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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 %
OBWG
526
Onyx Bridge Wealth Group
New York
$218K -$8.06K -58 -4%
OAM
527
Occidental Asset Management
California
$216K -$417 -3 -0.2%
SFG
528
Summit Financial Group
West Virginia
$215K -$25K -180 -10%
CFA
529
Cahill Financial Advisors
Minnesota
$215K -$16.4K -118 -7%
SWM
530
Sugarloaf Wealth Management
Georgia
$214K +$278 +2 +0.1%
TA
531
TKG Advisors
Indiana
$213K +$7.79K +56 +4%
BC
532
Bowman & Company
Wisconsin
$213K -$22.7K -163 -10%
SC
533
Stephens Consulting
Michigan
$211K -$7.51K -54 -3%
SA
534
Sunesis Advisors
Kansas
$211K +$211K +1,518 New
CWM
535
Cornerstone Wealth Management
Missouri
$211K +$211K +1,517 New
JEST
536
JTC Employer Solutions Trustee
Jersey
$209K – – –
PFGIA
537
Patriot Financial Group Insurance Agency
Massachusetts
$209K -$102K -735 -33%
TCM
538
TD Capital Management
Tennessee
$208K +$973 +7 +0.5%
NDSI
539
Newman Dignan & Sheerar Inc
Rhode Island
$207K -$20.9K -150 -9%
MFA
540
Mayflower Financial Advisors
Massachusetts
$204K -$1.34M -9,609 -87%
TWM
541
Tradition Wealth Management
Minnesota
$198K +$8.04K +58 +4%
CSWM
542
Cassady Schiller Wealth Management
Ohio
$192K +$176K +1,211 +1,121%
WP
543
WealthPLAN Partners
Nebraska
$191K -$266K -1,915 -58%
CA
544
Clearstead Advisors
Ohio
$189K +$137K +985 +263%
CWA
545
Clearview Wealth Advisors
Oregon
$177K -$359K -2,582 -67%
KFI
546
Key Financial Inc
Pennsylvania
$170K – – –
FDCC
547
Foster Dykema Cabot & Co
Massachusetts
$167K -$30K -216 -15%
GWS
548
Glassman Wealth Services
Virginia
$163K – – –
Bessemer Group
549
Bessemer Group
New Jersey
$162K +$132K +954 +448%
BCWM
550
Bartlett & Co Wealth Management
Ohio
$156K -$36.8K -265 -19%
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