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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

616 hedge funds and large institutions have $7.17B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 308 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
-27
Holders Change %
-4.2%
% of All Funds
9.82%
Holding in Top 10
43
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.44%
% of All Funds
0.69%
New
53
Increased
139
Reduced
308
Closed
71
Calls
$3.93M
Puts
$5.68M
Net Calls
-$1.75M
Net Calls Change
-$3.51M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$127M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$44.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.7M
4
AAS
Ameritas Advisory Services
Nebraska
+$26M
5
I
INVST
Indiana
+$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$75M
2
OFG
Oxford Financial Group
Indiana
-$59M
3
RJA
Raymond James & Associates
Florida
-$49.9M
4
GC
GFG Capital
Florida
-$48.8M
5
SOMRS
State of Michigan Retirement System
Michigan
-$46.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
226
MorganRosel Wealth Management
Colorado
$1.19M +$135K +967 +13%
Wolverine Trading
227
Wolverine Trading
Illinois
$1.19M +$981K +7,019 +471%
PCA
228
Peddock Capital Advisors
Massachusetts
$1.18M +$351K +2,513 +42%
PA
229
PFG Advisors
Arizona
$1.18M -$527K -3,770 -31%
Cetera Investment Advisers
230
Cetera Investment Advisers
Illinois
$1.16M -$179K -1,283 -13%
BRWA
231
B. Riley Wealth Advisors
Florida
$1.15M +$94.6K +675 +9%
SMG
232
Smart Money Group
Texas
$1.14M -$193K -1,379 -14%
PWA
233
Physician Wealth Advisors
Utah
$1.14M +$141 +1 +0%
EH
234
Equitable Holdings
New York
$1.13M -$20.4M -145,828 -95%
Thrivent Financial for Lutherans
235
Thrivent Financial for Lutherans
Minnesota
$1.13M -$20.5K -146 -2%
MCWS
236
McKinley Carter Wealth Services
West Virginia
$1.11M -$163K -1,164 -13%
MA
237
Mutual Advisors
Nebraska
$1.11M -$15.9K -114 -1%
SFG
238
Steward Financial Group
Texas
$1.08M +$1.08M +7,744 New
UCFA
239
United Capital Financial Advisors
Texas
$1.07M -$126K -902 -11%
PP
240
Prudential plc
United Kingdom
$1.07M -$219K -1,571 -17%
MWM
241
McNaughton Wealth Management
California
$1.07M -$240K -1,719 -18%
CAS
242
Coppell Advisory Solutions
Texas
$1.07M +$1.07M +7,326 New
AA
243
ACT Advisors
North Carolina
$1.06M -$151K -1,078 -12%
TSS
244
Two Sigma Securities
New York
$1.06M +$1.06M +7,557 New
KFGK
245
Keystone Financial Group (Kentucky)
Kentucky
$1.05M -$142K -1,015 -12%
SC
246
Sepio Capital
Utah
$1.04M -$118K -847 -10%
SW
247
SVB Wealth
Massachusetts
$1.02M +$1.82K +13 +0.2%
William Blair & Company
248
William Blair & Company
Illinois
$1.02M +$10.6K +76 +1%
TFS
249
Thoroughbred Financial Services
Tennessee
$1.02M -$84.2K -603 -8%
IWP
250
IAG Wealth Partners
Wisconsin
$1.01M -$895K -6,407 -47%
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