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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 %
IA
501
Insight Advisors
Pennsylvania
$248K -$41.4K -298 -14%
AL
502
ACAS LLC
California
$247K +$247K +1,780 New
AA
503
Advisory Alpha
Michigan
$247K -$30.7K -221 -11%
CWM
504
Collaborative Wealth Management
Florida
$246K -$139 -1 -0.1%
SFC
505
Strategic Financial Concepts
Texas
$245K +$245K +1,760 New
FSA
506
Financial Sense Advisors
California
$243K -$771K -5,549 -76%
CW
507
Channel Wealth
California
$243K +$243K +1,748 New
WS
508
Wedbush Securities
California
$242K -$45.6K -328 -16%
QPWM
509
Quadrant Private Wealth Management
Pennsylvania
$238K -$43.9K -316 -16%
MIH
510
Meitav Investment House
Israel
$237K -$51.9K -362 -18%
Northern Trust
511
Northern Trust
Illinois
$236K +$35.2K +253 +18%
WWP
512
WR Wealth Planners
Missouri
$235K -$401K -2,886 -63%
WWC
513
Waypoint Wealth Counsel
Georgia
$232K -$127K -910 -35%
VC
514
Veracity Capital
Georgia
$230K -$75.3K -542 -25%
MCCA
515
Mill Creek Capital Advisors
Pennsylvania
$226K +$226K +1,629 New
HIF
516
Hill Island Financial
Michigan
$225K +$421 +3 +0.2%
RFN
517
Redwood Financial Network
Ohio
$225K -$15K -108 -6%
OL
518
Owen LaRue
Kentucky
$224K – – –
AWA
519
Arete Wealth Advisors
Illinois
$224K -$188K -1,347 -46%
CWM
520
Cabot Wealth Management
Massachusetts
$224K +$224K +1,613 New
ACI
521
Alpha Cubed Investments
California
$221K – – –
CIBC World Market
522
CIBC World Market
Ontario, Canada
$221K -$751K -5,390 -77%
MGIA
523
Moneta Group Investment Advisors
Missouri
$221K -$4.17K -30 -2%
VWA
524
Visionary Wealth Advisors
Illinois
$220K -$60.8K -437 -22%
RF
525
Rollins Financial
Georgia
$220K -$124K -890 -36%
19 20
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