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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 %
BMM
76
Berkshire Money Management
Massachusetts
$18.1M +$6.99M +41,564 +63%
PIN
77
Prudent Investors Network
California
$17.9M -$3.43M -20,376 -16%
SPA
78
Shore Point Advisors
New Jersey
$17.4M +$1.22M +7,253 +8%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$17.1M -$804K -4,775 -4%
CCMG
80
Clark Capital Management Group
Pennsylvania
$17.1M -$2.01M -11,935 -11%
DCM
81
Donaldson Capital Management
Indiana
$16.9M +$340K +2,023 +2%
SWA
82
Sax Wealth Advisors
New Jersey
$16.3M -$478K -2,840 -3%
GT
83
Glenview Trust
Kentucky
$16.2M +$441K +2,620 +3%
Stifel Financial
84
Stifel Financial
Missouri
$16.1M -$2.45M -14,534 -13%
PAG
85
Private Advisor Group
New Jersey
$16.1M +$862K +5,120 +6%
AFC
86
Adaptive Financial Consulting
Ohio
$15.7M +$498K +2,958 +3%
KPWS
87
Kestra Private Wealth Services
Texas
$15.6M +$2.42M +14,385 +18%
SCM
88
Stonehearth Capital Management
Massachusetts
$15.5M +$712K +4,231 +5%
MML Investors Services
89
MML Investors Services
Massachusetts
$15.3M +$15.1K +90 +0.1%
WMS
90
Wealth Management Solutions
Pennsylvania
$15.2M +$15.2M +90,291 New
SFPM
91
Sensible Financial Planning & Management
Massachusetts
$15M +$573K +3,403 +4%
FDCC
92
Foster Dykema Cabot & Co
Massachusetts
$14.9M -$165K -978 -1%
F
93
F3Logic
Minnesota
$14.8M +$977K +5,789 +7%
SWP
94
Stratos Wealth Partners
Ohio
$14.2M +$4.32M +25,663 +44%
NMG
95
New Millennium Group
Utah
$14.2M +$706K +4,194 +5%
Bank Julius Baer & Co
96
Bank Julius Baer & Co
Switzerland
$13.9M -$557K -3,313 -4%
LSA
97
Lansing Street Advisors
Pennsylvania
$13.7M +$13.7M +83,174 New
CF
98
Centaurus Financial
California
$13.5M -$3.08M -18,297 -19%
SPI
99
Santori & Peters Inc
Pennsylvania
$13.5M -$77.4K -460 -0.6%
HPA
100
High Probability Advisors
New York
$13.4M +$1.23M +7,328 +10%
2 3
4
5 6