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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 %
KFS
651
Kelly Financial Services
Massachusetts
$7.77K +$5.74K +34 +283%
LWP
652
Lumature Wealth Partners
Georgia
$6K -$3.95K -25 -40%
JWA
653
JFS Wealth Advisors
Pennsylvania
$6K -$3.47K -22 -37%
FRA
654
Front Row Advisors
California
$6K – – –
PO
655
Private Ocean
California
$6K – – –
BNP Paribas Financial Markets
656
BNP Paribas Financial Markets
France
$5.89K -$907K -5,393 -99%
OLVIG
657
Oliver Lagore Vanvalin Investment Group
Michigan
$5K +$5K +28 New
AIC
658
Archer Investment Corporation
Indiana
$4.02K +$4.02K +25 New
FGAM
659
Financial Gravity Asset Management
Texas
$3.32K -$276 -56 -8%
BBPWM
660
Blue Bell Private Wealth Management
Pennsylvania
$3K – – –
M
661
MOTCO
Texas
$3K – – –
IRC
662
Investors Research Corp
Georgia
$3K – – –
CIBC Private Wealth Group
663
CIBC Private Wealth Group
Georgia
$3K +$3K +18 New
SC
664
SouthState Corp
Florida
$2K -$58.6K -381 -97%
FMP
665
Financial Management Professionals
Texas
$2K – – –
LPWM
666
Lake Point Wealth Management
Texas
$2K – – –
TFGT
667
TS Financial Group (TSFG)
Illinois
$2K – – –
TH
668
TCTC Holdings
Texas
$2K +$2K +10 New
TAM
669
Tucker Asset Management
Colorado
$1.51K – – –
RIM
670
Rockbridge Investment Management
New York
$1.01K – – –
FA
671
Fortis Advisors
Pennsylvania
$1K -$44.2M -132,613 -100%
IFAM
672
Institutional & Family Asset Management
Colorado
$1K – – –
CT
673
Cambridge Trust
Massachusetts
$1K +$1K +5 New
NDSI
674
Newman Dignan & Sheerar Inc
Rhode Island
$308 – – –
WIM
675
Westside Investment Management
California
$51 – – –
25 26
27
28 29