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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
$607M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$655M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$714M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$377M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$261M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$2.59M
2
SEIA
Signature Estate & Investment Advisors
California
$1.17M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$5.38M
4
AWM
AE Wealth Management
Kansas
$31.3M
5
FBFS
First Business Financial Services
Wisconsin
$4.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$58.8M -$5.41M -39,649 -8%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$57.5M -$3.97M -29,124 -6%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$55.1M -$8.67M -63,585 -14%
Mariner
29
Mariner
Kansas
$51.6M +$534K +3,919 +1%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$50.1M +$187K +1,372 +0.4%
IWC
31
Integrated Wealth Concepts
Massachusetts
$44.1M +$170K +1,243 +0.4%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$43.6M +$175K +1,283 +0.4%
Osaic Holdings
33
Osaic Holdings
Arizona
$43.2M -$8.51M -62,305 -16%
RA
34
RFG Advisory
Alabama
$40.8M -$13.1M -92,996 -24%
SP
35
Symmetry Partners
Connecticut
$34.7M +$4.08M +29,928 +13%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$34.7M -$996K -7,265 -3%
TC
37
Trilogy Capital
California
$33.7M +$902K +6,612 +3%
FFA
38
Fragasso Financial Advisors
Pennsylvania
$33.5M -$1.02M -7,470 -3%
DLIC
39
Daido Life Insurance Company
Japan
$33M – – –
Baird Financial Group
40
Baird Financial Group
Wisconsin
$32.3M +$476K +3,493 +1%
AAS
41
Ameritas Advisory Services
Nebraska
$32M -$3.56M -26,103 -10%
AWM
42
AE Wealth Management
Kansas
$31.3M -$95.1M -697,185 -75%
ACM
43
Armbruster Capital Management
New York
$26.4M +$1.16M +8,511 +5%
WCG
44
Wall Capital Group
Arizona
$26M -$12.3M -89,810 -32%
AC
45
Apella Capital
Connecticut
$25.9M +$6.34M +46,497 +32%
KCM
46
Kathmere Capital Management
Pennsylvania
$24.9M +$1.62M +11,850 +7%
PI
47
PFS Investments
Georgia
$23.6M +$2.43M +17,852 +11%
AA
48
ACT Advisors
North Carolina
$23.2M -$2.7M -19,785 -10%
BWA
49
Burt Wealth Advisors
Maryland
$23.2M +$1.77M +12,967 +8%
IWS
50
Insight Wealth Strategies
California
$22.9M -$811K -5,945 -3%
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