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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 %
SIA
726
Soltis Investment Advisors
Utah
– -$252K -1,385 Closed
T
727
TNF
Montana
– -$237K -1,376 Closed
FCA
728
FLC Capital Advisors
California
– -$250K -1,374 Closed
KWS
729
Keystone Wealth Services
California
– -$239K -1,313 Closed
NL
730
NKCFO LLC
Illinois
– -$236K -1,300 Closed
TA
731
TKG Advisors
Indiana
– -$231K -1,272 Closed
AL
732
Aspiriant LLC
California
– -$230K -1,265 Closed
USCWA
733
U.S. Capital Wealth Advisors
Texas
– -$230K -1,264 Closed
SG
734
Stonnington Group
California
– -$214K -1,209 Closed
CMS
735
Capital Market Strategies
Florida
– -$220K -1,209 Closed
C
736
CEDRUS
Colorado
– -$217K -1,191 Closed
DP
737
Denver PWM
Colorado
– -$213K -1,169 Closed
PWM
738
Perigon Wealth Management
California
– -$205K -1,128 Closed
FPCG
739
Fort Pitt Capital Group
Pennsylvania
– -$203K -1,118 Closed
BJL
740
Brighton Jones LLC
Washington
– -$202K -1,113 Closed
DSCM
741
Del-Sette Capital Management
New York
– -$201K -1,107 Closed
AWM
742
Axxcess Wealth Management
California
– -$201K -1,104 Closed
SFM
743
Signet Financial Management
New Jersey
– -$162K -889 Closed
TC
744
TAP Consulting
Missouri
– -$128K -705 Closed
TCOV
745
Trust Company of Vermont
Vermont
– -$87K -480 Closed
CBT
746
Central Bank & Trust
Kentucky
– -$55K -300 Closed
WB
747
Webster Bank
Connecticut
– -$47K -261 Closed
EWM
748
Elmwood Wealth Management
California
– -$38K -210 Closed
BC
749
Barnett & Company
Tennessee
– -$36K -200 Closed
RI
750
Rinkey Investments
California
– -$35K -200 Closed
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