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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 %
QT
476
Quantbot Technologies
New York
$245K -$21.5K -158 -8%
SWM
477
Selective Wealth Management
Virginia
$245K -$13.5K -99 -5%
WTA
478
Washington Trust Advisors
Massachusetts
$245K – – –
IF
479
Intrua Financial
Texas
$242K -$656K -4,798 -73%
IAA
480
Independent Advisor Alliance
North Carolina
$240K +$39.3K +288 +20%
WEG
481
World Equity Group
Illinois
$238K -$16.9K -124 -7%
OBWG
482
Onyx Bridge Wealth Group
New York
$237K -$376K -2,737 -61%
SFG
483
Summit Financial Group
West Virginia
$236K – – –
DWP
484
Destiny Wealth Partners
Florida
$233K -$109K -804 -32%
W
485
WealthOne
New York
$233K -$2.05K -15 -0.9%
VCP
486
Vista Capital Partners
Oregon
$232K – – –
FDCC
487
Foster Dykema Cabot & Co
Massachusetts
$224K -$11.8M -87,005 -98%
OAM
488
Occidental Asset Management
California
$224K -$1.36K -10 -0.6%
CRI
489
Colonial River Investments
Virginia
$224K – – –
BFPW
490
BOK Financial Private Wealth
Colorado
$222K – – –
ACM
491
Advisors Capital Management
New Jersey
$222K +$222K +1,627 New
ACI
492
Alpha Cubed Investments
California
$217K – – –
HIF
493
Hill Island Financial
Michigan
$217K +$682 +5 +0.3%
KWM
494
Kingsview Wealth Management
Oregon
$215K -$36.9K -270 -15%
DP
495
Denver PWM
Colorado
$213K +$213K +1,566 New
William Blair & Company
496
William Blair & Company
Illinois
$210K +$13K +95 +7%
SWM
497
Sugarloaf Wealth Management
Georgia
$209K +$136 +1 +0.1%
CCM
498
Carlson Capital Management
Minnesota
$207K +$683 +5 +0.3%
SC
499
Saiph Capital
New Jersey
$206K +$32.9K +241 +19%
JEST
500
JTC Employer Solutions Trustee
Jersey
$205K – – –
18 19
20
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