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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 %
BPA
101
Beacon Pointe Advisors
California
$13.4M +$9.94M +59,094 +288%
SFS
102
Strategic Financial Services
New York
$13.3M +$675K +4,013 +5%
EH
103
Equitable Holdings
New York
$13.3M +$722K +4,291 +6%
GWAG
104
Garrett Wealth Advisory Group
Texas
$13.3M -$2.64M -15,717 -17%
5L
105
55I LLC
Massachusetts
$13.2M -$1.24M -7,373 -9%
MWA
106
Meridian Wealth Advisors
Texas
$13.1M +$1.12M +6,665 +9%
FIA
107
Foundations Investment Advisors
Arizona
$13M +$322K +2,023 +3%
ACA
108
Atlas Capital Advisors
Wyoming
$12.8M -$132K -785 -1%
TWM
109
Trinity Wealth Management
Pennsylvania
$12.6M +$648K +3,853 +5%
AWS
110
Atria Wealth Solutions
New York
$12.5M +$12.5M +74,370 New
AWA
111
ARQ Wealth Advisors
Arizona
$12.2M +$2.28M +13,540 +23%
Lido Advisors
112
Lido Advisors
California
$12M -$128K -761 -1%
SPC
113
Sigma Planning Corp
Michigan
$11.9M -$25.4M -150,925 -68%
SWMG
114
Sanchez Wealth Management Group
Florida
$11.7M +$206K +1,227 +2%
DA
115
Detalus Advisors
Missouri
$11.5M -$204K -1,213 -2%
SPIA
116
Steward Partners Investment Advisory
New York
$11.4M -$6.81M -40,471 -37%
HF
117
HRT Financial
New York
$11.4M +$11.4M +67,736 New
PWM
118
Palumbo Wealth Management
New York
$11.3M -$289K -1,715 -2%
TWP
119
Tower Wealth Partners
Pennsylvania
$11.1M +$304K +1,807 +3%
CCFM
120
Clear Creek Financial Management
Washington
$10.9M -$1.63M -9,716 -13%
AI
121
Atria Investments
North Carolina
$10.7M +$194K +1,154 +2%
CCP
122
Cassia Capital Partners
North Carolina
$10.4M -$5.67M -33,714 -35%
SWG
123
Summit Wealth Group
Vermont
$10.4M +$1.11M +6,594 +12%
IA
124
IFG Advisory
Georgia
$10.2M +$916K +5,445 +10%
PPFA
125
Provida Pension Fund Administrator
Chile
$10M -$21.3M -124,766 -68%
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5
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