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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 %
PCIG
701
Partners Capital Investment Group
Massachusetts
– -$669K -3,681 Closed
WAP
702
Wealthcare Advisory Partners
Pennsylvania
– -$610K -3,352 Closed
BAM
703
Bruderman Asset Management
New York
– -$590K -3,259 Closed
Chevy Chase Trust
704
Chevy Chase Trust
Maryland
– -$565K -3,106 Closed
OMC
705
Old Mission Capital
Illinois
– -$564K -3,100 Closed
MTWM
706
Masso Torrence Wealth Management
New Jersey
– -$532K -2,925 Closed
GVAG
707
Great Valley Advisor Group
Delaware
– -$447K -2,456 Closed
TI
708
Trexquant Investment
Connecticut
– -$445K -2,449 Closed
JF
709
Jump Financial
Illinois
– -$405K -2,228 Closed
BFA
710
Beaumont Financial Advisors
Massachusetts
– -$401K -2,204 Closed
MHB
711
Midwest Heritage Bank
Iowa
– -$394K -2,166 Closed
TSA
712
Tri-Star Advisors
Texas
– -$372K -2,100 Closed
TCWM
713
Total Clarity Wealth Management
Illinois
– -$367K -2,019 Closed
BHB
714
Bank Hapoalim BM
Israel
– -$350K -1,923 Closed
WAL
715
W Advisors LLC
Tennessee
– -$349K -1,922 Closed
FANJ
716
Financial Architects (New Jersey)
New Jersey
– -$344K -1,893 Closed
G
717
Gainplan
Michigan
– -$337K -1,852 Closed
KFSC
718
Keystone Financial Services (Colorado)
Colorado
– -$334K -1,837 Closed
GCP
719
GSA Capital Partners
United Kingdom
– -$311K -1,712 Closed
WOSD
720
WFA of San Diego
California
– -$306K -1,685 Closed
BAAM
721
Baker Avenue Asset Management
California
– -$284K -1,560 Closed
FTS
722
Fifth Third Securities
Ohio
– -$281K -1,546 Closed
Simplex Trading
723
Simplex Trading
Illinois
– -$277K -1,528 Closed
WSC
724
Wellington Shields & Co
New York
– -$276K -1,519 Closed
MOS
725
MGO One Seven
Ohio
– -$260K -1,431 Closed
27 28
29
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