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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 %
MGIA
676
Moneta Group Investment Advisors
Missouri
– -$248K -1,474 Closed
SP
677
Successful Portfolios
Florida
– -$244K -1,453 Closed
PFG
678
Peterson Financial Group
Iowa
– -$239K -1,418 Closed
TVAMP
679
Tennessee Valley Asset Management Partners
Tennessee
– -$234K -1,389 Closed
MAC
680
Mason & Associates (California)
California
– -$233K -1,385 Closed
RFC
681
Regions Financial Corp
Alabama
– -$233K -1,382 Closed
TLFA
682
True Link Financial Advisors
California
– -$228K -1,356 Closed
TP
683
Tranquility Partners
Tennessee
– -$227K -1,348 Closed
IAN
684
Integrated Advisors Network
Texas
– -$227K -1,347 Closed
APS
685
American Planning Services
Florida
– -$223K -1,325 Closed
QCM
686
Quantinno Capital Management
New York
– -$219K -1,302 Closed
Comerica Bank
687
Comerica Bank
Texas
– -$210K -1,295 Closed
SXL
688
Summit X LLC
Missouri
– -$219K -1,288 Closed
RHP
689
Royal Harbor Partners
Texas
– -$216K -1,282 Closed
3LCM
690
3D/L Capital Management
Connecticut
– -$216K -1,281 Closed
SMC
691
Smith, Moore & Co
Missouri
– -$211K -1,257 Closed
ABC
692
Associated Banc-Corp
Wisconsin
– -$211K -1,255 Closed
FAG
693
Financial Advisory Group
Texas
– -$208K -1,234 Closed
AFP
694
Ausdal Financial Partners
Iowa
– -$208K -1,234 Closed
CS
695
Comerica Securities
Michigan
– -$207K -1,232 Closed
BW
696
Bison Wealth
Georgia
– -$207K -1,231 Closed
MBT
697
Montecito Bank & Trust
California
– -$201K -1,197 Closed
WSCM
698
Wellington Shields Capital Management
New York
– -$194K -1,155 Closed
PCG
699
Private Capital Group
Connecticut
– -$46K -275 Closed
SC
700
Siena Capital
Ohio
– -$34K -203 Closed
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