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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 %
BWM
576
Baystate Wealth Management
Massachusetts
$100K +$168 +1 +0.2%
HNB
577
Huntington National Bank
Ohio
$97K -$59K – –
IF
578
Integrity Financial
Wyoming
$96K -$39.5K -235 -29%
MIFH
579
Migdal Insurance & Financial Holdings
Israel
$94K – – –
RPCA
580
Running Point Capital Advisors
California
$93K – – –
COCM
581
Charter Oak Capital Management
New Hampshire
$92K – – –
BWL
582
Bogart Wealth LLC
Virginia
$90K – – –
AWM
583
Abound Wealth Management
Tennessee
$89.2K +$168 +1 +0.2%
FFA
584
Founders Financial Alliance
North Carolina
$76K -$4.03K -24 -5%
EWM
585
Endurance Wealth Management
Rhode Island
$76K – – –
AWM
586
Avior Wealth Management
Nebraska
$71K -$24.7K -148 -26%
KTC
587
Kistler-Tiffany Companies
Pennsylvania
$71K – – –
OSAM
588
O'Shaughnessy Asset Management
Connecticut
$70K +$2.69K +16 +4%
ZIG
589
Zullo Investment Group
Pennsylvania
$66K – – –
ACA
590
Aptus Capital Advisors
Alabama
$63K – – –
AW
591
Avion Wealth
Texas
$63K – – –
FWA
592
FSC Wealth Advisors
New York
$62K – – –
FPFS
593
First Personal Financial Services
North Carolina
$56K +$56K +330 New
MA
594
MUFG Americas
New York
$53K +$44.6K +267 +534%
DWMG
595
DB Wealth Management Group
California
$49K +$167 +1 +0.3%
TAM
596
Townsend Asset Management
North Carolina
$48K – – –
MAM
597
Meeder Asset Management
Ohio
$48K +$1.17K +7 +2%
CIA
598
Cascade Investment Advisors
Oregon
$48K – – –
SSB
599
Sandy Spring Bank
Maryland
$47K -$30.4K -180 -39%
PCG
600
Private Capital Group
Connecticut
$46K +$1.17K +7 +3%
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