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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 %
TSWM
301
Tyler-Stone Wealth Management
Ohio
$602K -$16.1K -115 -3%
HGWM
302
Horst & Graben Wealth Management
Oregon
$590K -$206K -1,477 -26%
WIA
303
World Investment Advisors
California
$583K -$30.4K -217 -5%
FA
304
Flagstar Advisors
New York
$581K -$40.9K -292 -7%
SPI
305
Santori & Peters Inc
Pennsylvania
$572K -$775K -5,545 -58%
KWA
306
Kingswood Wealth Advisors
California
$572K -$2.32M -16,519 -80%
PWM
307
Palumbo Wealth Management
New York
$566K -$26.7K -191 -5%
AFC
308
Adaptive Financial Consulting
Ohio
$560K -$279 -2 -0%
SCA
309
Snowden Capital Advisors
New York
$559K -$153K -1,092 -21%
CFS
310
CRA Financial Services
New Jersey
$559K -$18.2K -130 -3%
CA
311
CGN Advisors
Kansas
$551K -$22.6K -162 -4%
FPAS
312
Focus Partners Advisor Solutions
Missouri
$547K +$134K +959 +32%
9WM
313
9258 Wealth Management
Ohio
$543K – – –
GA
314
GSG Advisors
New Jersey
$541K +$541K +3,874 New
BWP
315
Bernardo Wealth Planning
Pennsylvania
$538K -$2.79K -20 -0.5%
MFWP
316
Mosaic Family Wealth Partners
Missouri
$536K – – –
FWA
317
FSM Wealth Advisors
Ohio
$534K +$126K +900 +31%
MWM
318
Modera Wealth Management
New Jersey
$533K – – –
FHA
319
Flagship Harbor Advisors
Massachusetts
$531K +$16.6K +119 +3%
MWM
320
MBE Wealth Management
Wisconsin
$518K – – –
BCM
321
Brookstone Capital Management
Illinois
$510K +$36.7K +263 +8%
IFWM
322
Institute for Wealth Management
Colorado
$507K – – –
Citigroup
323
Citigroup
New York
$506K -$136K -976 -21%
Financial Engines Advisors
324
Financial Engines Advisors
California
$504K -$31.2K -223 -6%
ES
325
Eagle Strategies
New York
$503K -$35.9K -257 -7%
11 12
13
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