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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 %
SAM
201
Stringer Asset Management
Tennessee
$4.24M -$85.8K -510 -2%
LS
202
Leelyn Smith
Illinois
$4.24M +$363K +2,160 +9%
CCA
203
Cadent Capital Advisors
Oklahoma
$4.22M -$231K -1,373 -5%
LAS
204
Lloyd Advisory Services
Georgia
$4.04M +$3.86M +22,952 +2,149%
SEP
205
Southland Equity Partners
Missouri
$3.88M +$384K +2,283 +11%
WP
206
WealthSource Partners
California
$3.79M -$116K -692 -3%
PAMG
207
Patton Albertson Miller Group
Tennessee
$3.78M -$1.05M -6,233 -22%
SMG
208
Smart Money Group
Texas
$3.77M -$6.01M -35,741 -62%
MCM
209
Monument Capital Management
Virginia
$3.72M -$669K -3,976 -15%
GPA
210
Guerra Pan Advisors
New Jersey
$3.67M -$21.2K -143 -0.6%
NAM
211
NTV Asset Management
West Virginia
$3.66M -$278K -1,650 -7%
REMPR
212
Roof Eidam Maycock Peralta (REMP)
California
$3.59M -$2.83M -16,829 -44%
RWG
213
Regal Wealth Group
California
$3.51M -$18.7K -116 -0.5%
JGC
214
J. Goldman & Co
New York
$3.45M – – –
CFO
215
CVA Family Office
Colorado
$3.44M -$66.5K -395 -2%
GIA
216
Gladstone Institutional Advisory
Florida
$3.43M +$459K +2,729 +15%
RJT
217
Raymond James Trust
Florida
$3.37M +$96.4K +573 +3%
PA
218
PFG Advisors
Arizona
$3.37M -$454K -2,700 -12%
NRW
219
Nova R Wealth
Kansas
$3.34M +$406K +2,415 +14%
NEPWA
220
New England Private Wealth Advisors
Massachusetts
$3.3M -$168K -998 -5%
PA
221
Parallel Advisors
California
$3.25M -$514K -3,008 -14%
BCI
222
Brinker Capital Investments
Pennsylvania
$3.24M -$13.1K -78 -0.4%
OCM
223
Orion Capital Management
California
$3.1M -$108K -641 -3%
FFN
224
Focus Financial Network
Minnesota
$3.02M -$821K -4,880 -21%
HH
225
Hilltop Holdings
Texas
$2.99M +$11.6K +69 +0.4%
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