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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 %
HFM
526
Hartford Financial Management
Connecticut
$98K – – –
PFGIA
527
Patriot Financial Group Insurance Agency
Massachusetts
$97K -$85.8K -629 -47%
AIP
528
Ahrens Investment Partners
Louisiana
$96K -$16K -118 -14%
ST
529
Smithfield Trust
Pennsylvania
$94K – – –
CAL
530
Capital Analysts LLC
Pennsylvania
$89K +$89K +653 New
JPLA
531
Joseph P. Lucia & Associates
New York
$84K -$58K -425 -41%
PAI
532
Pittenger & Anderson Inc
Nebraska
$81K – – –
SCA
533
Stonebridge Capital Advisors
Minnesota
$78K -$84.5K -620 -52%
RPCA
534
Running Point Capital Advisors
California
$75K – – –
FHA
535
First Horizon Advisors
Tennessee
$75K +$56K +417 +296%
COCM
536
Charter Oak Capital Management
New Hampshire
$74K – – –
BWL
537
Bogart Wealth LLC
Virginia
$74K +$1.23K +9 +2%
AWM
538
Abound Wealth Management
Tennessee
$72.2K -$136 -1 -0.2%
IF
539
Integrity Financial
Wyoming
$70K -$7.91K -58 -10%
MIFH
540
Migdal Insurance & Financial Holdings
Israel
$69K -$7.35K -54 -10%
HNB
541
Huntington National Bank
Ohio
$65K -$97K – –
FFA
542
Founders Financial Alliance
North Carolina
$62K – – –
OSAM
543
O'Shaughnessy Asset Management
Connecticut
$62K +$4.8K +35 +8%
HCP
544
Hexagon Capital Partners
Arkansas
$62K +$39.4K +287 +174%
EWM
545
Endurance Wealth Management
Rhode Island
$61K – – –
KTC
546
Kistler-Tiffany Companies
Pennsylvania
$61K +$3.3K +24 +6%
SMA
547
Sage Mountain Advisors
Georgia
$59K -$197K -1,443 -77%
TCOV
548
Trust Company of Vermont
Vermont
$57K +$57K +416 New
VVP
549
Venture Visionary Partners
Ohio
$54.3K +$54.3K +398 New
CSWG
550
Cardinal Strategic Wealth Guidance
Kentucky
$54K -$162K -1,195 -75%
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