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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 %
1WM
26
1900 Wealth Management
Texas
$79.2M -$3.72M -22,110 -4%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$78.7M -$6.27M -37,254 -7%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$75.9M -$21.5M -127,489 -22%
BL
29
Balentine LLC
Georgia
$75.9M +$75.9M +450,850 New
FBFS
30
First Business Financial Services
Wisconsin
$70.1M +$2.76M +16,394 +4%
EWM
31
Empirical Wealth Management
Washington
$64.4M +$36.4M +216,243 +130%
RA
32
RFG Advisory
Alabama
$64.4M +$10.7M +63,609 +20%
Mariner
33
Mariner
Kansas
$63.1M +$8.75M +52,014 +16%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$61.5M +$1.87M +11,101 +3%
Osaic Holdings
35
Osaic Holdings
Arizona
$60.1M -$27.2M -171,557 -31%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$57.3M +$4.91M +28,536 +9%
IWC
37
Integrated Wealth Concepts
Massachusetts
$54.2M +$1.83M +10,891 +4%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$53.6M -$4.61M -27,426 -8%
WCG
39
Wall Capital Group
Arizona
$47M -$6.02M -35,784 -11%
AAS
40
Ameritas Advisory Services
Nebraska
$43.9M -$4.23M -25,123 -9%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$43.8M -$9.63M -57,218 -18%
Allianz Asset Management
42
Allianz Asset Management
Germany
$43.2M -$31.3M -186,226 -42%
FFA
43
Fragasso Financial Advisors
Pennsylvania
$42.6M +$1.12M +6,663 +3%
DLIC
44
Daido Life Insurance Company
Japan
$40.7M – – –
TC
45
Trilogy Capital
California
$40.5M +$15.3M +90,886 +61%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$39.3M -$14.8M -88,116 -27%
SP
47
Symmetry Partners
Connecticut
$37.8M +$6.89M +40,961 +22%
MCWS
48
McKinley Carter Wealth Services
West Virginia
$36.9M -$6.88M -40,911 -16%
AA
49
ACT Advisors
North Carolina
$31.9M -$943K -5,607 -3%
Truist Financial
50
Truist Financial
North Carolina
$31.9M -$12.2M -72,279 -28%
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