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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 %
ZIG
551
Zullo Investment Group
Pennsylvania
$53K – – –
ACA
552
Aptus Capital Advisors
Alabama
$51K – – –
AW
553
Avion Wealth
Texas
$51K – – –
FPFS
554
First Personal Financial Services
North Carolina
$45K – – –
SC
555
SouthState Corp
Florida
$43K +$41.2K +303 +2,331%
Bank of Montreal
556
Bank of Montreal
Ontario, Canada
$43K -$3.05K -22,024 -7%
PPWM
557
PFG Private Wealth Management
Florida
$42K -$42.4K -314 -50%
BSB
558
Bangor Savings Bank
Maine
$41K +$41K +300 New
DWMG
559
DB Wealth Management Group
California
$40K +$136 +1 +0.3%
TAM
560
Townsend Asset Management
North Carolina
$39K – – –
GIA
561
GHP Investment Advisors
Colorado
$39K +$39K +284 New
CIA
562
Cascade Investment Advisors
Oregon
$38.9K – – –
FWA
563
FSC Wealth Advisors
New York
$36K -$14.3K -105 -28%
AW
564
ACG Wealth
Georgia
$36K +$36K +261 New
BWM
565
Baystate Wealth Management
Massachusetts
$32K -$50.3K -363 -61%
WOSD
566
WFA of San Diego
California
$31K +$31K +226 New
CA
567
Clearstead Advisors
Ohio
$30K – – –
Bessemer Group
568
Bessemer Group
New Jersey
$29K – – –
SSB
569
Sandy Spring Bank
Maryland
$25K -$14K -100 -36%
CWA
570
Clearview Wealth Advisors
Oregon
$23K -$10.5K -75 -31%
FPS
571
Fieldpoint Private Securities
Connecticut
$23K – – –
SAM
572
Strategic Asset Management
Minnesota
$23K +$1.62K +12 +8%
CPA
573
Cardiff Park Advisors
California
$21K – – –
MA
574
MUFG Americas
New York
$20K -$22.3K -167 -53%
HI
575
Hudock Inc
Pennsylvania
$20K +$131 +1 +0.7%
21 22
23
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