bank of Canada
Quebec, Canada
$345K -$77.5K -460 -18%
BFG
473
Barber Financial Group
Kansas
$344K -$3.7K -22 -1%
FWP
474
FAS Wealth Partners
Kansas
$340K -$379K -2,251 -53%
MIH
475
Meitav Investment House
Israel
$339K -$76.1K -452 -18%
17 18
19
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