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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 %
WBC
601
West Branch Capital
Massachusetts
$7K – – –
SSC
602
Syverson Strege & Co
Iowa
$7K – – –
TCWA
603
Ten Capital Wealth Advisors
Washington
$7K – – –
PWMG
604
Prestige Wealth Management Group
New Jersey
$7K +$7K +54 New
JHCP
605
Jackson Hole Capital Partners
Oklahoma
$6K – – –
UWM
606
Urban Wealth Management
California
$6K +$6K +45 New
BNP Paribas Financial Markets
607
BNP Paribas Financial Markets
France
$5.59K +$818 +6 +17%
JWA
608
JFS Wealth Advisors
Pennsylvania
$5K – – –
FRA
609
Front Row Advisors
California
$5K – – –
LWP
610
Lumature Wealth Partners
Georgia
$5K – – –
OLVIG
611
Oliver Lagore Vanvalin Investment Group
Michigan
$4K – – –
PO
612
Private Ocean
California
$4K – – –
HWA
613
HHM Wealth Advisors
Tennessee
$4K +$4K +27 New
CTC
614
Central Trust Company
Missouri
$4K +$4K +30 New
AIM
615
Anchor Investment Management
South Carolina
$3.55K +$3.55K +26 New
AIC
616
Archer Investment Corporation
Indiana
$3.41K – – –
WA
617
Win Advisors
Florida
$3K -$4.14M -34,468 -100%
BBPWM
618
Blue Bell Private Wealth Management
Pennsylvania
$3K – – –
TH
619
TCTC Holdings
Texas
$3K +$1.5K +10 +100%
TC
620
Truvestments Capital
Florida
$3K +$3K +19 New
TCWM
621
Total Clarity Wealth Management
Illinois
$3K +$3K +20 New
FGAM
622
Financial Gravity Asset Management
Texas
$2.69K -$632 -128 -19%
TFGT
623
TS Financial Group (TSFG)
Illinois
$2K – – –
IRC
624
Investors Research Corp
Georgia
$2K – – –
LPWM
625
Lake Point Wealth Management
Texas
$2K – – –
23 24
25
26 27