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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 %
OPWM
301
Oakwell Private Wealth Management
Texas
$955K – – –
SS
302
Simplicity Solutions
Minnesota
$950K +$543K +3,906 +133%
KCM
303
KM Capital Management
Texas
$947K +$947K +6,808 New
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$941K -$358K -2,575 -28%
PWMG
305
Provence Wealth Management Group
California
$937K -$91.9K -661 -9%
Two Sigma Investments
306
Two Sigma Investments
New York
$932K -$5.35M -38,500 -85%
HWM
307
HB Wealth Management
Georgia
$927K +$93.4K +672 +11%
CFAM
308
Center For Asset Management
Florida
$926K +$12K +86 +1%
AFO
309
Arrowroot Family Office
California
$917K +$917K +6,599 New
AAP
310
Arax Advisory Partners
Colorado
$913K +$10.2K +73 +1%
AWM
311
Apollon Wealth Management
South Carolina
$909K +$417K +3,000 +85%
WP
312
WealthShield Partners
North Carolina
$899K -$1.17M -8,415 -57%
SWM
313
Silverlake Wealth Management
Vermont
$898K +$135K +974 +18%
SFS
314
Sowell Financial Services
Arkansas
$890K -$609K -4,375 -41%
IA
315
IFP Advisors
Florida
$882K -$5.57M -49,822 -86%
VFG
316
V2 Financial group
Illinois
$848K – – –
LIA
317
LS Investment Advisors
Michigan
$847K -$4.07M -29,295 -83%
Citigroup
318
Citigroup
New York
$843K -$2.12M -15,215 -72%
FHC
319
First Heartland Consultants
Missouri
$828K -$142K -1,023 -15%
GT
320
Greenleaf Trust
Michigan
$825K +$17.7K +127 +2%
CFD
321
Creative Financial Designs
Indiana
$818K +$15.3K +110 +2%
PAMG
322
Patton Albertson Miller Group
Tennessee
$806K -$231K -1,665 -22%
PCA
323
Peddock Capital Advisors
Massachusetts
$805K +$98.4K +708 +14%
MSA
324
Marino Stram & Associates
Massachusetts
$804K -$116K -836 -13%
SWM
325
SeaCrest Wealth Management
New York
$795K +$127K +915 +19%
11 12
13
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