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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 %
PMG
401
ProVise Management Group
Florida
$297K -$51.6K -369 -15%
MMM
402
Mendel Money Management
Illinois
$296K +$37.6K +269 +15%
WT
403
Washington Trust
Rhode Island
$295K – – –
SVWAG
404
Sound View Wealth Advisors Group
Georgia
$294K -$58.5K -419 -17%
BFA
405
Beaumont Financial Advisors
Massachusetts
$291K – – –
RWG
406
Regal Wealth Group
California
$290K -$49.9K -357 -15%
TIAA Trust, National Association
407
TIAA Trust, National Association
North Carolina
$288K +$288K +2,064 New
LT
408
Legacy Trust
Michigan
$288K – – –
VIM
409
Vista Investment Management
Pennsylvania
$287K -$26.7K -191 -9%
ACG
410
Allen Capital Group
Nebraska
$286K -$88.3K -632 -24%
LFAS
411
Level Four Advisory Services
Texas
$284K -$20.4K -146 -7%
JJBC
412
James J. Burns & Company
New York
$283K – – –
ASN
413
Advisory Services Network
Georgia
$282K +$33.9K +243 +14%
CWM
414
Centric Wealth Management
Illinois
$281K -$279 -2 -0.1%
National Bank of Canada
415
National Bank of Canada
Quebec, Canada
$280K – – –
AB
416
Atlas Brown
Kentucky
$279K – – –
CAL
417
Capital Advisors Ltd
Ohio
$279K – – –
BOPW
418
Brandywine Oak Private Wealth
Pennsylvania
$276K – – –
PWAG
419
Polaris Wealth Advisory Group
California
$273K +$19K +136 +7%
SGWM
420
Sterling Group Wealth Management
California
$268K -$54.8K -392 -17%
BFA
421
Beacon Financial Advisory
Ohio
$266K -$160K -1,146 -38%
AAM
422
Augustine Asset Management
Florida
$263K – – –
IA
423
IFP Advisors
Florida
$261K -$143K -1,022 -35%
MMA
424
Miracle Mile Advisors
California
$261K -$143K -1,022 -35%
JCM
425
Jacobi Capital Management
Pennsylvania
$261K – – –
15 16
17
18 19