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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

637 hedge funds and large institutions have $7.71B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 139 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
+21
Holders Change %
+3.41%
% of All Funds
9.34%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
92
Increased
139
Reduced
307
Closed
59
Calls
$5.96M
Puts
$2.18M
Net Calls
+$3.78M
Net Calls Change
+$5.53M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$209M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$36M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$31.1M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$28.1M
5
SC
Savant Capital
Illinois
+$15.8M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$323M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$30.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$29.8M
4
BlackRock
BlackRock
New York
-$26.4M
5
Bank of America
Bank of America
North Carolina
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
Mutual Advisors
Nebraska
$1.2M -$50.2K -320 -4%
AA
227
ACT Advisors
North Carolina
$1.18M -$9.1K -58 -0.8%
AG
228
Ascent Group
Virginia
$1.17M -$14.2K -80 -1%
Cetera Investment Advisers
229
Cetera Investment Advisers
Illinois
$1.17M -$134K -854 -10%
SMG
230
Smart Money Group
Texas
$1.16M -$121K -773 -9%
SAM
231
Smartleaf Asset Management
Massachusetts
$1.16M +$1.16M +7,376 New
William Blair & Company
232
William Blair & Company
Illinois
$1.15M +$4.71K +30 +0.4%
Thrivent Financial for Lutherans
233
Thrivent Financial for Lutherans
Minnesota
$1.15M -$110K -701 -9%
HW
234
Hancock Whitney
Mississippi
$1.14M +$1.14M +7,240 New
GC
235
GFG Capital
Florida
$1.11M +$628 +4 +0.1%
QC
236
Quent Capital
New York
$1.1M +$1.04M +6,647 +1,978%
NA
237
NewEdge Advisors
Louisiana
$1.09M -$309K -1,905 -22%
MWM
238
McNaughton Wealth Management
California
$1.05M -$147K -937 -12%
TFS
239
Thoroughbred Financial Services
Tennessee
$1.05M -$90.3K -576 -8%
MW
240
Marcum Wealth
Ohio
$1.05M -$12.4K -79 -1%
CFAM
241
Center For Asset Management
Florida
$1.05M +$5.96K +38 +0.6%
SWM
242
Scissortail Wealth Management
Oklahoma
$1.04M +$41.9K +248 +4%
CAS
243
Coppell Advisory Solutions
Texas
$1.03M -$116K -742 -10%
PA
244
PFG Advisors
Arizona
$1.01M -$315K -2,008 -24%
NAM
245
NTV Asset Management
West Virginia
$996K -$102K -650 -9%
MW
246
Maia Wealth
Colorado
$990K +$990K +6,310 New
OPWM
247
Oakwell Private Wealth Management
Texas
$987K -$65.6K -418 -6%
AAP
248
Arax Advisory Partners
Colorado
$981K +$13.7K +87 +1%
BBNB
249
Baker Boyer National Bank
Washington
$969K +$439K +2,795 +83%
EIA
250
Eldridge Investment Advisors
New Hampshire
$965K -$3.29M -20,974 -77%
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