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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 %
CFN
626
Cordasco Financial Network
Florida
$22K – – –
CIAS
627
CFS Investment Advisory Services
New Jersey
$21K +$20.9K +3,447,999 +16,372%
HA
628
Herold Advisors
New York
$19.4K +$19.4K +115 New
OIA
629
Optimum Investment Advisors
Illinois
$19K +$19K +110 New
S
630
SignatureFD
Georgia
$18K +$1.56K +9 +9%
AWM
631
AllSquare Wealth Management
New York
$17K – – –
EWA
632
EverSource Wealth Advisors
Alabama
$17K +$16.3K +96 +2,400%
FEG
633
Financial Enhancement Group
Indiana
$16K +$4.47K +26 +39%
CIR
634
Clear Investment Research
Georgia
$15K – – –
MHR
635
Matthew Hamilton Rosenberg
$14K – – –
SIC
636
Salem Investment Counselors
North Carolina
$13K -$2.08K -12 -14%
CC
637
Corsicana & Co
Texas
$13K – – –
SIS
638
Sound Income Strategies
Florida
$13K +$8.83K +53 +212%
EWM
639
EPG Wealth Management
Georgia
$12K – – –
CCA
640
Column Capital Advisors
Indiana
$12K – – –
Jones Financial Companies
641
Jones Financial Companies
Missouri
$12K +$12K +69 New
Qube Research & Technologies (QRT)
642
Qube Research & Technologies (QRT)
United Kingdom
$11K – – –
JGIA
643
Jackson Grant Investment Advisers
Connecticut
$11K – – –
FAG
644
Fortitude Advisory Group
Washington
$10K – – –
LFG
645
Larson Financial Group
Missouri
$10K – – –
TCWA
646
Ten Capital Wealth Advisors
Washington
$9K – – –
CWC
647
Carolinas Wealth Consulting
North Carolina
$9K – – –
WBC
648
West Branch Capital
Massachusetts
$8K – – –
JHCP
649
Jackson Hole Capital Partners
Oklahoma
$8K – – –
SSC
650
Syverson Strege & Co
Iowa
$8K +$1.33K +8 +20%
24 25
26
27 28