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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 %
KFS
551
Kelly Financial Services
Massachusetts
$28.5K -$20.1K -144 -41%
RIA
552
Realta Investment Advisors
Delaware
$28.5K – – –
KC
553
Kenfarb & Co
Kentucky
$28.2K – – –
EW
554
Element Wealth
Mississippi
$28.1K +$5.46K +39 +24%
SSWM
555
Sheets Smith Wealth Management
North Carolina
$27.9K -$847K -6,060 -97%
WOSD
556
WFA of San Diego
California
$27.9K +$699 +5 +3%
EWA
557
EverSource Wealth Advisors
Alabama
$27.3K +$9.21K +66 +51%
BBHC
558
Brown Brothers Harriman & Co
New York
$23.2K +$23.2K +166 New
AWM
559
Aspire Wealth Management
Massachusetts
$22.4K +$5.3K +38 +31%
HWP
560
Hibernia Wealth Partners
Louisiana
$21.6K +$21.6K +155 New
FHA
561
First Horizon Advisors
Tennessee
$19.7K – – –
BHWM
562
Beaird Harris Wealth Management
Texas
$19.3K – – –
AWM
563
Abound Wealth Management
Tennessee
$19.2K – – –
AP
564
Arlington Partners
Alabama
$18.3K – – –
AT
565
Arlington Trust
Alabama
$18.3K +$18.3K +131 New
ADL
566
Asset Dedication LLC
California
$16K – – –
SVCP
567
Silicon Valley Capital Partners
California
$14.7K – – –
AWM
568
AllSquare Wealth Management
New York
$14.5K – – –
VWM
569
Valley Wealth Managers
New Jersey
$13.7K +$13.7K +98 New
TCA
570
Trifecta Capital Advisors
Illinois
$13.4K – – –
First Manhattan
571
First Manhattan
New York
$13.3K +$13.3K +94 New
CIR
572
Clear Investment Research
Georgia
$12.2K – – –
PPWM
573
PFG Private Wealth Management
Florida
$11.5K -$10.2K -73 -47%
RFA
574
Register Financial Advisors
Georgia
$11.2K – – –
S
575
SignatureFD
Georgia
$10.9K -$105K -750 -91%
21 22
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