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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 %
PTC
376
Private Trust Company
Ohio
$507K -$143K -1,025 -22%
IFWM
377
Institute for Wealth Management
Colorado
$504K -$9.87K -71 -2%
FFA
378
Farther Finance Advisors
California
$503K -$410K -2,946 -45%
RG
379
Retirement Group
California
$492K -$77.9K -561 -14%
AllianceBernstein
380
AllianceBernstein
Tennessee
$487K – – –
SVWAG
381
Sound View Wealth Advisors Group
Georgia
$483K +$483K +3,477 New
PAG
382
Private Advisory Group
Washington
$483K -$84.5K -608 -15%
EP
383
Eudaimonia Partners
Tennessee
$482K -$139 -1 -0%
RW
384
Regimen Wealth
Georgia
$481K +$8K +58 +2%
MMA
385
Miracle Mile Advisors
California
$475K -$87.2K -627 -16%
GF
386
Gries Financial
Ohio
$469K -$4.45M -32,016 -90%
TWA
387
Talisman Wealth Advisors
New Jersey
$469K +$2.64K +19 +0.6%
BBNB
388
Baker Boyer National Bank
Washington
$469K +$18.1K +130 +4%
Cerity Partners
389
Cerity Partners
New York
$462K +$33.9K +244 +8%
FHA
390
Flagship Harbor Advisors
Massachusetts
$462K +$3.34K +24 +0.7%
MFG
391
Magnus Financial Group
New York
$461K +$461K +3,312 New
LWM
392
Liberty Wealth Management
California
$455K +$455K +3,271 New
HFA
393
High Falls Advisors
New York
$453K -$4.18M -30,066 -90%
William Blair & Company
394
William Blair & Company
Illinois
$445K +$64.5K +464 +17%
GRP
395
Global Retirement Partners
California
$443K -$449K -3,221 -50%
FPAS
396
Focus Partners Advisor Solutions
Missouri
$434K +$157K +1,127 +57%
SL
397
Stevard LLC
Illinois
$432K – – –
WT
398
Washington Trust
Rhode Island
$422K – – –
DWM
399
Dopkins Wealth Management
New York
$421K +$421K +3,027 New
EFMC
400
Empire Financial Management Company
New York
$420K +$420K +3,023 New
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16
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