MTUM icon

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 %
TFS
576
TrustCore Financial Services
Tennessee
$20K +$20K +148 New
CCM
577
Cribstone Capital Management
Maine
$19K – – –
BHWM
578
Beaird Harris Wealth Management
Texas
$19K – – –
MCM
579
McMillion Capital Management
North Carolina
$19K +$19K +140 New
CHA
580
Carmichael Hill & Associates
Maryland
$18K -$3.41K -25 -16%
DI
581
Disciplined Investments
Oklahoma
$18K -$2.2K -16 -11%
FEG
582
Financial Enhancement Group
Indiana
$15K +$2.55K +19 +20%
AWM
583
AllSquare Wealth Management
New York
$14K – – –
S
584
SignatureFD
Georgia
$13K -$1.54K -11 -11%
APW
585
Axim Planning & Wealth
Ohio
$13K +$13K +98 New
AF
586
Advisornet Financial
Minnesota
$12K -$93.4K -693 -89%
MAM
587
Meeder Asset Management
Ohio
$12K -$26.8K -199 -69%
CIR
588
Clear Investment Research
Georgia
$12K – – –
MHR
589
Matthew Hamilton Rosenberg
$12K – – –
CC
590
Corsicana & Co
Texas
$11K – – –
SIS
591
Sound Income Strategies
Florida
$11K – – –
LFG
592
Larson Financial Group
Missouri
$11K +$2.54K +18 +30%
HDIM
593
Hanson & Doremus Investment Management
Vermont
$11K +$11K +81 New
CCA
594
Column Capital Advisors
Indiana
$10K – – –
SIC
595
Salem Investment Counselors
North Carolina
$10K – – –
JGIA
596
Jackson Grant Investment Advisers
Connecticut
$9K – – –
Jones Financial Companies
597
Jones Financial Companies
Missouri
$9K – – –
AWM
598
Avior Wealth Management
Nebraska
$8K -$44.4K -361 -85%
CWC
599
Carolinas Wealth Consulting
North Carolina
$8K – – –
CI
600
CX Institutional
Indiana
$8K +$8K +57 New
22 23
24
25 26