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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
$607M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$655M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$714M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$377M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$261M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$2.59M
2
SEIA
Signature Estate & Investment Advisors
California
$1.17M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$5.38M
4
AWM
AE Wealth Management
Kansas
$31.3M
5
FBFS
First Business Financial Services
Wisconsin
$4.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$714M +$198M +1,453,453 +38%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$655M +$217M +1,590,781 +50%
BL
3
Balentine LLC
Georgia
$607M +$546M +4,003,753 +888%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$377M +$55.9M +409,963 +17%
RJA
5
Raymond James & Associates
Florida
$352M +$2.77M +20,325 +0.8%
Morgan Stanley
6
Morgan Stanley
New York
$286M -$25.6M -187,843 -8%
Bank of America
7
Bank of America
North Carolina
$262M -$42.2M -309,794 -14%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$261M +$25.3M +183,689 +11%
SOMRS
9
State of Michigan Retirement System
Michigan
$247M +$8.14M +59,684 +3%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$174M -$16.3M -119,410 -9%
AssetMark Inc
11
AssetMark Inc
California
$164M +$9.3M +68,202 +6%
BTI
12
Blue Trust Inc
Georgia
$153M +$153M +911,928 New
BlackRock
13
BlackRock
New York
$138M -$28M -205,069 -17%
CPO
14
Cerity Partners OCIO
New York
$136M -$297K -2,175 -0.2%
UBS Group
15
UBS Group
Switzerland
$129M -$10.6M -78,043 -8%
Wells Fargo
16
Wells Fargo
California
$122M -$8.85M -64,927 -7%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$109M -$7.46M -54,687 -6%
LPL Financial
18
LPL Financial
California
$99M -$15.1M -110,941 -13%
SC
19
Savant Capital
Illinois
$92.7M -$7.57M -55,476 -8%
Ameriprise
20
Ameriprise
Minnesota
$82.7M -$36.3M -266,484 -31%
BDF
21
Balasa Dinverno & Foltz
$81.4M +$255K +1,873 +0.3%
KeyBank National Association
22
KeyBank National Association
Ohio
$79.6M -$8.61M -63,112 -10%
OFG
23
Oxford Financial Group
Indiana
$76.7M -$8.06M -59,118 -10%
EWM
24
Empirical Wealth Management
Washington
$62M +$9.85M +72,217 +19%
1WM
25
1900 Wealth Management
Texas
$59.8M -$4.33M -31,759 -7%
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