MTUM icon

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 %
SWG
101
Summit Wealth Group
Vermont
$8.73M +$338K +2,482 +4%
SPC
102
Sigma Planning Corp
Michigan
$8.73M -$934K -6,847 -10%
SPA
103
Shore Point Advisors
New Jersey
$8.61M -$5.52M -40,485 -39%
DA
104
Detalus Advisors
Missouri
$8.59M -$689K -5,056 -7%
NMG
105
New Millennium Group
Utah
$8.58M -$2.93M -21,495 -25%
SPIA
106
Steward Partners Investment Advisory
New York
$8.53M -$731K -5,361 -8%
IA
107
IFG Advisory
Georgia
$8.4M +$126K +925 +2%
BPA
108
Beacon Pointe Advisors
California
$8.38M -$2.48M -18,177 -23%
CCP
109
Cassia Capital Partners
North Carolina
$8.31M -$117K -860 -1%
KPWS
110
Kestra Private Wealth Services
Texas
$8.22M -$4.42M -32,436 -35%
PPFA
111
Provida Pension Fund Administrator
Chile
$8.09M +$55.4K +405 +0.7%
1832 Asset Management
112
1832 Asset Management
Ontario, Canada
$7.96M +$565K +4,140 +8%
CCFM
113
Clear Creek Financial Management
Washington
$7.96M -$847K -6,213 -10%
Creative Planning
114
Creative Planning
Kansas
$7.76M +$375K +2,748 +5%
ACA
115
Atlas Capital Advisors
Wyoming
$7.67M -$2.66M -19,527 -26%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$7.67M +$977K +7,162 +15%
Millennium Management
117
Millennium Management
New York
$7.5M +$5.99M +43,913 +396%
RWA
118
Rainsberger Wealth Advisors
Colorado
$7.25M +$71.2K +522 +1%
BFG
119
Baron Financial Group
New Jersey
$7.18M +$10.9K +80 +0.2%
TWA
120
Tillar-Wenstrup Advisors
Ohio
$7.1M +$302K +2,214 +4%
MFS
121
Madrona Financial Services
Washington
$6.99M -$935K -6,858 -12%
GWAG
122
Garrett Wealth Advisory Group
Texas
$6.93M -$3.82M -28,036 -36%
US Bancorp
123
US Bancorp
Minnesota
$6.85M -$1.08M -7,928 -14%
EC
124
EdgeRock Capital
Colorado
$6.84M +$6.84M +50,122 New
RFM
125
Royal Fund Management
Florida
$6.82M +$115K +846 +2%
3 4
5
6 7