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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 %
US Bancorp
126
US Bancorp
Minnesota
$9.79M -$1.52M -9,061 -13%
MWM
127
McNaughton Wealth Management
California
$9.71M +$319K +1,896 +3%
MFS
128
Madrona Financial Services
Washington
$9.6M -$7.03M -42,555 -42%
Citadel Advisors
129
Citadel Advisors
Florida
$9.57M +$8.92M +52,997 +1,362%
DILIC
130
Dai-ichi Life Insurance Company
Japan
$9.51M -$3.19M -18,947 -25%
1832 Asset Management
131
1832 Asset Management
Ontario, Canada
$9.13M +$856K +5,090 +10%
Creative Planning
132
Creative Planning
Kansas
$9.11M -$202K -1,201 -2%
KAS
133
Kestra Advisory Services
Texas
$9M -$3.8M -22,608 -30%
RWA
134
Rainsberger Wealth Advisors
Colorado
$8.86M +$68K +404 +0.8%
BFG
135
Baron Financial Group
New Jersey
$8.85M +$106K +630 +1%
CPIG
136
Chicago Partners Investment Group
Illinois
$8.84M -$789K -5,747 -8%
AGAM
137
Audent Global Asset Management
California
$8.6M -$6.43M -38,235 -43%
GSWM
138
Golden State Wealth Management
California
$8.44M -$156K -925 -2%
TWA
139
Tillar-Wenstrup Advisors
Ohio
$8.38M -$107K -636 -1%
RFM
140
Royal Fund Management
Florida
$8.28M +$493K +2,930 +6%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$8.26M +$1.79M +10,632 +28%
FFG
142
Frisch Financial Group
New York
$8.19M +$53.5K +318 +0.7%
CIC
143
Carnegie Investment Counsel
Ohio
$8.17M -$77.1K -458 -0.9%
KL
144
KilterHowling LLC
Colorado
$8.17M +$178K +1,057 +2%
FWM
145
Fortress Wealth Management
California
$7.98M -$2.23M -13,227 -22%
VHAM
146
Van Hulzen Asset Management
California
$7.98M +$302K +1,797 +4%
JPMorgan Chase & Co
147
JPMorgan Chase & Co
New York
$7.91M -$15.5M -92,004 -66%
APA
148
American Portfolios Advisors
New York
$7.77M -$242K -1,436 -3%
TC
149
Tacita Capital
Ontario, Canada
$7.66M -$63.1K -375 -0.8%
CP
150
Capital Planning
Washington
$7.42M +$41.4K +246 +0.6%
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6
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