MTUM icon

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 %
PFA
176
Plotkin Financial Advisors
Maryland
$3.82M -$405K -2,972 -10%
SWM
177
Spire Wealth Management
Virginia
$3.76M -$1.18M -8,624 -24%
CAM
178
Cozad Asset Management
Illinois
$3.75M +$183K +1,345 +5%
CAG
179
Csenge Advisory Group
Florida
$3.66M -$1.46M -10,689 -28%
PFA
180
Professional Financial Advisors
Nebraska
$3.62M -$1.55M -11,349 -30%
GPA
181
Guerra Pan Advisors
New Jersey
$3.55M -$1.72K -12 -0%
DADC
182
D.A. Davidson & Co
Montana
$3.47M -$76.1K -558 -2%
CA
183
Cetera Advisors
Colorado
$3.41M -$557K -4,081 -14%
UB
184
UMB Bank
Missouri
$3.39M -$234K -1,717 -6%
NEPWA
185
New England Private Wealth Advisors
Massachusetts
$3.3M -$1.18K -7 -0%
JPMorgan Chase & Co
186
JPMorgan Chase & Co
New York
$3.23M -$3.18M -23,338 -50%
SEP
187
Southland Equity Partners
Missouri
$3.22M +$73.4K +538 +2%
HI
188
Harbour Investments
Wisconsin
$3.21M +$3.21M +23,509 New
CIAS
189
Capital Investment Advisory Services
North Carolina
$3.15M -$821K -6,018 -21%
Verition Fund Management
190
Verition Fund Management
Connecticut
$3.14M +$3.14M +23,000 New
NR
191
Newfound Research
Massachusetts
$3.06M -$576K -4,220 -16%
WP
192
WealthSource Partners
California
$2.98M -$87.3K -640 -3%
RF
193
RHS Financial
California
$2.96M +$1.01M +7,442 +52%
RWG
194
Regal Wealth Group
California
$2.96M -$19.8K -145 -0.7%
MCWS
195
McKinley Carter Wealth Services
West Virginia
$2.94M -$26.9M -197,521 -90%
NAM
196
NTV Asset Management
West Virginia
$2.87M -$95.5K -700 -3%
REMPR
197
Roof Eidam Maycock Peralta (REMP)
California
$2.86M -$49.6K -364 -2%
GIA
198
Gladstone Institutional Advisory
Florida
$2.84M +$62.6K +459 +2%
VA
199
Valmark Advisers
Ohio
$2.8M -$1.44M -10,571 -34%
SAM
200
Stringer Asset Management
Tennessee
$2.8M -$638K -4,679 -19%
6 7
8
9 10