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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 %
CS
551
Comerica Securities
Michigan
$207K -$126K -747 -38%
BW
552
Bison Wealth
Georgia
$207K +$207K +1,231 New
MBT
553
Montecito Bank & Trust
California
$201K -$4.2K -25 -2%
SCA
554
Stonebridge Capital Advisors
Minnesota
$201K +$78.1K +463 +64%
GWS
555
Glassman Wealth Services
Virginia
$197K -$45.3K -269 -19%
WSCM
556
Wellington Shields Capital Management
New York
$194K – – –
JPLA
557
Joseph P. Lucia & Associates
New York
$175K -$164K -972 -48%
AWM
558
Accel Wealth Management
Iowa
$173K -$4.39K -26 -2%
AWM
559
Aspire Wealth Management
Massachusetts
$163K -$9.77K -58 -6%
JWM
560
Janiczek Wealth Management
Colorado
$157K – – –
BCMLT
561
Beacon Capital Management LLC (Tennessee)
Tennessee
$142K +$142K +840 New
CAAS
562
Capital Asset Advisory Services
Michigan
$141K -$5.73K -34 -4%
FPB
563
First PREMIER Bank
South Dakota
$140K – – –
AIP
564
Ahrens Investment Partners
Louisiana
$139K -$272K -1,613 -66%
KPCM
565
Kings Point Capital Management
New York
$136K – – –
EI
566
Ellevest Inc
New York
$136K +$336 +2 +0.2%
BFEC
567
Benjamin F. Edwards & Company
Missouri
$135K – – –
AF
568
Advisornet Financial
Minnesota
$132K -$20.4K -121 -13%
SFSG
569
Sound Financial Strategies Group
Mississippi
$123K -$1.7M -10,092 -93%
CWP
570
Concord Wealth Partners
Virginia
$122K +$13.8K +82 +13%
HFM
571
Hartford Financial Management
Connecticut
$121K – – –
AA
572
Ancora Advisors
Ohio
$119K -$98.5K -585 -45%
ST
573
Smithfield Trust
Pennsylvania
$115K -$168 -1 -0.1%
PPWM
574
PFG Private Wealth Management
Florida
$105K -$65.4K -389 -38%
PAI
575
Pittenger & Anderson Inc
Nebraska
$100K – – –
21 22
23
24 25