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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 %
TSS
651
Two Sigma Securities
New York
– -$530K -3,147 Closed
SF
652
Symphony Financial
Texas
– -$446K -2,967 Closed
BCP
653
Blackhawk Capital Partners
Wisconsin
– -$492K -2,923 Closed
BC
654
Bowman & Company
Wisconsin
– -$487K -2,892 Closed
AR
655
Apeiron RIA
Texas
– -$457K -2,770 Closed
AWA
656
Acorn Wealth Advisors
Michigan
– -$404K -2,399 Closed
LWM
657
Liberty Wealth Management
California
– -$375K -2,230 Closed
AWA
658
Arkadios Wealth Advisors
Georgia
– -$356K -2,114 Closed
PJSIMP
659
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$309K -2,100 Closed
HA
660
HYA Advisors
Missouri
– -$349K -2,073 Closed
PCM
661
Poehling Capital Management
Wisconsin
– -$346K -2,054 Closed
BFG
662
Barber Financial Group
Kansas
– -$344K -2,043 Closed
RWM
663
Rockwood Wealth Management
Pennsylvania
– -$332K -1,972 Closed
MWM
664
Maripau Wealth Management
Indiana
– -$305K -1,971 Closed
MPW
665
MA Private Wealth
California
– -$324K -1,926 Closed
PG
666
Prostatis Group
Maryland
– -$312K -1,855 Closed
FCH
667
Freestone Capital Holdings
Washington
– -$308K -1,833 Closed
VWM
668
Vigilare Wealth Management
Arizona
– -$288K -1,714 Closed
FIM
669
Freedom Investment Management
Connecticut
– -$283K -1,680 Closed
AWA
670
Arete Wealth Advisors
Illinois
– -$282K -1,675 Closed
WCA
671
Westover Capital Advisors
Delaware
– -$282K -1,674 Closed
SWP
672
Summit Wealth Partners
Florida
– -$279K -1,660 Closed
SWP
673
Strategic Wealth Partners
Ohio
– -$253K -1,505 Closed
IWP
674
Icon Wealth Partners
Texas
– -$251K -1,489 Closed
DE
675
Day & Ennis
Georgia
– -$249K -1,480 Closed
25 26
27
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