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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 %
C1AG
276
Client 1st Advisory Group
Florida
$1.2M +$369K +2,653 +44%
Prudential Financial
277
Prudential Financial
New Jersey
$1.2M -$3.39M -24,385 -74%
CIC
278
Carnegie Investment Counsel
Ohio
$1.2M -$5.47M -39,363 -82%
SC
279
Sepio Capital
Utah
$1.18M -$15.3K -110 -1%
MW
280
Marcum Wealth
Ohio
$1.16M +$42.7K +307 +4%
PWA
281
Physician Wealth Advisors
Utah
$1.15M -$2.61M -18,283 -69%
Thrivent Financial for Lutherans
282
Thrivent Financial for Lutherans
Minnesota
$1.14M -$4.66M -33,689 -80%
SOS
283
Silver Oak Securities
Tennessee
$1.14M +$347K +2,493 +44%
VC
284
Vicus Capital
Pennsylvania
$1.14M -$53.3K -383 -4%
BRWA
285
B. Riley Wealth Advisors
Florida
$1.13M -$2.89M -20,810 -72%
BCA
286
Bay Colony Advisors
Massachusetts
$1.12M -$6.07K -44 -0.5%
SSWM
287
Sheets Smith Wealth Management
North Carolina
$1.09M -$115K -827 -10%
BAM
288
Belpointe Asset Management
Nevada
$1.05M -$1.48M -10,677 -58%
KA
289
Kovack Advisors
Florida
$1.05M -$25.2K -181 -2%
SBIA
290
Sheaff Brock Investment Advisors
Indiana
$1.05M +$57.8K +416 +6%
FRA
291
FFG Retirement Advisors
Colorado
$1.03M -$18.4K -132 -2%
SW
292
SVB Wealth
Massachusetts
$1.02M +$9.73K +70 +1%
MWM
293
MorganRosel Wealth Management
Colorado
$1.01M +$287K +2,061 +39%
MCA
294
Magnolia Capital Advisors
Mississippi
$1,000K -$7.51K -54 -0.7%
JWBC
295
John W. Brooker & Co
California
$999K -$58.8K -407 -6%
CW
296
CreativeOne Wealth
Kansas
$980K -$8.84M -63,588 -90%
DI
297
Diligent Investors
California
$975K +$13.2K +95 +1%
MCM
298
Monument Capital Management
Virginia
$969K -$411K -2,954 -30%
PS
299
Planned Solutions
California
$963K -$242K -1,737 -20%
GSC
300
G&S Capital
Colorado
$957K +$1.95K +14 +0.2%
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