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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 %
CWA
501
Centennial Wealth Advisory
Michigan
$202K -$191K -1,405 -49%
SIGI
502
Susquehanna International Group (Ireland)
Ireland
$201K +$201K +1,474 New
TCM
503
TD Capital Management
Tennessee
$200K -$16.3K -120 -8%
APC
504
Aspire Private Capital
North Carolina
$191K +$21.5K +158 +13%
BCWM
505
Bartlett & Co Wealth Management
Ohio
$187K +$163K +1,195 +668%
BC
506
Bartlett & Co
Ohio
$187K +$163K +1,195 +668%
TWM
507
Tradition Wealth Management
Minnesota
$184K +$544 +4 +0.3%
CA
508
CoreCap Advisors
Michigan
$177K -$19.7K -144 -10%
KFI
509
Key Financial Inc
Pennsylvania
$169K -$72.4K -525 -30%
GWS
510
Glassman Wealth Services
Virginia
$159K – – –
HS
511
Horan Securities
United States
$157K -$22.2K -164 -12%
HIA
512
Harbor Investment Advisory
Maryland
$151K +$151K +1,107 New
BCMLT
513
Beacon Capital Management LLC (Tennessee)
Tennessee
$142K – – –
AWM
514
Accel Wealth Management
Iowa
$140K +$137 +1 +0.1%
AWM
515
Aspire Wealth Management
Massachusetts
$138K +$5.74K +42 +4%
JWM
516
Janiczek Wealth Management
Colorado
$134K – – –
GWSG
517
GPS Wealth Strategies Group
Colorado
$129K +$97K +713 +303%
CNBTD
518
Citizens National Bank Trust Department
Mississippi
$121K -$82.8K -605 -41%
FPB
519
First PREMIER Bank
South Dakota
$114K – – –
CAAS
520
Capital Asset Advisory Services
Michigan
$114K – – –
EI
521
Ellevest Inc
New York
$111K +$273 +2 +0.2%
BFEC
522
Benjamin F. Edwards & Company
Missouri
$109K – – –
CWP
523
Concord Wealth Partners
Virginia
$108K +$9.03K +66 +9%
GEA
524
Glen Eagle Advisors
New Jersey
$107K -$148K -1,086 -58%
SFSG
525
Sound Financial Strategies Group
Mississippi
$100K +$408 +3 +0.4%
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