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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

637 hedge funds and large institutions have $7.71B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 139 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
+21
Holders Change %
+3.41%
% of All Funds
9.34%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
92
Increased
139
Reduced
307
Closed
59
Calls
$5.96M
Puts
$2.18M
Net Calls
+$3.78M
Net Calls Change
+$5.53M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$209M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$36M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$31.1M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$28.1M
5
SC
Savant Capital
Illinois
+$15.8M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$323M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$30.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$29.8M
4
BlackRock
BlackRock
New York
-$26.4M
5
Bank of America
Bank of America
North Carolina
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
351
Ergawealth Advisors
Illinois
$446K -$19.3K -123 -4%
FLA
352
Financial Life Advisors
Texas
$438K -$368K -2,348 -46%
IWM
353
IHT Wealth Management
Illinois
$428K +$15.2K +97 +4%
PTC
354
Private Trust Company
Ohio
$424K – – –
AWA
355
Amplius Wealth Advisors
Pennsylvania
$422K – – –
LIA
356
LS Investment Advisors
Michigan
$420K – – –
GS
357
GTS Securities
New York
$419K +$419K +2,670 New
DWP
358
Destiny Wealth Partners
Florida
$415K -$16.8K -110 -4%
AFO
359
Arrowroot Family Office
California
$414K -$16.8K -107 -4%
FDCDDQ
360
Federation des caisses Desjardins du Quebec
Quebec, Canada
$413K -$4.86K -31 -1%
Northern Trust
361
Northern Trust
Illinois
$411K +$39.4K +251 +11%
BCM
362
Barometer Capital Management
Ontario, Canada
$408K +$408K +2,600 New
FHC
363
First Heartland Consultants
Missouri
$406K -$314 -2 -0.1%
LWM
364
LongView Wealth Management
Georgia
$404K +$404K +2,575 New
AAG
365
Armstrong Advisory Group
Massachusetts
$399K -$55.9K -356 -12%
EFMC
366
Empire Financial Management Company
New York
$396K – – –
ACI
367
Alpha Cubed Investments
California
$396K +$116K +738 +41%
KF
368
KKM Financial
Illinois
$396K +$396K +2,521 New
TB
369
Treynor Bancshares
Iowa
$395K – – –
FFA
370
First Foundation Advisors
California
$394K -$6.28K -40 -2%
YIH
371
Y-Intercept (HK)
Hong Kong
$390K +$390K +2,487 New
OCM
372
One Capital Management
California
$390K – – –
HSBC Holdings
373
HSBC Holdings
United Kingdom
$386K -$12.5K -80 -3%
HWM
374
Hemington Wealth Management
Virginia
$385K – – –
SWAG
375
Spectrum Wealth Advisory Group
California
$382K -$1.26K -8 -0.3%
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15
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