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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
$607M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$655M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$714M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$377M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$261M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$2.59M
2
SEIA
Signature Estate & Investment Advisors
California
$1.17M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$5.38M
4
AWM
AE Wealth Management
Kansas
$31.3M
5
FBFS
First Business Financial Services
Wisconsin
$4.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
M1FG
626
Mach-1 Financial Group
Arkansas
$2K +$2K +15 New
MWM
627
Mascoma Wealth Management
New Hampshire
$2K +$2K +15 New
PFBT
628
Parkside Financial Bank & Trust
Missouri
$2K +$2K +18 New
KFS
629
Kelly Financial Services
Massachusetts
$1.65K -$4.68K -34 -74%
TAM
630
Tucker Asset Management
Colorado
$1.5K +$273 +2 +22%
RIM
631
Rockbridge Investment Management
New York
$819 – – –
GIA
632
Goodwin Investment Advisory
Georgia
$682 -$17.5K -128 -96%
WIM
633
Westside Investment Management
California
$41 – – –
Allianz Asset Management
634
Allianz Asset Management
Germany
– -$43.2M -257,000 Closed
CCMG
635
Clark Capital Management Group
Pennsylvania
– -$17.1M -101,374 Closed
TWP
636
Tower Wealth Partners
Pennsylvania
– -$11.1M -66,241 Closed
CCA
637
Cadent Capital Advisors
Oklahoma
– -$4.22M -25,081 Closed
LAS
638
Lloyd Advisory Services
Georgia
– -$4.04M -24,020 Closed
LB
639
Leo Brokerage
Texas
– -$2.89M -17,167 Closed
ECG
640
Edge Capital Group
Georgia
– -$2.36M -14,009 Closed
SWM
641
Scissortail Wealth Management
Oklahoma
– -$1.81M -12,277 Closed
ACM
642
Absolute Capital Management
Pennsylvania
– -$1.5M -8,918 Closed
PAA
643
Peregrine Asset Advisers
Oregon
– -$1.43M -8,501 Closed
RCS
644
Retirement Capital Strategies
California
– -$1.05M -6,547 Closed
GM
645
GeoWealth Management
Illinois
– -$912K -5,415 Closed
FFS
646
Founders Financial Securities
Maryland
– -$828K -4,921 Closed
NWMG
647
National Wealth Management Group
Ohio
– -$806K -4,789 Closed
EP
648
Eudaimonia Partners
Tennessee
– -$689K -4,092 Closed
FH
649
FWG Holdings
Florida
– -$668K -3,969 Closed
PAS
650
Park Avenue Securities
New York
– -$640K -3,802 Closed
24 25
26
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