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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 %
CA
526
CoreCap Advisors
Michigan
$242K -$1.21M -7,219 -83%
PFG
527
Peterson Financial Group
Iowa
$239K -$19.2K -114 -7%
TVAMP
528
Tennessee Valley Asset Management Partners
Tennessee
$234K +$22.2K +132 +11%
MAC
529
Mason & Associates (California)
California
$233K -$28.9K -172 -11%
RFC
530
Regions Financial Corp
Alabama
$233K -$23.6K -140 -9%
TLFA
531
True Link Financial Advisors
California
$228K – – –
IAN
532
Integrated Advisors Network
Texas
$227K -$8.6M -51,041 -97%
TWM
533
Tradition Wealth Management
Minnesota
$227K -$3.71K -22 -2%
TP
534
Tranquility Partners
Tennessee
$227K – – –
PFGIA
535
Patriot Financial Group Insurance Agency
Massachusetts
$225K -$176K -1,049 -44%
APS
536
American Planning Services
Florida
$223K -$89K -529 -29%
HS
537
Horan Securities
United States
$223K +$16.2K +96 +8%
VIA
538
Vident Investment Advisory
Georgia
$221K -$579K -3,443 -72%
SXL
539
Summit X LLC
Missouri
$219K -$371K -2,184 -63%
CNBTD
540
Citizens National Bank Trust Department
Mississippi
$219K -$12.4K -84 -5%
QCM
541
Quantinno Capital Management
New York
$219K +$219K +1,302 New
3LCM
542
3D/L Capital Management
Connecticut
$216K -$169 -1 -0.1%
RHP
543
Royal Harbor Partners
Texas
$216K – – –
SC
544
Saiph Capital
New Jersey
$213K +$673 +4 +0.3%
ABC
545
Associated Banc-Corp
Wisconsin
$211K -$118K -703 -36%
SMC
546
Smith, Moore & Co
Missouri
$211K +$168 +1 +0.1%
Comerica Bank
547
Comerica Bank
Texas
$210K -$4.38K -27 -2%
APC
548
Aspire Private Capital
North Carolina
$209K +$49.2K +293 +31%
AFP
549
Ausdal Financial Partners
Iowa
$208K -$3.63M -21,557 -95%
FAG
550
Financial Advisory Group
Texas
$208K +$506 +3 +0.2%
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