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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 %
NRW
201
Nova R Wealth
Kansas
$2.77M +$64.6K +474 +2%
RJT
202
Raymond James Trust
Florida
$2.75M +$16.6K +122 +0.6%
KSWA
203
Kathleen S. Wright Associates
Pennsylvania
$2.66M +$424K +3,107 +19%
RSWM
204
Robertson Stephens Wealth Management
California
$2.6M +$266K +1,953 +11%
CIAS
205
CFS Investment Advisory Services
New Jersey
$2.59M -$471M -3,450,104 -99%
CFO
206
CVA Family Office
Colorado
$2.56M -$231K -1,693 -8%
SCA
207
Spearhead Capital Advisors
Florida
$2.53M +$275K +2,018 +12%
BCI
208
Brinker Capital Investments
Pennsylvania
$2.5M -$128K -937 -5%
PA
209
PFG Advisors
Arizona
$2.46M -$270K -1,979 -10%
WCG
210
Weaver Consulting Group
California
$2.43M +$29.6K +217 +1%
MCM
211
Monument Capital Management
Virginia
$2.42M -$596K -4,370 -20%
SGI
212
Summit Global Investments
Utah
$2.4M -$2.6M -19,061 -52%
Citadel Advisors
213
Citadel Advisors
Florida
$2.4M -$5.36M -39,320 -69%
HSBC Holdings
214
HSBC Holdings
United Kingdom
$2.37M -$1.36M -9,959 -36%
PA
215
Parallel Advisors
California
$2.3M -$296K -2,172 -11%
Brown Advisory
216
Brown Advisory
Maryland
$2.28M -$34.1K -250 -1%
FF
217
FourThought Financial
Florida
$2.21M -$3.82K -28 -0.2%
FA
218
Fermata Advisors
California
$2.2M -$164K -1,200 -7%
KFGK
219
Keystone Financial Group (Kentucky)
Kentucky
$2.15M -$85.9K -630 -4%
Squarepoint
220
Squarepoint
New York
$2.14M -$3.83M -28,055 -64%
SCM
221
SevenOneSeven Capital Management
Pennsylvania
$2.13M +$72.1K +529 +3%
FFN
222
Focus Financial Network
Minnesota
$2.12M -$331K -2,424 -13%
OCM
223
Orion Capital Management
California
$2.11M -$405K -2,972 -16%
SIA
224
Strategic Investment Advisors
Michigan
$2.08M -$7.5K -55 -0.4%
VWA
225
V Wealth Advisors
Kansas
$2.07M -$11.5K -84 -0.6%
7 8
9
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