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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
$436M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$914M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$966M
4
AAS
Ameritas Advisory Services
Nebraska
$29.6M
5
I
INVST
Indiana
$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$154M
2
OFG
Oxford Financial Group
Indiana
$18.9M
3
RJA
Raymond James & Associates
Florida
$358M
4
GC
GFG Capital
Florida
$985K
5
SOMRS
State of Michigan Retirement System
Michigan
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$52.1M -$12.3M -88,141 -19%
Osaic Holdings
27
Osaic Holdings
Arizona
$50M +$11.6M +82,928 +30%
AC
28
Apella Capital
Connecticut
$49.7M +$885K +6,332 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$49.2M -$1.33M -9,518 -3%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$48.7M -$4.79M -34,282 -9%
TC
31
Trilogy Capital
California
$39.7M +$1.03M +7,385 +3%
1WM
32
1900 Wealth Management
Texas
$35.3M -$14.5M -103,568 -29%
IWC
33
Integrated Wealth Concepts
Massachusetts
$35.2M -$9.61M -68,760 -21%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$34.6M +$1.18M +8,467 +4%
ACM
35
Armbruster Capital Management
New York
$30.3M +$778K +5,572 +3%
AAS
36
Ameritas Advisory Services
Nebraska
$29.6M +$26M +186,364 +743%
HPA
37
High Probability Advisors
New York
$27.9M +$939K +6,722 +3%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$27.9M -$4.29M -29,288 -13%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$27.7M -$540K -3,868 -2%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$27.1M +$317K +2,271 +1%
I
41
INVST
Indiana
$24.2M +$24.2M +173,320 New
KCM
42
Kathmere Capital Management
Pennsylvania
$24.2M +$886K +6,339 +4%
OIA
43
OneDigital Investment Advisors
Kansas
$24.1M +$3.71M +26,573 +18%
IWS
44
Insight Wealth Strategies
California
$21.3M -$551K -3,944 -3%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$19.2M -$1.19M -8,547 -6%
SCM
46
Stonehearth Capital Management
Massachusetts
$19.1M +$226K +1,618 +1%
WDL
47
Well Done LLC
Michigan
$19M -$1.44M -10,286 -7%
OFG
48
Oxford Financial Group
Indiana
$18.9M -$59M -421,988 -76%
CCA
49
Cobblestone Capital Advisors
New York
$18.5M -$270K -1,933 -1%
WMS
50
Wealth Management Solutions
Pennsylvania
$18M -$398K -2,846 -2%
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