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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
+$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 %
MA
476
Mezzasalma Advisors
New Jersey
$284K -$3.2K -23 -1%
DWM
477
Darwin Wealth Management
Florida
$283K -$210K -1,464 -43%
FA
478
Fermata Advisors
California
$281K -$1.49M -10,712 -84%
SEIA
479
Signature Estate & Investment Advisors
California
$280K -$105K -757 -27%
JJBC
480
James J. Burns & Company
New York
$280K +$280K +2,019 New
MWM
481
Meridian Wealth Management
Kentucky
$279K -$19.5K -140 -7%
National Bank of Canada
482
National Bank of Canada
Quebec, Canada
$279K – – –
WAP
483
Wealthcare Advisory Partners
Pennsylvania
$278K -$1.87M -13,471 -87%
AB
484
Atlas Brown
Kentucky
$277K +$974 +7 +0.4%
VAS
485
Vestmark Advisory Solutions
Massachusetts
$275K -$465K -3,343 -63%
BOPW
486
Brandywine Oak Private Wealth
Pennsylvania
$274K – – –
RW
487
Rede Wealth
Virginia
$274K -$39.6K -285 -13%
VWA
488
V Wealth Advisors
Kansas
$271K -$180K -1,293 -40%
KWM
489
Keebeck Wealth Management
Illinois
$267K -$1.29M -9,306 -83%
PCM
490
Parsons Capital Management
Rhode Island
$264K +$18.9K +136 +8%
WQ
491
Wealth Quarterback
New Jersey
$264K -$166K -1,194 -39%
SWM
492
Sculati Wealth Management
Michigan
$263K – – –
AAM
493
Augustine Asset Management
Florida
$262K – – –
CA
494
Crewe Advisors
Utah
$260K -$59.2K -426 -19%
JCM
495
Jacobi Capital Management
Pennsylvania
$259K -$7.37K -53 -3%
OPCM
496
Osborne Partners Capital Management
California
$257K – – –
FWP
497
FAS Wealth Partners
Kansas
$256K -$3.62K -26 -1%
DWT
498
Dorsey & Whitney Trust
South Dakota
$250K – – –
WTA
499
Washington Trust Advisors
Massachusetts
$250K – – –
AIP
500
Almanack Investment Partners
Pennsylvania
$250K -$11.1K -80 -4%
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