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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

637 hedge funds and large institutions have $7.71B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 139 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
+21
Holders Change %
+3.41%
% of All Funds
9.34%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
92
Increased
139
Reduced
307
Closed
59
Calls
$5.96M
Puts
$2.18M
Net Calls
+$3.78M
Net Calls Change
+$5.53M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$429M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.12B
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.06B
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$518M
5
SC
Savant Capital
Illinois
$174M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$21.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$49.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$156K
4
BlackRock
BlackRock
New York
$127M
5
Bank of America
Bank of America
North Carolina
$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$49.4M -$30.5M -194,721 -38%
Osaic Holdings
27
Osaic Holdings
Arizona
$43.8M -$12.4M -78,707 -22%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$43.4M -$11.2M -71,598 -21%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$43M -$12.2M -78,062 -22%
TC
30
Trilogy Capital
California
$42.3M -$2.29M -14,586 -5%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$42.2M +$3.29M +20,978 +8%
ACM
32
Armbruster Capital Management
New York
$33.6M -$435K -2,770 -1%
OIA
33
OneDigital Investment Advisors
Kansas
$31.8M +$4.75M +30,293 +18%
HPA
34
High Probability Advisors
New York
$30.9M -$361K -2,299 -1%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$30.8M -$291K -1,856 -0.9%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$30.6M +$223K +1,424 +0.7%
IWC
37
Integrated Wealth Concepts
Massachusetts
$30.5M -$8.98M -57,263 -23%
1WM
38
1900 Wealth Management
Texas
$29.6M -$10.1M -64,098 -25%
AAS
39
Ameritas Advisory Services
Nebraska
$29.3M -$4.05M -25,675 -12%
AWM
40
AE Wealth Management
Kansas
$27.3M +$10M +59,916 +58%
KCM
41
Kathmere Capital Management
Pennsylvania
$27.1M -$35.5K -226 -0.1%
IWS
42
Insight Wealth Strategies
California
$23M -$871K -5,550 -4%
SCM
43
Stonehearth Capital Management
Massachusetts
$21.9M +$457K +2,911 +2%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$21.5M -$323M -2,059,297 -94%
CCA
45
Cobblestone Capital Advisors
New York
$20.9M +$119K +756 +0.6%
I
46
INVST
Indiana
$20.6M -$9.34M -54,155 -31%
WDL
47
Well Done LLC
Michigan
$19.8M -$1.51M -9,644 -7%
CG
48
CFO4Life Group
Texas
$19.2M +$48.6K +310 +0.3%
OFG
49
Oxford Financial Group
Indiana
$18.3M -$2.89M -18,416 -14%
CAN
50
Cetera Advisor Networks
California
$18.2M -$669K -4,265 -4%
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