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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 %
OCM
351
Orion Capital Management
California
$635K -$144K -1,033 -18%
9WM
352
9258 Wealth Management
Ohio
$610K – – –
BWM
353
BCGM Wealth Management
Indiana
$601K -$215K -1,543 -26%
BFA
354
Beacon Financial Advisory
Ohio
$600K -$129K -931 -18%
Financial Engines Advisors
355
Financial Engines Advisors
California
$597K -$29.6K -213 -5%
CFS
356
CRA Financial Services
New Jersey
$594K – – –
AWM
357
Alterna Wealth Management
Texas
$594K +$594K +4,269 New
CA
358
CGN Advisors
Kansas
$593K +$17K +122 +3%
HSBC Holdings
359
HSBC Holdings
United Kingdom
$591K -$2.19M -15,791 -79%
BWP
360
Bernardo Wealth Planning
Pennsylvania
$588K +$139 +1 +0%
ELI
361
Empire Life Investments
Ontario, Canada
$584K -$2.13M -15,300 -78%
PWM
362
Palumbo Wealth Management
New York
$565K -$29.8K -214 -5%
WEG
363
World Equity Group
Illinois
$558K +$174K +2,549 +45%
DWM
364
Dakota Wealth Management
Florida
$554K -$43.8K -315 -7%
MFWP
365
Mosaic Family Wealth Partners
Missouri
$551K +$127K +910 +30%
WMR
366
Wealth Management Resources
Rhode Island
$550K +$51.4K +370 +10%
PAM
367
Peak Asset Management
Colorado
$532K -$1.13M -8,107 -68%
WCM
368
WealthBridge Capital Management
Ohio
$532K -$218K -1,571 -29%
MWM
369
Modera Wealth Management
New Jersey
$531K – – –
OWA
370
One Wealth Advisors
California
$523K -$2.89M -20,777 -85%
WF
371
Williams Financial
Vermont
$521K -$6.51M -46,821 -93%
BCM
372
Brookstone Capital Management
Illinois
$519K -$1.71M -11,910 -77%
MWM
373
MBE Wealth Management
Wisconsin
$515K -$24.3K -175 -5%
BSW
374
Buckingham Strategic Wealth
Missouri
$509K – – –
UWM
375
USAdvisors Wealth Management
Minnesota
$508K -$16.4K -118 -3%
13 14
15
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