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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 %
QC
51
Quent Capital
New York
$22.8M +$2.85M +20,908 +14%
IDA
52
Intelligence Driven Advisers
California
$21.6M +$26.3K +193 +0.1%
SFO
53
Stokes Family Office
Louisiana
$21.2M -$3.35M -24,546 -14%
WDL
54
Well Done LLC
Michigan
$21.1M +$560K +4,110 +3%
Franklin Resources
55
Franklin Resources
California
$20.4M +$511K +3,749 +3%
LF
56
Lee Financial
Texas
$19.3M -$17.6K -129 -0.1%
FA
57
Forefront Analytics
Pennsylvania
$18.2M -$3.34M -24,485 -16%
PIN
58
Prudent Investors Network
California
$17.8M +$3.3M +24,183 +23%
WMS
59
Wealth Management Solutions
Pennsylvania
$17.8M +$5.47M +40,115 +44%
HF
60
HRT Financial
New York
$17.6M +$8.38M +61,443 +91%
CCA
61
Cobblestone Capital Advisors
New York
$17.6M +$2.1M +15,367 +14%
OC
62
Oppenheimer & Co
New York
$16.8M -$616K -4,519 -4%
BIA
63
Bell Investment Advisors
California
$16.8M +$16.8M +123,030 New
CG
64
CFO4Life Group
Texas
$16.2M +$226K +1,669 +1%
CAN
65
Cetera Advisor Networks
California
$15.3M -$1.19M -8,754 -7%
Truist Financial
66
Truist Financial
North Carolina
$15.2M -$10.6M -77,820 -41%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$15.2M -$3.67M -26,909 -19%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$15.2M +$1.32M +9,709 +10%
GT
69
Glenview Trust
Kentucky
$13.8M +$674K +4,945 +5%
AFC
70
Adaptive Financial Consulting
Ohio
$13.7M +$1M +7,365 +8%
SWA
71
Sax Wealth Advisors
New Jersey
$13.6M +$323K +2,366 +2%
LPT
72
Legacy Private Trust
Wisconsin
$13.2M -$7.23M -53,010 -35%
SCM
73
Stonehearth Capital Management
Massachusetts
$13M +$322K +2,335 +3%
HighTower Advisors
74
HighTower Advisors
Illinois
$12.9M -$3.81M -27,906 -23%
SFPM
75
Sensible Financial Planning & Management
Massachusetts
$12.9M +$724K +5,311 +6%
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