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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 %
LCM
476
Lunt Capital Management
Utah
$204K -$83.8K -600 -29%
CFA
477
Cahill Financial Advisors
Minnesota
$203K -$8.8K -63 -4%
BNP Paribas Financial Markets
478
BNP Paribas Financial Markets
France
$203K +$38.8K +278 +24%
MGIA
479
Moneta Group Investment Advisors
Missouri
$201K -$2.93K -21 -1%
TWM
480
Tradition Wealth Management
Minnesota
$200K -$560 -4 -0.3%
TCM
481
TD Capital Management
Tennessee
$200K – – –
IWP
482
Icon Wealth Partners
Texas
$188K -$8.24K -59 -4%
CTWM
483
Cherry Tree Wealth Management
Minnesota
$188K – – –
CSWM
484
Cassady Schiller Wealth Management
Ohio
$184K – – –
KFI
485
Key Financial Inc
Pennsylvania
$179K +$2.93K +21 +2%
FFA
486
Farther Finance Advisors
California
$174K -$88.4K -633 -34%
LFG
487
Larson Financial Group
Missouri
$169K +$20.5K +147 +14%
FDCC
488
Foster Dykema Cabot & Co
Massachusetts
$168K – – –
GWS
489
Glassman Wealth Services
Virginia
$163K – – –
Bessemer Group
490
Bessemer Group
New Jersey
$163K -$10.6K -76 -6%
GWSG
491
GPS Wealth Strategies Group
Colorado
$134K – – –
BCWM
492
Bartlett & Co Wealth Management
Ohio
$131K -$6.17K -44 -4%
BC
493
Bartlett & Co
Ohio
$131K -$6.17K -44 -4%
JWM
494
Janiczek Wealth Management
Colorado
$130K – – –
CT
495
Colonial Trust
South Carolina
$127K – – –
CNBTD
496
Citizens National Bank Trust Department
Mississippi
$121K – – –
FPB
497
First PREMIER Bank
South Dakota
$117K – – –
BFEC
498
Benjamin F. Edwards & Company
Missouri
$112K – – –
BL
499
Balentine LLC
Georgia
$111K – – –
TFG
500
Team Financial Group
California
$110K +$110K +785 New
18 19
20
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