MTUM icon

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 %
SXL
451
Summit X LLC
Missouri
$329K +$329K +2,367 New
APC
452
Aspire Private Capital
North Carolina
$328K -$122K -877 -27%
TF
453
TIAA FSB
Florida
$328K +$29.5K +212 +10%
LRPA
454
L. Roy Papp & Associates
Arizona
$325K – – –
DAS
455
Dynamic Advisor Solutions
Arizona
$324K -$78.7K -566 -20%
T
456
TNF
Montana
$320K -$2.06M -14,440 -87%
BFEC
457
Benjamin F. Edwards & Company
Missouri
$319K -$67.6K -486 -17%
IF
458
Intrua Financial
Texas
$318K +$318K +2,272 New
FWM
459
Fingerlakes Wealth Management
New York
$316K -$39.5K -284 -11%
HAS
460
HBW Advisory Services
California
$308K +$1.67K +12 +0.5%
LBA
461
Lowell Blake & Associates
Massachusetts
$307K – – –
LFAS
462
Level Four Advisory Services
Texas
$306K +$2.23K +16 +0.7%
FPW
463
Flagship Private Wealth
Massachusetts
$306K +$1.53K +11 +0.5%
WA
464
Wealth Alliance
New York
$305K -$1.97M -14,144 -87%
RIA
465
Regal Investment Advisors
Michigan
$303K -$1.15M -8,271 -79%
GP
466
Girard Partners
Pennsylvania
$302K -$4.87K -35 -2%
LS
467
Leelyn Smith
Illinois
$300K -$57.7K -415 -16%
LF
468
LifeSteps Financial
California
$297K – – –
SPWG
469
Syntegra Private Wealth Group
Missouri
$292K -$56.5K -406 -16%
AR
470
Apeiron RIA
Texas
$291K -$1.48M -10,614 -84%
HSA
471
HBK Sorce Advisory
Pennsylvania
$291K -$348K -2,504 -54%
FHA
472
First Horizon Advisors
Tennessee
$290K -$842K -6,055 -74%
CAL
473
Capital Advisors Ltd
Ohio
$287K – – –
LT
474
Legacy Trust
Michigan
$286K – – –
AIC
475
Ayalon Insurance Company
Israel
$285K -$367K -2,635 -56%
17 18
19
20 21