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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 %
BWA
751
BDO Wealth Advisors
Florida
– -$35K -194 Closed
TA
752
Tectonic Advisors
Texas
– -$27K -150 Closed
CFCI
753
Comprehensive Financial Consultants Institutional
Indiana
– -$23K -146 Closed
JFA
754
JNBA Financial Advisors
Minnesota
– -$24K -134 Closed
MBFW
755
Morton Brown Family Wealth
Pennsylvania
– -$24K -130 Closed
DTIM
756
Danda Trouve Investment Management
Kansas
– -$23K -126 Closed
KCM
757
KRS Capital Management
Michigan
– -$18K -100 Closed
SFPG
758
Stonebridge Financial Planning Group
Florida
– -$16K -100 Closed
VRM
759
Vectors Research Management
New York
– -$14K -75 Closed
FA
760
Faithward Advisors
Pennsylvania
– -$11K -57 Closed
CWS
761
Confluence Wealth Services
Pennsylvania
– -$8K -49 Closed
CCM
762
Chilton Capital Management
Texas
– -$7K -40 Closed
FCA
763
FinTrust Capital Advisors
South Carolina
– -$4K -24 Closed
CFFP
764
Center for Financial Planning
Michigan
– -$4K -22 Closed
HIA
765
Harbor Investment Advisory
Maryland
– -$4K -20 Closed
TC
766
Truvestments Capital
Florida
– -$3K -19 Closed
BA
767
Bivin & Associates
Oklahoma
– -$2K -10 Closed
NFSG
768
Newbridge Financial Services Group
Florida
– -$1K -6 Closed
CWM
769
CarsonAllaria Wealth Management
Illinois
– -$1K -6 Closed
EVM
770
Eaton Vance Management
Massachusetts
– -$1K -6 Closed
GLLW
771
Graves Light Lenhart Wealth
Virginia
– -$1K -4 Closed
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