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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 %
ME
501
McIlrath & Eck
Washington
$106K +$106K +756 New
SL
502
Salomon & Ludwin
Virginia
$103K +$103K +739 New
NRC
503
New Republic Capital
North Carolina
$98.5K +$98.5K +703 New
IF
504
Integrity Financial
Wyoming
$97.7K +$28.1K +201 +40%
RFA
505
Resurgent Financial Advisors
Georgia
$94.7K +$838 +6 +0.9%
ST
506
Smithfield Trust
Pennsylvania
$94K – – –
HR
507
Howe & Rusling
New York
$91.6K +$91.6K +656 New
CIA
508
Cape Investment Advisory
Georgia
$88.4K – – –
WSCM
509
Wellington Shields Capital Management
New York
$88K – – –
QCG
510
Quadrant Capital Group
Ohio
$84.7K -$12.4K -89 -13%
SFSG
511
Sound Financial Strategies Group
Mississippi
$83.8K -$2.1K -15 -2%
AWA
512
Authentikos Wealth Advisory
California
$80.9K +$80.9K +579 New
OSAM
513
O'Shaughnessy Asset Management
Connecticut
$80.5K +$36.6K +262 +83%
BWL
514
Bogart Wealth LLC
Virginia
$79.5K +$1.12K +8 +1%
RPCA
515
Running Point Capital Advisors
California
$77.3K – – –
WSC
516
Wellington Shields & Co
New York
$72.9K – – –
CTC
517
Central Trust Company
Missouri
$72.4K – – –
HNB
518
Huntington National Bank
Ohio
$71.4K -$80.1K – –
HI
519
Horizon Investments
North Carolina
$65.9K -$9.08K -65 -12%
SCA
520
Stonebridge Capital Advisors
Minnesota
$65.4K – – –
FFA
521
Founders Financial Alliance
North Carolina
$63.8K – – –
TLA
522
Tanglewood Legacy Advisors
Texas
$61K -$37.7K -270 -38%
CPG
523
Cornerstone Planning Group
New Jersey
$59.2K – – –
PFBT
524
Parkside Financial Bank & Trust
Missouri
$58K – – –
CYG
525
Clean Yield Group
Vermont
$57.1K +$57.1K +400 New
19 20
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