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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 %
CC
326
Copperleaf Capital
North Carolina
$792K +$86.6K +623 +12%
RL
327
Retireful LLC
Michigan
$790K +$790K +5,685 New
FWM
328
Focused Wealth Management
New York
$789K -$22.9K -165 -3%
ES
329
Eagle Strategies
New York
$779K -$354K -2,546 -31%
Squarepoint
330
Squarepoint
New York
$778K +$778K +5,594 New
KFS
331
Kelly Financial Services
Massachusetts
$768K -$2.57M -18,479 -77%
PP
332
Prudential plc
United Kingdom
$758K +$41.7K +300 +6%
MWM
333
Maripau Wealth Management
Indiana
$750K -$12.2K -88 -2%
MSWMA
334
Market Street Wealth Management Advisors
Indiana
$742K -$4.68M -33,637 -86%
SWP
335
ShoreHaven Wealth Partners
New Jersey
$735K -$799K -5,744 -52%
KWS
336
Keystone Wealth Services
California
$735K +$58.1K +418 +9%
SCA
337
Snowden Capital Advisors
New York
$735K -$934K -6,714 -56%
FA
338
Faithward Advisors
Pennsylvania
$722K +$722K +5,165 New
ASN
339
Advisory Services Network
Georgia
$713K -$357K -2,570 -33%
ATC
340
Argent Trust Co
Tennessee
$712K -$59.8K -430 -8%
FA
341
Flagstar Advisors
New York
$707K -$103K -743 -13%
FNBTCON
342
First National Bank & Trust Co of Newtown
Pennsylvania
$701K – – –
WLIM
343
White Lighthouse Investment Management
Massachusetts
$691K -$212K -1,526 -23%
WIA
344
World Investment Advisors
California
$685K -$750K -5,392 -52%
CAM
345
Cidel Asset Management
Ontario, Canada
$679K +$401K +2,883 +144%
ZIM
346
Zacks Investment Management
Illinois
$677K -$123K -883 -15%
TFA
347
Teamwork Financial Advisors
Texas
$665K +$110K +788 +20%
GT
348
Glenmede Trust
Pennsylvania
$659K -$23.6K -170 -3%
BFAG
349
Blackston Financial Advisory Group
Florida
$649K -$88.6K -638 -12%
VCA
350
Verdence Capital Advisors
Maryland
$644K -$69.5K -500 -10%
12 13
14
15 16