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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 %
LSA
426
Lion Street Advisors
Texas
$260K -$203K -1,455 -44%
OPCM
427
Osborne Partners Capital Management
California
$259K +$559 +4 +0.2%
LRPA
428
L. Roy Papp & Associates
Arizona
$258K -$68.5K -490 -21%
FWP
429
FAS Wealth Partners
Kansas
$258K – – –
MA
430
Mezzasalma Advisors
New Jersey
$257K -$6.29K -45 -2%
FPW
431
Flagship Private Wealth
Massachusetts
$254K -$54.1K -387 -18%
DWM
432
Darwin Wealth Management
Florida
$253K -$3.35K -24 -1%
RW
433
Rede Wealth
Virginia
$253K -$4.33K -31 -2%
BC
434
Bowman & Company
Wisconsin
$252K +$24.7K +177 +11%
AIP
435
Almanack Investment Partners
Pennsylvania
$250K – – –
LS
436
Leelyn Smith
Illinois
$249K -$3.07K -22 -1%
CWP
437
Cyndeo Wealth Partners
Florida
$249K +$249K +1,784 New
SXL
438
Summit X LLC
Missouri
$249K -$35.9K -257 -13%
ACI
439
Alpha Cubed Investments
California
$249K +$26.5K +190 +12%
AWMNH
440
Arcadia Wealth Management (New Hampshire)
New Hampshire
$247K -$4.89K -35 -2%
DAS
441
Dynamic Advisor Solutions
Arizona
$245K +$25.1K +180 +11%
SOS
442
Silver Oak Securities
Tennessee
$243K -$649K -4,646 -73%
MWM
443
Meridian Wealth Management
Kentucky
$238K -$13.6K -97 -5%
T
444
TNF
Montana
$238K -$64.9K -465 -21%
PA
445
Pinnacle Associates
New York
$237K -$28.4K -203 -11%
PWMAG
446
Pinnacle Wealth Management Advisory Group
New Jersey
$237K -$28.4K -203 -11%
CWM
447
Collaborative Wealth Management
Florida
$237K +$699 +5 +0.3%
MIH
448
Meitav Investment House
Israel
$234K – – –
KA
449
Kovack Advisors
Florida
$233K -$152K -1,088 -39%
FFA
450
Fortune Financial Advisors
Kansas
$232K -$22.8K -163 -9%
16 17
18
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