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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 %
Jane Street
151
Jane Street
New York
$7.41M +$1.02M +6,087 +16%
BA
152
Bellwether Advisors
Nebraska
$7.37M -$58.6K -348 -0.8%
Squarepoint
153
Squarepoint
New York
$7.36M +$2.67M +15,896 +57%
MFG
154
Monumental Financial Group
Maryland
$7.22M +$462K +2,743 +7%
CWM
155
Cabot Wealth Management
Massachusetts
$7.19M -$3.01M -17,858 -29%
FAIM
156
Financial Advocates Investment Management
Washington
$7.17M +$2.02M +12,031 +39%
LIA
157
LS Investment Advisors
Michigan
$6.97M -$704K -4,181 -9%
OWM
158
Opes Wealth Management
California
$6.83M +$386K +2,294 +6%
BWIA
159
Bryant Woods Investment Advisors
New York
$6.77M +$163K +966 +2%
IWP
160
IAG Wealth Partners
Wisconsin
$6.75M -$334K -1,985 -5%
FG
161
Foster Group
Iowa
$6.72M +$3.54M +21,067 +112%
WWM
162
Western Wealth Management
Colorado
$6.64M +$2.81M +16,696 +73%
3F
163
360 Financial
Minnesota
$6.55M +$214K +1,253 +3%
UWPG
164
Ullmann Wealth Partners Group
Florida
$6.55M +$400K +2,375 +6%
SC
165
Scotia Capital
Ontario, Canada
$6.41M +$3.09M +18,346 +93%
JPMPWA
166
J.P. Morgan Private Wealth Advisors
California
$6.4M -$557K -3,313 -8%
PFA
167
Professional Financial Advisors
Nebraska
$6.38M +$354K +2,101 +6%
CAG
168
Csenge Advisory Group
Florida
$6.31M +$214K +1,273 +4%
SGI
169
Summit Global Investments
Utah
$6.17M -$20.3M -120,797 -77%
MCM
170
MAI Capital Management
Ohio
$6.13M -$452K -2,688 -7%
SWM
171
Spire Wealth Management
Virginia
$6.09M -$8.25M -49,044 -58%
CPC
172
Consolidated Planning Corp
Georgia
$5.97M +$76.9K +457 +1%
Citigroup
173
Citigroup
New York
$5.81M -$59.7M -354,480 -91%
WA
174
Win Advisors
Florida
$5.8M +$5.56M +33,043 +2,279%
EIA
175
Eldridge Investment Advisors
New Hampshire
$5.7M -$2.72M -16,172 -32%
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