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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 %
BOPW
476
Brandywine Oak Private Wealth
Pennsylvania
$337K -$208K -1,241 -38%
JCM
477
Jacobi Capital Management
Pennsylvania
$337K -$16.9K -100 -5%
SW
478
Solidarity Wealth
Utah
$336K +$336K +2,068 New
RWM
479
Rockwood Wealth Management
Pennsylvania
$332K -$24.7K -147 -7%
FFG
480
Ford Financial Group
California
$331K +$168 +1 +0.1%
QT
481
Quantbot Technologies
New York
$329K +$329K +1,958 New
MPW
482
MA Private Wealth
California
$324K -$67.3K -400 -17%
GRP
483
Global Retirement Partners
California
$323K +$323K +2,344 New
CA
484
Crewe Advisors
Utah
$320K +$320K +1,900 New
SWM
485
Selective Wealth Management
Virginia
$319K -$57.2K -340 -15%
AAM
486
Augustine Asset Management
Florida
$317K – – –
SMA
487
Sage Mountain Advisors
Georgia
$316K -$21.4K -127 -6%
GEA
488
Glen Eagle Advisors
New Jersey
$315K -$923K -5,487 -75%
WEG
489
World Equity Group
Illinois
$314K +$314K +1,869 New
AMCA
490
Arthur M. Cohen & Associates
Illinois
$313K -$125K -742 -29%
PG
491
Prostatis Group
Maryland
$312K -$7.25M -43,058 -96%
KWM
492
Kingsview Wealth Management
Oregon
$310K -$80.6K -479 -21%
PJSIMP
493
P.J. Schmidt Investment Management (PJS)
Wisconsin
$309K -$282K -1,916 -48%
FCH
494
Freestone Capital Holdings
Washington
$308K +$308K +1,833 New
PCA
495
Personal Capital Advisors
California
$307K -$65.7K -390 -18%
MWM
496
Maripau Wealth Management
Indiana
$305K +$305K +1,971 New
WTA
497
Washington Trust Advisors
Massachusetts
$303K – – –
KFI
498
Key Financial Inc
Pennsylvania
$294K +$139K +828 +90%
SFG
499
Summit Financial Group
West Virginia
$291K – – –
W
500
WealthOne
New York
$289K -$42.8K -255 -13%
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