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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 %
RIA
451
Regal Investment Advisors
Michigan
$226K -$16.9K -121 -7%
PAMG
452
Patton Albertson Miller Group
Tennessee
$225K +$225K +1,610 New
WAP
453
Wealthcare Advisory Partners
Pennsylvania
$225K – – –
OBWG
454
Onyx Bridge Wealth Group
New York
$224K – – –
WTA
455
Washington Trust Advisors
Massachusetts
$224K – – –
AWM
456
Aprio Wealth Management
Georgia
$224K +$224K +1,600 New
AA
457
Advisory Alpha
Michigan
$222K -$41.5K -297 -16%
PCM
458
Parsons Capital Management
Rhode Island
$220K -$39.1K -280 -15%
OL
459
Owen LaRue
Kentucky
$220K – – –
APC
460
Aspire Private Capital
North Carolina
$217K -$9.78K -70 -4%
4WM
461
4J Wealth Management
Virginia
$217K -$113K -807 -34%
SWM
462
Sugarloaf Wealth Management
Georgia
$215K – – –
MFG
463
Monumental Financial Group
Maryland
$214K -$3.99M -28,570 -95%
WWP
464
WR Wealth Planners
Missouri
$214K -$2.52K -18 -1%
BCM
465
Blume Capital Management
California
$213K – – –
SA
466
Sunesis Advisors
Kansas
$212K +$212K +1,518 New
WS
467
Wedbush Securities
California
$212K -$22.6K -162 -10%
FCBT
468
First Citizens Bank & Trust
North Carolina
$212K – – –
OMC
469
Old Mission Capital
Illinois
$212K +$212K +1,514 New
JEST
470
JTC Employer Solutions Trustee
Jersey
$210K – – –
AWA
471
Arkadios Wealth Advisors
Georgia
$209K -$1.12K -8 -0.5%
NDSI
472
Newman Dignan & Sheerar Inc
Rhode Island
$208K – – –
SC
473
Stephens Consulting
Michigan
$207K +$6.57K +47 +3%
HH
474
Hilltop Holdings
Texas
$207K -$818K -5,856 -80%
EL
475
EQ LLC
Washington
$206K – – –
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19
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