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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 %
OCM
376
One Capital Management
California
$347K – – –
HWM
377
Hemington Wealth Management
Virginia
$343K – – –
SWAG
378
Spectrum Wealth Advisory Group
California
$341K – – –
GWM
379
GDS Wealth Management
Texas
$336K -$2.38K -17 -0.7%
LCC
380
Lincoln Capital Corp
Rhode Island
$335K -$75.3K -539 -18%
WA
381
WBH Advisory
Maryland
$332K -$66.9K -479 -17%
GT
382
Glenmede Trust
Pennsylvania
$332K -$331K -2,366 -50%
Northern Trust
383
Northern Trust
Illinois
$331K +$331K +2,370 New
CFG
384
Cooper Financial Group
California
$329K -$29.6K -212 -8%
CWM
385
Certus Wealth Management
California
$326K +$48.9K +350 +18%
RG
386
Retirement Group
California
$321K +$6.99K +50 +2%
EWA
387
EP Wealth Advisors
California
$320K +$109K +779 +52%
MAG
388
Members Advisory Group
New York
$319K -$32.9K -236 -9%
VC
389
Vicus Capital
Pennsylvania
$319K – – –
CW
390
CreativeOne Wealth
Kansas
$317K -$310K -2,219 -49%
HAS
391
HBW Advisory Services
California
$317K -$5.87K -42 -2%
GLA
392
Good Life Advisors
Pennsylvania
$316K – – –
HSA
393
HBK Sorce Advisory
Pennsylvania
$316K +$31.2K +223 +11%
SPWG
394
Syntegra Private Wealth Group
Missouri
$315K -$2.79K -20 -0.9%
UWM
395
USAdvisors Wealth Management
Minnesota
$309K -$70.9K -508 -19%
LBA
396
Lowell Blake & Associates
Massachusetts
$308K – – –
FWM
397
Fingerlakes Wealth Management
New York
$307K -$1.68K -12 -0.5%
SG
398
StoneX Group
New York
$303K -$23.5K -168 -7%
CP
399
Castleview Partners
Texas
$299K +$299K +2,139 New
LF
400
LifeSteps Financial
California
$299K – – –
14 15
16
17 18