iShares MSCI USA Momentum Factor ETF
MTUM
677 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, 323 reducing their positions, and 98 closing their positions.
87% more call options, than puts
Call options by funds: $6.79M | Put options by funds: $3.64M
7.55% more ownership
Funds ownership: 73.12% → 80.67% (+7.5%)
9% less funds holding
Funds holding: 743 → 677 (-66)
13% less capital invested
Capital invested by funds: $10.8B → $9.42B (-$1.35B)
18% less funds holding in top 10
Funds holding in top 10: 99 → 81 (-18)
34% less repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 323
53% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 98
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$567M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$120M |
| 3 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$74.2M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$61.2M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$45.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$94.6M |
| 2 |
BlackRock
New York
|
-$73.4M |
| 3 |
Morgan Stanley
New York
|
-$68.5M |
| 4 |
Citigroup
New York
|
-$58.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$49.2M |
MTUM Hedge Fund Activity: Q1 2022 in Review
677 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q1 2022, worth a combined $9.42B — down 13% from $10.8B a quarter earlier.
Sellers outnumbered buyers: 98 funds closed out of MTUM and 46 opened new positions — a net loss of 52 holders — while 323 trimmed existing stakes and 214 added.
The largest buyer was CFS Investment Advisory Services, adding an estimated $567M. The largest seller was Horizon Investments, exiting entirely with an estimated $94.6M sold.
- 677 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q1 2022, down from 743 in Q4 2021.
- Funds reported $9.42B of iShares MSCI USA Momentum Factor ETF stock for Q1 2022, down 13% quarter-over-quarter.
- 46 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q1 2022 and 98 closed out, a net change of -52 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $567M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q1 2022 was Horizon Investments, an estimated $94.6M sold.
Based on aggregated 13F filings for Q1 2022.