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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 %
EH
76
Equitable Holdings
New York
$12.9M +$2.1M +15,369 +19%
Stifel Financial
77
Stifel Financial
Missouri
$12.7M -$389K -2,852 -3%
DCM
78
Donaldson Capital Management
Indiana
$12.7M -$1.03M -7,555 -8%
HPA
79
High Probability Advisors
New York
$12.2M +$1.34M +9,844 +12%
PAG
80
Private Advisor Group
New Jersey
$12.1M -$907K -6,648 -7%
FIA
81
Foundations Investment Advisors
Arizona
$11.8M +$621K +4,559 +6%
SFS
82
Strategic Financial Services
New York
$11.4M +$543K +3,982 +5%
Bank Julius Baer & Co
83
Bank Julius Baer & Co
Switzerland
$11.3M -$27.3K -200 -0.2%
MML Investors Services
84
MML Investors Services
Massachusetts
$11.3M -$1.14M -8,326 -9%
SWP
85
Stratos Wealth Partners
Ohio
$11.2M -$316K -2,319 -3%
TWM
86
Trinity Wealth Management
Pennsylvania
$11.1M +$849K +6,224 +8%
5L
87
55I LLC
Massachusetts
$11M +$378K +2,775 +4%
AWA
88
ARQ Wealth Advisors
Arizona
$10.7M +$824K +6,044 +8%
LSA
89
Lansing Street Advisors
Pennsylvania
$10.4M -$913K -6,695 -8%
KAS
90
Kestra Advisory Services
Texas
$10.4M +$3.09M +22,641 +42%
CF
91
Centaurus Financial
California
$10.3M -$688K -5,047 -6%
SC
92
Scotia Capital
Ontario, Canada
$10.2M +$5.02M +36,841 +97%
SPI
93
Santori & Peters Inc
Pennsylvania
$9.94M -$1M -7,351 -9%
AWS
94
Atria Wealth Solutions
New York
$9.72M -$419K -3,073 -4%
SWMG
95
Sanchez Wealth Management Group
Florida
$9.64M +$132K +967 +1%
BMM
96
Berkshire Money Management
Massachusetts
$9.53M -$5.13M -37,599 -35%
NYLIM
97
New York Life Investment Management
New York
$9.41M +$9.41M +68,996 New
CPIG
98
Chicago Partners Investment Group
Illinois
$9.23M -$9.32K -65 -0.1%
Lido Advisors
99
Lido Advisors
California
$9.03M -$693K -5,085 -7%
FSA
100
Financial Sense Advisors
California
$8.82M +$8.82M +64,663 New
2 3
4
5 6