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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 %
SWA
326
Strata Wealth Advisors
Texas
$499K +$499K +3,572 New
AllianceBernstein
327
AllianceBernstein
Tennessee
$489K – – –
DWM
328
Dakota Wealth Management
Florida
$480K -$143K -1,027 -23%
WP
329
WealthShield Partners
North Carolina
$479K +$30.5K +218 +7%
UWPG
330
Ullmann Wealth Partners Group
Florida
$476K -$1.76M -12,577 -79%
WLIM
331
White Lighthouse Investment Management
Massachusetts
$474K -$62.9K -450 -12%
EP
332
Eudaimonia Partners
Tennessee
$473K -$9.36K -67 -2%
BBNB
333
Baker Boyer National Bank
Washington
$472K +$12.2K +87 +3%
PAS
334
Park Avenue Securities
New York
$467K +$467K +3,361 New
TWA
335
Talisman Wealth Advisors
New Jersey
$467K -$6.01K -43 -1%
TFA
336
Teamwork Financial Advisors
Texas
$460K -$41.4K -296 -8%
NS
337
NBC Securities
Alabama
$458K +$458K +3,279 New
HGERS
338
Householder Group Estate & Retirement Specialist
Arizona
$458K +$458K +3,276 New
N
339
Natixis
France
$453K +$40.7K +290 +10%
SL
340
Stevard LLC
Illinois
$434K – – –
DWM
341
Dopkins Wealth Management
New York
$429K +$6.57K +47 +2%
WC
342
Waterloo Capital
Texas
$423K +$24K +172 +6%
GRP
343
Global Retirement Partners
California
$416K -$1.25K -9 -0.3%
SSA
344
Schonfeld Strategic Advisors
New York
$415K -$86.1K -616 -17%
RCM
345
Requisite Capital Management
Texas
$415K – – –
EA
346
Ergawealth Advisors
Illinois
$415K +$29.3K +210 +8%
BF
347
Brogan Financial
Tennessee
$414K +$36.4K +260 +10%
OPWM
348
Oxinas Partners Wealth Management
Indiana
$411K – – –
AAG
349
Armstrong Advisory Group
Massachusetts
$405K +$49.7K +356 +14%
IAG
350
Investment Advisory Group
Massachusetts
$399K – – –
12 13
14
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