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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 %
VWM
501
Vigilare Wealth Management
Arizona
$288K +$672 +4 +0.2%
VCP
502
Vista Capital Partners
Oregon
$286K -$869K -5,159 -75%
FIM
503
Freedom Investment Management
Connecticut
$283K -$109K -646 -28%
AWA
504
Arete Wealth Advisors
Illinois
$282K -$1.23M -7,329 -81%
WCA
505
Westover Capital Advisors
Delaware
$282K -$2.19K -13 -0.8%
SWP
506
Summit Wealth Partners
Florida
$279K +$673 +4 +0.2%
OAM
507
Occidental Asset Management
California
$278K +$53.6K +319 +24%
CRI
508
Colonial River Investments
Virginia
$277K -$22.4K -133 -7%
BFPW
509
BOK Financial Private Wealth
Colorado
$274K -$86.3K -514 -24%
CSWG
510
Cardinal Strategic Wealth Guidance
Kentucky
$268K -$560K -3,328 -68%
TCM
511
TD Capital Management
Tennessee
$268K -$15.5K -92 -5%
ACI
512
Alpha Cubed Investments
California
$268K +$268K +1,593 New
HIF
513
Hill Island Financial
Michigan
$267K -$55.4K -329 -17%
SWM
514
Sugarloaf Wealth Management
Georgia
$258K – – –
SG
515
StoneX Group
New York
$254K -$423K -2,516 -62%
CCM
516
Carlson Capital Management
Minnesota
$254K +$505 +3 +0.2%
SWP
517
Strategic Wealth Partners
Ohio
$253K -$4.22M -25,109 -94%
JEST
518
JTC Employer Solutions Trustee
Jersey
$252K – – –
IWP
519
Icon Wealth Partners
Texas
$251K -$20.6K -122 -8%
DE
520
Day & Ennis
Georgia
$249K -$83.4K -496 -25%
PPA
521
Parametric Portfolio Associates
Washington
$249K -$35.7K -212 -13%
MGIA
522
Moneta Group Investment Advisors
Missouri
$248K +$14.8K +88 +6%
IAA
523
Independent Advisor Alliance
North Carolina
$247K – – –
SP
524
Successful Portfolios
Florida
$244K -$10.6K -63 -4%
William Blair & Company
525
William Blair & Company
Illinois
$243K +$58.6K +348 +32%
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