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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 %
HI
676
Horizon Investments
North Carolina
– -$94.6M -520,204 Closed
CP
677
Castleview Partners
Texas
– -$1.43K -259,580 Closed
FSA
678
Financial Sense Advisors
California
– -$14.5M -79,744 Closed
NFG
679
Nations Financial Group
Iowa
– -$6.04M -33,232 Closed
RA
680
RiverTree Advisors
Florida
– -$5.87M -32,284 Closed
Marshall Wace
681
Marshall Wace
United Kingdom
– -$5.71M -31,401 Closed
CGFA
682
Colton Groome Financial Advisors
North Carolina
– -$5.3M -29,158 Closed
CFC
683
Client First Capital
California
– -$5.28M -29,056 Closed
SFS
684
Sowell Financial Services
Arkansas
– -$3.68M -20,226 Closed
WA
685
WESPAC Advisors
California
– -$3.59M -19,728 Closed
GCA
686
Genesee Capital Advisors
New York
– -$3.46M -19,050 Closed
TPA
687
Trivium Point Advisory
Connecticut
– -$2.89M -15,870 Closed
FEM
688
Fulcrum Equity Management
Texas
– -$2.76M -15,157 Closed
Bank of Nova Scotia
689
Bank of Nova Scotia
Ontario, Canada
– -$2.71M -14,900 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
690
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$2.51M -13,796 Closed
TFA
691
Tranquilli Financial Advisor
New Jersey
– -$2.25M -12,385 Closed
NA
692
NewEdge Advisors
Louisiana
– -$2.04M -11,220 Closed
MSWMA
693
Market Street Wealth Management Advisors
Indiana
– -$2.02M -11,121 Closed
APWA
694
Atlas Private Wealth Advisors
New Jersey
– -$1.17M -6,418 Closed
CA
695
Calton & Associates
Florida
– -$1.1M -6,040 Closed
FHC
696
First Heartland Consultants
Missouri
– -$1.07K -5,896 Closed
GSC
697
G&S Capital
Colorado
– -$918K -5,051 Closed
UOC
698
UBS O'Connor
Illinois
– -$885K -4,866 Closed
PFA
699
Pettinga Financial Advisors
Indiana
– -$878K -4,830 Closed
ECML
700
Eagle Capital Management (Louisiana)
Louisiana
– -$827K -4,548 Closed
26 27
28
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