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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$637M +$21M +124,857 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$541M +$46.5M +276,299 +9%
RJA
3
Raymond James & Associates
Florida
$430M +$14.5M +86,103 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$396M +$14M +83,122 +4%
Morgan Stanley
5
Morgan Stanley
New York
$384M -$70M -416,230 -15%
Bank of America
6
Bank of America
North Carolina
$375M -$30.5M -181,356 -8%
SOMRS
7
State of Michigan Retirement System
Michigan
$294M +$16.4M +97,300 +6%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$292M +$12.8M +74,931 +5%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$235M +$16.6M +98,925 +8%
BlackRock
10
BlackRock
New York
$205M -$75M -445,786 -27%
AssetMark Inc
11
AssetMark Inc
California
$191M +$19.3M +114,876 +11%
UBS Group
12
UBS Group
Switzerland
$172M -$2.57M -15,249 -1%
CPO
13
Cerity Partners OCIO
New York
$168M +$10.1M +59,830 +6%
Wells Fargo
14
Wells Fargo
California
$161M -$50.3M -298,855 -24%
AWM
15
AE Wealth Management
Kansas
$156M +$123M +729,814 +371%
Ameriprise
16
Ameriprise
Minnesota
$147M -$37.1M -220,028 -20%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$144M -$8.85M -52,615 -6%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$143M +$67.3M +372,073 +89%
LPL Financial
19
LPL Financial
California
$141M -$47.3M -280,885 -25%
SEIA
20
Signature Estate & Investment Advisors
California
$137M +$12.1M +71,799 +10%
SC
21
Savant Capital
Illinois
$124M +$10.4M +61,993 +9%
KeyBank National Association
22
KeyBank National Association
Ohio
$109M -$9.79M -58,194 -8%
OFG
23
Oxford Financial Group
Indiana
$105M -$3.9M -23,201 -4%
BDF
24
Balasa Dinverno & Foltz
$100M +$517K +3,075 +0.5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$79.2M -$22.3M -132,669 -22%
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