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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

700 hedge funds and large institutions have $8.01B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 182 increasing their positions, 347 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-62
Holders Change %
-8.14%
% of All Funds
11.2%
Holding in Top 10
60
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-23.08%
% of All Funds
0.96%
New
72
Increased
182
Reduced
347
Closed
116
Calls
$3.08M
Puts
$3.28M
Net Calls
-$203K
Net Calls Change
-$31.7M

Top Buyers

1
EWA
EP Wealth Advisors
California
+$170M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$58M
3
SF
Synovus Financial
Georgia
+$47.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$23.6M
5
RJA
Raymond James & Associates
Florida
+$17.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$437M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$259M
3
BlackRock
BlackRock
New York
-$110M
4
LPL Financial
LPL Financial
California
-$87M
5
Morgan Stanley
Morgan Stanley
New York
-$79.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
251
Cypress Wealth Services
California
$1.54M -$1.14M -8,201 -43%
BIA
252
Biondo Investment Advisors
Pennsylvania
$1.53M +$28.5K +205 +2%
NAM
253
NTV Asset Management
West Virginia
$1.52M -$605K -4,350 -28%
BB
254
Busey Bank
Illinois
$1.51M -$86.5K -622 -5%
Brown Advisory
255
Brown Advisory
Maryland
$1.5M -$817K -5,875 -35%
VFA
256
Valeo Financial Advisors
Indiana
$1.48M -$91.5K -658 -6%
FFN
257
Focus Financial Network
Minnesota
$1.47M -$713K -5,126 -33%
FDCDDQ
258
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.44M +$969K +6,966 +206%
CIAS
259
Capital Investment Advisory Services
North Carolina
$1.41M -$68.1K -490 -5%
CWM
260
CCG Wealth Management
California
$1.4M – – –
SMG
261
Smart Money Group
Texas
$1.4M -$381K -2,676 -21%
GWM
262
Geneos Wealth Management
Colorado
$1.4M +$444K +3,194 +47%
CBFP
263
Cedar Brook Financial Partners
Ohio
$1.38M -$14.5K -104 -1%
MA
264
Mutual Advisors
Nebraska
$1.37M -$137K -985 -9%
TSS
265
Two Sigma Securities
New York
$1.37M +$1.37M +9,824 New
AA
266
ACT Advisors
North Carolina
$1.36M -$1.08M -7,796 -44%
UCFA
267
United Capital Financial Advisors
Texas
$1.35M -$306K -2,200 -18%
CAM
268
Cresset Asset Management
Illinois
$1.34M +$6.12K +44 +0.5%
PCIA
269
Prime Capital Investment Advisors
Kansas
$1.34M -$3.88M -27,937 -74%
NEPWA
270
New England Private Wealth Advisors
Massachusetts
$1.33M +$5.98K +43 +0.5%
TA
271
TFB Advisors
Kansas
$1.3M +$100K +720 +8%
FFA
272
Fragasso Financial Advisors
Pennsylvania
$1.29M -$33.8M -243,452 -96%
MCIA
273
Mountain Capital Investment Advisors
Colorado
$1.28M +$130K +897 +11%
TFS
274
Thoroughbred Financial Services
Tennessee
$1.26M +$7.37K +53 +0.6%
WPIC
275
White Pine Investment Company
Michigan
$1.24M -$128K -920 -9%
9 10
11
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