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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 %
CWA
601
Clearview Wealth Advisors
Oregon
$40K -$6.33K -38 -14%
GWSG
602
GPS Wealth Strategies Group
Colorado
$40K +$40K +235 New
CA
603
Clearstead Advisors
Ohio
$37K – – –
Bessemer Group
604
Bessemer Group
New Jersey
$36K -$27.7K -164 -44%
SC
605
Siena Capital
Ohio
$34K +$34K +203 New
CG
606
Cutler Group
California
$33K -$429K -2,600 -93%
T
607
TCWP
Ohio
$31K -$172K -1,055 -85%
BCWM
608
Bartlett & Co Wealth Management
Ohio
$30.1K +$30.1K +179 New
SMG
609
Spectrum Management Group
Indiana
$30K – – –
BC
610
Bartlett & Co
Ohio
$30K +$30K +179 New
FPS
611
Fieldpoint Private Securities
Connecticut
$28K – – –
HCP
612
Hexagon Capital Partners
Arkansas
$28K – – –
SAM
613
Strategic Asset Management
Minnesota
$27K +$5.81K +34 +27%
Optiver Holding
614
Optiver Holding
Netherlands
$26K -$24.8K -147 -49%
CHA
615
Carmichael Hill & Associates
Maryland
$26K – – –
FFA
616
Freedman Financial Associates
Massachusetts
$26K – – –
CPA
617
Cardiff Park Advisors
California
$26K – – –
JFGIW
618
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K -$15.9K -95 -39%
HI
619
Hudock Inc
Pennsylvania
$25K – – –
DI
620
Disciplined Investments
Oklahoma
$25K – – –
GIA
621
Goodwin Investment Advisory
Georgia
$24K -$381K -2,111 -94%
FHA
622
First Horizon Advisors
Tennessee
$24K -$57.5K -338 -71%
CCM
623
Cribstone Capital Management
Maine
$24K – – –
BHWM
624
Beaird Harris Wealth Management
Texas
$23K +$23K +138 New
CCM
625
Covington Capital Management
California
$22K – – –
23 24
25
26 27