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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 %
BC
551
Bartlett & Co
Ohio
$156K -$36.7K -265 -19%
HIA
552
Harbor Investment Advisory
Maryland
$154K -$1.53K -11 -1%
NHT
553
New Hampshire Trust
New Hampshire
$152K – – –
AWM
554
Accel Wealth Management
Iowa
$143K – – –
SCA
555
Stonebridge Capital Advisors
Minnesota
$139K +$73.7K +530 +113%
LFG
556
Larson Financial Group
Missouri
$137K +$278 +2 +0.2%
JWM
557
Janiczek Wealth Management
Colorado
$134K – – –
GWSG
558
GPS Wealth Strategies Group
Colorado
$134K +$134K +960 New
BAAM
559
Baker Avenue Asset Management
California
$129K +$49.5K +356 +62%
Bank Julius Baer & Co
560
Bank Julius Baer & Co
Switzerland
$128K -$11.3M -81,200 -99%
CNBTD
561
Citizens National Bank Trust Department
Mississippi
$121K – – –
TLA
562
Tanglewood Legacy Advisors
Texas
$119K – – –
FPB
563
First PREMIER Bank
South Dakota
$116K – – –
EI
564
Ellevest Inc
New York
$114K – – –
BL
565
Balentine LLC
Georgia
$110K -$115K -827 -51%
HI
566
Horizon Investments
North Carolina
$106K -$52.1M -374,551 -100%
QCG
567
Quadrant Capital Group
Ohio
$105K – – –
HFM
568
Hartford Financial Management
Connecticut
$99.9K – – –
KTC
569
Kistler-Tiffany Companies
Pennsylvania
$99.1K -$5K -36 -5%
HS
570
Horan Securities
United States
$97K +$556 +4 +0.6%
ST
571
Smithfield Trust
Pennsylvania
$94K – – –
PFBT
572
Parkside Financial Bank & Trust
Missouri
$90.8K +$24.6K +177 +37%
CIA
573
Cape Investment Advisory
Georgia
$88K +$88K +633 New
WSCM
574
Wellington Shields Capital Management
New York
$87.6K – – –
SFSG
575
Sound Financial Strategies Group
Mississippi
$86.9K -$5.86M -42,157 -99%
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