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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
$171M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$802M
3
SF
Synovus Financial
Georgia
$47.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$266M
5
RJA
Raymond James & Associates
Florida
$394M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$942M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$334M
3
BlackRock
BlackRock
New York
$148M
4
LPL Financial
LPL Financial
California
$116M
5
Morgan Stanley
Morgan Stanley
New York
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WM
26
1900 Wealth Management
Texas
$58.5M -$1.1M -7,656 -2%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$57.4M -$34.6M -249,004 -38%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$54.4M -$1.18M -8,518 -2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$53.2M +$101K +726 +0.2%
IWC
30
Integrated Wealth Concepts
Massachusetts
$51.8M -$2.58M -18,585 -5%
Mariner
31
Mariner
Kansas
$50.8M -$3.19M -22,951 -6%
Osaic Holdings
32
Osaic Holdings
Arizona
$48.7M -$46.8M -335,968 -49%
SP
33
Symmetry Partners
Connecticut
$48M +$4.51M +32,530 +10%
SF
34
Synovus Financial
Georgia
$47.7M +$47.7M +342,796 New
RA
35
RFG Advisory
Alabama
$46.3M -$1.86M -13,392 -4%
TC
36
Trilogy Capital
California
$39.8M +$1.32M +9,459 +3%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$34.1M -$3.41M -24,556 -9%
DLIC
38
Daido Life Insurance Company
Japan
$33.6M – – –
AAS
39
Ameritas Advisory Services
Nebraska
$31M -$1.5M -10,503 -5%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$29.5M -$41.1M -295,262 -58%
ACM
41
Armbruster Capital Management
New York
$29.2M -$185K -1,334 -0.6%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$27.3M -$1.28M -9,192 -4%
IDA
43
Intelligence Driven Advisers
California
$26.8M +$64.7K +455 +0.2%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$26.7M -$5.29M -38,038 -17%
HPA
45
High Probability Advisors
New York
$24.9M +$3.49M +25,075 +16%
PI
46
PFS Investments
Georgia
$23M -$11M -77,734 -32%
KCM
47
Kathmere Capital Management
Pennsylvania
$22.4M +$357K +2,570 +2%
WMS
48
Wealth Management Solutions
Pennsylvania
$22.3M +$2.37M +17,016 +12%
IWS
49
Insight Wealth Strategies
California
$21.8M -$827K -5,949 -4%
OIA
50
OneDigital Investment Advisors
Kansas
$21.4M -$17.2M -123,993 -45%
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