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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 %
ACM
51
Armbruster Capital Management
New York
$31.2M +$662K +3,932 +2%
SFO
52
Stokes Family Office
Louisiana
$30.3M -$775K -4,603 -2%
IWS
53
Insight Wealth Strategies
California
$29.3M +$654K +3,886 +2%
KCM
54
Kathmere Capital Management
Pennsylvania
$28.7M +$8.55M +50,821 +42%
TWM
55
TMD Wealth Management
Arizona
$28.4M -$3.7M -21,974 -12%
IA
56
IndexIQ Advisors
New York
$27M +$26.2M +155,930 +3,315%
FA
57
Forefront Analytics
Pennsylvania
$26.5M +$636K +3,779 +2%
BWA
58
Burt Wealth Advisors
Maryland
$26.4M -$2.07M -12,319 -7%
IDA
59
Intelligence Driven Advisers
California
$26.2M +$267K +1,618 +1%
PI
60
PFS Investments
Georgia
$26.1M -$40.4M -240,073 -61%
PSUF
61
People's United Financial
Connecticut
$26M -$23.3M -138,378 -47%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$25.6M +$19.1M +113,420 +294%
WDL
63
Well Done LLC
Michigan
$25.4M +$421K +2,503 +2%
RCM
64
Requisite Capital Management
Texas
$25.3M -$2.3M -13,670 -8%
LPT
65
Legacy Private Trust
Wisconsin
$25.2M -$6.66M -39,563 -21%
QC
66
Quent Capital
New York
$24.6M +$13.4M +79,541 +119%
Franklin Resources
67
Franklin Resources
California
$24.5M +$13.7M +81,552 +128%
AC
68
Apella Capital
Connecticut
$24.2M +$5.3M +31,481 +28%
LF
69
Lee Financial
Texas
$23.9M +$1.3M +7,699 +6%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$23.3M -$4.42M -26,287 -16%
OC
71
Oppenheimer & Co
New York
$21.5M -$1.38M -8,198 -6%
HighTower Advisors
72
HighTower Advisors
Illinois
$20.7M -$3.5M -20,789 -14%
CAN
73
Cetera Advisor Networks
California
$20.3M -$2.07M -12,274 -9%
CG
74
CFO4Life Group
Texas
$19.8M +$426K +2,531 +2%
CCA
75
Cobblestone Capital Advisors
New York
$19.1M +$261K +1,549 +1%
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3
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