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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 %
FWM
276
Focused Wealth Management
New York
$771K -$17.6K -126 -2%
DI
277
Diligent Investors
California
$758K -$144K -1,030 -16%
OAP
278
One Advisory Partners
Kansas
$756K -$108K -773 -13%
CWS
279
Cypress Wealth Services
California
$747K -$140K -1,000 -16%
TI
280
Trexquant Investment
Connecticut
$743K +$743K +5,315 New
SWM
281
Silverlake Wealth Management
Vermont
$732K -$5.03K -36 -0.7%
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
$725K -$102K -731 -12%
FLA
283
Financial Life Advisors
Texas
$718K -$136K -977 -16%
EFL
284
ERn Financial LLC
Wisconsin
$709K -$716K -5,125 -50%
CCFM
285
Clear Creek Financial Management
Washington
$695K -$20.7K -148 -3%
FNBTCON
286
First National Bank & Trust Co of Newtown
Pennsylvania
$693K -$14.7K -105 -2%
SFG
287
Sovereign Financial Group
Connecticut
$686K -$102K -727 -13%
CFD
288
Creative Financial Designs
Indiana
$683K -$4.19K -30 -0.6%
ZIM
289
Zacks Investment Management
Illinois
$679K -$4.89K -35 -0.7%
FCFC
290
First Citizens Financial Corp
Iowa
$669K -$4.75K -34 -0.7%
CAM
291
Cidel Asset Management
Ontario, Canada
$661K -$1.4K -10 -0.2%
SWM
292
SeaCrest Wealth Management
New York
$659K -$4.61K -33 -0.7%
FAM
293
Family Asset Management
South Carolina
$659K -$319K -2,282 -33%
VCA
294
Verdence Capital Advisors
Maryland
$648K +$699 +5 +0.1%
LWM
295
Lodestone Wealth Management
Washington
$645K +$199K +1,424 +45%
BWA
296
Burt Wealth Advisors
Maryland
$644K -$346K -2,478 -35%
C1AG
297
Client 1st Advisory Group
Florida
$633K -$295K -2,111 -32%
BWM
298
BCGM Wealth Management
Indiana
$611K -$14K -100 -2%
VFG
299
V2 Financial group
Illinois
$610K -$102K -730 -14%
BFAG
300
Blackston Financial Advisory Group
Florida
$608K -$19.6K -140 -3%
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