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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 %
PWMG
526
Provence Wealth Management Group
California
$54.1K +$54.1K +387 New
GM
527
GeoWealth Management
Illinois
$54K +$25.3K +180 +88%
ACA
528
Aptus Capital Advisors
Alabama
$52.7K -$1.96K -14 -4%
GEA
529
Glen Eagle Advisors
New Jersey
$51.6K -$140 -1 -0.3%
CWP
530
Concord Wealth Partners
Virginia
$51.5K – – –
TCOV
531
Trust Company of Vermont
Vermont
$50.4K – – –
LFA
532
LGT Financial Advisors
Texas
$49.7K – – –
WIM
533
Westside Investment Management
California
$48.3K – – –
HCP
534
Hexagon Capital Partners
Arkansas
$48.2K – – –
PAI
535
Pittenger & Anderson Inc
Nebraska
$47.2K -$14.7K -105 -24%
Barclays
536
Barclays
United Kingdom
$47K – – –
QC
537
Quent Capital
New York
$47K -$137K -982 -75%
DWMG
538
DB Wealth Management Group
California
$42.2K – – –
MIFH
539
Migdal Insurance & Financial Holdings
Israel
$42K – – –
BSB
540
Bangor Savings Bank
Maine
$41.9K – – –
BCM
541
BluePath Capital Management
Georgia
$40.7K +$40.7K +291 New
BAAM
542
Baker Avenue Asset Management
California
$39K +$12.4K +89 +47%
YDMI
543
Y.D. More Investments
Israel
$37.8K -$6.24K -45 -14%
CA
544
Crewe Advisors
Utah
$34.1K -$108K -772 -76%
BWM
545
Baystate Wealth Management
Massachusetts
$32.6K – – –
FWA
546
FSC Wealth Advisors
New York
$32K – – –
NCM
547
Northwest Capital Management
Oregon
$31.9K -$7.96K -57 -20%
AF
548
Advisornet Financial
Minnesota
$31.7K -$2.1K -15 -6%
CSPIA
549
Cary Street Partners Investment Advisory
Virginia
$31K +$1.12K +8 +4%
PCMC
550
Private Capital Management (Colorado)
Colorado
$30.6K – – –
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