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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 %
CCA
426
Clearwater Capital Advisors
Illinois
$370K -$13.9K -100 -4%
PWAG
427
Polaris Wealth Advisory Group
California
$368K – – –
GLA
428
Good Life Advisors
Pennsylvania
$364K -$45.9K -330 -11%
BF
429
Brogan Financial
Tennessee
$364K +$12K +86 +3%
MAG
430
Members Advisory Group
New York
$357K – – –
4WM
431
4J Wealth Management
Virginia
$357K -$50.5K -363 -12%
PMG
432
ProVise Management Group
Florida
$356K -$10.6K -76 -3%
WHCI
433
W.H. Cornerstone Investments
Massachusetts
$355K +$355K +2,552 New
AAG
434
Armstrong Advisory Group
Massachusetts
$354K -$43.2K -311 -11%
WA
435
Win Advisors
Florida
$354K +$354K +2,542 New
RFN
436
RDA Financial Network
Iowa
$353K +$64.8K +466 +22%
PA
437
Prism Advisors
California
$350K +$23.2K +167 +7%
TB
438
Treynor Bancshares
Iowa
$350K – – –
BFA
439
Beaumont Financial Advisors
Massachusetts
$348K +$142K +1,022 +69%
GWM
440
GDS Wealth Management
Texas
$347K -$10.4K -75 -3%
SFG
441
Sovereign Financial Group
Connecticut
$346K -$299K -2,147 -46%
OCM
442
One Capital Management
California
$346K – – –
KWA
443
Kellett Wealth Advisors
Ohio
$342K -$145K -1,042 -30%
CA
444
Continuum Advisory
Idaho
$342K -$93.7K -674 -22%
VIM
445
Vista Investment Management
Pennsylvania
$341K -$25.9K -186 -7%
HWM
446
Hemington Wealth Management
Virginia
$341K – – –
SWAG
447
Spectrum Wealth Advisory Group
California
$339K +$1.81K +13 +0.5%
CWM
448
Centric Wealth Management
Illinois
$337K +$1.95K +14 +0.6%
ACM
449
Advisors Capital Management
New Jersey
$335K -$1.39K -10 -0.4%
EC
450
Estate Counselors
Wisconsin
$334K – – –
16 17
18
19 20