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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 %
CA
451
Crewe Advisors
Utah
$287K +$27.6K +202 +11%
SW
452
Solidarity Wealth
Utah
$285K -$11.8K -82 -4%
SWA
453
Strategies Wealth Advisors
Michigan
$282K +$818 +6 +0.3%
CAL
454
Capital Advisors Ltd
Ohio
$281K – – –
CWM
455
Collaborative Wealth Management
Florida
$281K +$281K +2,063 New
HAS
456
HBW Advisory Services
California
$279K -$135K -986 -33%
GVAG
457
Great Valley Advisor Group
Delaware
$279K +$279K +2,049 New
M&T Bank
458
M&T Bank
New York
$276K +$269K +137,690 +3,840%
FAT
459
First American Trust
California
$275K -$26.7K -196 -9%
MIH
460
Meitav Investment House
Israel
$275K – – –
National Bank of Canada
461
National Bank of Canada
Quebec, Canada
$273K -$6.13K -45 -2%
JCM
462
Jacobi Capital Management
Pennsylvania
$273K – – –
STB
463
S&T Bank
Pennsylvania
$269K -$171K -1,253 -39%
FFG
464
Ford Financial Group
California
$269K +$681 +5 +0.3%
FWP
465
FAS Wealth Partners
Kansas
$261K -$14.9K -109 -5%
SWM
466
Sculati Wealth Management
Michigan
$259K -$58.7K -430 -18%
MCC
467
Money Concepts Capital
Florida
$258K -$980K -7,101 -79%
AAM
468
Augustine Asset Management
Florida
$257K – – –
VIA
469
Vident Investment Advisory
Georgia
$256K +$76.2K +557 +42%
AMCA
470
Arthur M. Cohen & Associates
Illinois
$254K – – –
OPCM
471
Osborne Partners Capital Management
California
$252K -$34.1K -250 -12%
RWM
472
Ritholtz Wealth Management
New York
$252K +$252K +1,848 New
NDSI
473
Newman Dignan & Sheerar Inc
Rhode Island
$249K – – –
PCA
474
Personal Capital Advisors
California
$248K – – –
MMM
475
Mendel Money Management
Illinois
$246K -$41.4K -304 -14%
17 18
19
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