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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
+$546M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$217M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$198M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$55.9M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$25.3M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$471M
2
SEIA
Signature Estate & Investment Advisors
California
-$110M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$102M
4
AWM
AE Wealth Management
Kansas
-$95.1M
5
FBFS
First Business Financial Services
Wisconsin
-$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCC
151
Lincoln Capital Corp
Rhode Island
$4.95M +$657K +4,816 +15%
EWA
152
Exencial Wealth Advisors
Oklahoma
$4.9M +$757K +5,554 +18%
FBFS
153
First Business Financial Services
Wisconsin
$4.72M -$52.1M -381,860 -92%
WWM
154
Western Wealth Management
Colorado
$4.72M -$674K -4,929 -12%
AWMS
155
Advocacy Wealth Management Services
Georgia
$4.71M +$4.71M +34,566 New
ARC
156
Advisor Resource Council
Texas
$4.7M +$4.7M +34,501 New
AHC
157
Anderson Hoagland & Co
Missouri
$4.64M +$327K +2,376 +8%
HTC
158
Haverford Trust Company
Pennsylvania
$4.63M +$919K +6,739 +25%
JPMPWA
159
J.P. Morgan Private Wealth Advisors
California
$4.55M -$632K -4,632 -12%
JE
160
JMAC Enterprises
Pennsylvania
$4.55M +$37.2K +273 +0.8%
AIP
161
Almanack Investment Partners
Pennsylvania
$4.48M +$115K +845 +3%
IWP
162
IAG Wealth Partners
Wisconsin
$4.44M -$1.03M -7,554 -19%
CP
163
Capital Planning
Washington
$4.41M -$1.6M -11,720 -27%
F
164
F3Logic
Minnesota
$4.26M -$7.7M -56,434 -64%
BWM
165
Brickley Wealth Management
California
$4.23M -$112K -821 -3%
AC
166
Avant Capital
Louisiana
$4.16M -$181K -1,328 -4%
Balyasny Asset Management
167
Balyasny Asset Management
Illinois
$4.15M +$4.15M +30,457 New
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$4.1M -$16.6M -121,985 -80%
SCP
169
Syntal Capital Partners
Texas
$4.07M -$279K -2,048 -6%
NL
170
Navalign LLC
California
$4.03M -$40K -293 -1%
SKK
171
Shepherd Kaplan Krochuk
Massachusetts
$3.96M +$174K +1,277 +5%
SPWM
172
Straight Path Wealth Management
Michigan
$3.94M -$213K -1,562 -5%
Allspring Global Investments
173
Allspring Global Investments
North Carolina
$3.93M – – –
JGC
174
J. Goldman & Co
New York
$3.88M +$1.08M +7,909 +39%
FWM
175
Fortress Wealth Management
California
$3.86M -$2.61M -19,125 -40%
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