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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 %
FFG
126
Frisch Financial Group
New York
$6.8M +$169K +1,240 +3%
TC
127
Tacita Capital
Ontario, Canada
$6.76M +$556K +4,080 +9%
KL
128
KilterHowling LLC
Colorado
$6.65M +$37.6K +276 +0.6%
Goldman Sachs
129
Goldman Sachs
New York
$6.62M +$5.19M +38,084 +363%
VHAM
130
Van Hulzen Asset Management
California
$6.61M +$141K +1,036 +2%
FG
131
Foster Group
Iowa
$6.59M +$1.14M +8,354 +21%
CIC
132
Carnegie Investment Counsel
Ohio
$6.44M -$183K -1,344 -3%
APA
133
American Portfolios Advisors
New York
$6.1M -$199K -1,461 -3%
MWM
134
McNaughton Wealth Management
California
$5.96M -$1.91M -13,980 -24%
CPC
135
Consolidated Planning Corp
Georgia
$5.91M +$1.08M +7,890 +22%
DILIC
136
Dai-ichi Life Insurance Company
Japan
$5.89M -$1.82M -13,316 -24%
UWPG
137
Ullmann Wealth Partners Group
Florida
$5.73M +$426K +3,127 +8%
OWM
138
Opes Wealth Management
California
$5.67M +$138K +1,011 +2%
LIA
139
LS Investment Advisors
Michigan
$5.66M +$12.8K +94 +0.2%
FLA
140
Financial Life Advisors
Texas
$5.58M +$1.06M +7,773 +23%
FAIM
141
Financial Advocates Investment Management
Washington
$5.55M -$265K -1,946 -5%
BWIA
142
Bryant Woods Investment Advisors
New York
$5.49M +$4.64K +34 +0.1%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$5.38M -$102M -749,756 -95%
3F
144
360 Financial
Minnesota
$5.31M +$23.8K +173 +0.4%
AGAM
145
Audent Global Asset Management
California
$5.25M -$1.72M -12,589 -25%
MCM
146
MAI Capital Management
Ohio
$5.17M +$200K +1,465 +4%
EIA
147
Eldridge Investment Advisors
New Hampshire
$5.05M +$428K +3,138 +9%
IB
148
Intrust Bank
Kansas
$5.04M +$575K +4,217 +13%
MFG
149
Monumental Financial Group
Maryland
$5.04M -$813K -5,962 -14%
BA
150
Bellwether Advisors
Nebraska
$4.98M -$993K -7,282 -17%
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