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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 %
WCG
401
Wall Capital Group
Arizona
$420K -$7.57M -53,035 -95%
NL
402
NWAM LLC
Washington
$420K -$811K -5,833 -66%
DWP
403
Destiny Wealth Partners
Florida
$417K +$57.7K +415 +16%
FA
404
FDx Advisors
Illinois
$414K – – –
PIA
405
Perennial Investment Advisors
California
$414K +$192K +1,379 +86%
SP
406
Successful Portfolios
Florida
$413K +$23.1K +166 +6%
RCM
407
Requisite Capital Management
Texas
$413K – – –
CAM
408
CPA Asset Management
Florida
$412K -$3.12M -22,475 -88%
OPWM
409
Oxinas Partners Wealth Management
Indiana
$409K +$1.39K +10 +0.3%
TC
410
TownSquare Capital
Utah
$408K +$91.1K +655 +29%
N
411
Natixis
France
$404K +$10.1K +73 +3%
DI
412
DFPG Investments
Utah
$403K +$403K +2,898 New
IAG
413
Investment Advisory Group
Massachusetts
$397K +$278 +2 +0.1%
WC
414
Waterloo Capital
Texas
$397K +$397K +2,858 New
ACG
415
Allen Capital Group
Nebraska
$396K +$396K +2,846 New
EA
416
Ergawealth Advisors
Illinois
$395K -$188K -1,350 -32%
CT
417
Colonial Trust
South Carolina
$395K -$3.89K -28 -1%
CW
418
Connectus Wealth
Ohio
$393K -$172K -1,240 -30%
SG
419
StoneX Group
New York
$388K -$832K -5,980 -68%
IWM
420
IHT Wealth Management
Illinois
$383K -$262K -1,885 -41%
PA
421
Pinnacle Associates
New York
$381K -$50.2K -361 -12%
CFG
422
Cooper Financial Group
California
$378K -$349K -2,511 -48%
AWA
423
Amplius Wealth Advisors
Pennsylvania
$374K – – –
PWMAG
424
Pinnacle Wealth Management Advisory Group
New Jersey
$373K -$50.2K -361 -12%
PFS
425
Prospera Financial Services
Texas
$370K -$368K -2,648 -50%
15 16
17
18 19