MTUM icon

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
+$209M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$36M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$31.1M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$28.1M
5
SC
Savant Capital
Illinois
+$15.8M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$323M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$30.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$29.8M
4
BlackRock
BlackRock
New York
-$26.4M
5
Bank of America
Bank of America
North Carolina
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
476
Wedbush Securities
California
$227K -$10.5K -67 -4%
Simplex Trading
477
Simplex Trading
Illinois
$227K +$227K +1,447 New
TCM
478
TD Capital Management
Tennessee
$226K +$1.1K +7 +0.5%
MGIA
479
Moneta Group Investment Advisors
Missouri
$226K – – –
TWM
480
Tradition Wealth Management
Minnesota
$225K +$1.1K +7 +0.5%
UWM
481
USAdvisors Wealth Management
Minnesota
$224K -$123K -784 -35%
OBWG
482
Onyx Bridge Wealth Group
New York
$223K -$28.6K -182 -11%
SP
483
Successful Portfolios
Florida
$222K +$222K +1,413 New
CFA
484
Cahill Financial Advisors
Minnesota
$221K -$7.06K -45 -3%
PCM
485
Parsons Capital Management
Rhode Island
$220K -$26.8K -171 -11%
MWM
486
Meridian Wealth Management
Kentucky
$219K -$48.3K -308 -18%
CCM
487
Crabel Capital Management
California
$219K +$219K +1,395 New
AP
488
Americana Partners
Texas
$219K +$219K +1,393 New
SAW
489
Signal Advisors Wealth
Michigan
$218K +$218K +1,391 New
HIF
490
Hill Island Financial
Michigan
$217K +$217K +1,385 New
CIA
491
Capital Investment Advisors
Georgia
$215K +$215K +1,369 New
CTWM
492
Cherry Tree Wealth Management
Minnesota
$213K +$2.04K +13 +1%
GL
493
Graypoint LLC
New York
$213K -$744K -4,740 -78%
AWA
494
Arete Wealth Advisors
Illinois
$211K +$211K +1,346 New
WSTAM
495
Wilbanks Smith & Thomas Asset Management
Virginia
$207K +$207K +1,322 New
CSWM
496
Cassady Schiller Wealth Management
Ohio
$207K – – –
GT
497
Greenleaf Trust
Michigan
$205K -$706K -4,500 -77%
QCM
498
Quantinno Capital Management
New York
$204K +$204K +1,302 New
LFG
499
Larson Financial Group
Missouri
$202K +$12.5K +80 +7%
SWM
500
Sculati Wealth Management
Michigan
$201K +$201K +1,281 New
18 19
20
21 22