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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 %
FLA
176
Financial Life Advisors
Texas
$5.58M -$925K -5,498 -14%
JE
177
JMAC Enterprises
Pennsylvania
$5.56M +$83.5K +496 +2%
IB
178
Intrust Bank
Kansas
$5.51M -$2.95M -17,516 -35%
AIP
179
Almanack Investment Partners
Pennsylvania
$5.39M +$239K +1,423 +5%
SCP
180
Syntal Capital Partners
Texas
$5.37M +$397K +2,359 +8%
BWM
181
Brickley Wealth Management
California
$5.36M -$13.3K -79 -0.2%
AC
182
Avant Capital
Louisiana
$5.36M -$224K -1,330 -4%
LCC
183
Lincoln Capital Corp
Rhode Island
$5.3M +$803K +4,769 +18%
AHC
184
Anderson Hoagland & Co
Missouri
$5.27M -$416K -2,475 -7%
VA
185
Valmark Advisers
Ohio
$5.23M -$5.89M -35,029 -53%
COF
186
Capital One Financial
Virginia
$5.23M -$42.7M -253,559 -89%
PFA
187
Plotkin Financial Advisors
Maryland
$5.22M -$237K -1,409 -4%
SPWM
188
Straight Path Wealth Management
Michigan
$5.12M +$1.48M +8,812 +41%
EWA
189
Exencial Wealth Advisors
Oklahoma
$5.11M +$174K +1,033 +4%
CIAS
190
Capital Investment Advisory Services
North Carolina
$4.9M -$965K -5,736 -16%
CA
191
Cetera Advisors
Colorado
$4.89M -$962K -5,718 -16%
Allspring Global Investments
192
Allspring Global Investments
North Carolina
$4.85M – – –
SKK
193
Shepherd Kaplan Krochuk
Massachusetts
$4.67M -$572K -3,398 -11%
HSBC Holdings
194
HSBC Holdings
United Kingdom
$4.66M -$3.14M -18,435 -40%
HTC
195
Haverford Trust Company
Pennsylvania
$4.57M +$1.48M +8,770 +48%
NR
196
Newfound Research
Massachusetts
$4.48M -$1.89M -11,209 -30%
UB
197
UMB Bank
Missouri
$4.47M -$150K -891 -3%
NL
198
Navalign LLC
California
$4.43M -$7.15M -48,096 -62%
CAM
199
Cozad Asset Management
Illinois
$4.41M -$635K -3,775 -13%
DADC
200
D.A. Davidson & Co
Montana
$4.38M +$103K +614 +2%
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8
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