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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 %
GC
251
GFG Capital
Florida
$985K -$48.8M -349,663 -98%
IDA
252
Intelligence Driven Advisers
California
$984K -$1.91M -13,771 -66%
NAM
253
NTV Asset Management
West Virginia
$978K -$41.9K -300 -4%
AG
254
Ascent Group
Virginia
$966K -$79.3K -549 -8%
MCA
255
Magnolia Capital Advisors
Mississippi
$958K +$958K +7,003 New
BSW
256
Buckingham Strategic Wealth
Missouri
$946K -$64.4K -461 -6%
MW
257
Marcum Wealth
Ohio
$945K -$165K -1,182 -15%
OPWM
258
Oakwell Private Wealth Management
Texas
$937K -$22.9K -164 -2%
CFAM
259
Center For Asset Management
Florida
$929K -$13.8K -99 -1%
PS
260
Planned Solutions
California
$926K – – –
BB
261
Busey Bank
Illinois
$900K -$353K -2,527 -28%
SBIA
262
Sheaff Brock Investment Advisors
Indiana
$894K -$108K -771 -11%
AWM
263
Apollon Wealth Management
South Carolina
$893K -$109K -777 -11%
VFA
264
Valeo Financial Advisors
Indiana
$869K -$196K -1,402 -18%
AAP
265
Arax Advisory Partners
Colorado
$861K -$28.1K -201 -3%
UB
266
UMB Bank
Missouri
$857K -$179K -1,279 -17%
GL
267
Graypoint LLC
New York
$852K +$852K +6,096 New
FFA
268
Fragasso Financial Advisors
Pennsylvania
$845K -$9.22K -66 -1%
FTUS
269
Flow Traders U.S.
New York
$824K +$824K +5,901 New
SWM
270
Scissortail Wealth Management
Oklahoma
$819K +$69.2K +501 +9%
JWBC
271
John W. Brooker & Co
California
$818K -$149K -1,068 -15%
MSA
272
Marino Stram & Associates
Massachusetts
$811K +$140 +1 +0%
GT
273
Greenleaf Trust
Michigan
$811K – – –
HWM
274
HB Wealth Management
Georgia
$807K -$8.52K -61 -1%
SB
275
Strategic Blueprint
Georgia
$785K -$63.6K -455 -7%
9 10
11
12 13