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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 %
RFA
576
Resurgent Financial Advisors
Georgia
$85.8K -$43.2K -311 -34%
OSAM
577
O'Shaughnessy Asset Management
Connecticut
$83.8K -$51.3K -369 -38%
AIP
578
Ahrens Investment Partners
Louisiana
$78.8K +$78.8K +567 New
SWG
579
Summit Wealth Group
Vermont
$78K +$77.5K +10,765,018 +16,086%
BWL
580
Bogart Wealth LLC
Virginia
$77.9K +$2.22K +16 +3%
RPCA
581
Running Point Capital Advisors
California
$76.9K – – –
WSC
582
Wellington Shields & Co
New York
$72.6K – – –
CTC
583
Central Trust Company
Missouri
$72K +$72K +518 New
IF
584
Integrity Financial
Wyoming
$70.7K -$278 -2 -0.4%
GEA
585
Glen Eagle Advisors
New Jersey
$65.2K -$15.4K -111 -19%
HNB
586
Huntington National Bank
Ohio
$63.3K -$66.1K – –
EWM
587
Endurance Wealth Management
Rhode Island
$62K – – –
PAI
588
Pittenger & Anderson Inc
Nebraska
$61.6K -$10.4K -75 -14%
FFA
589
Founders Financial Alliance
North Carolina
$60.9K -$13.9K -100 -19%
Commonwealth Equity Services
590
Commonwealth Equity Services
Massachusetts
$59.7K -$305 -2,195 -0.5%
BNP Paribas Financial Markets
591
BNP Paribas Financial Markets
France
$56.9K -$35.2K -253 -38%
MIFH
592
Migdal Insurance & Financial Holdings
Israel
$55K -$14K -100 -20%
ACA
593
Aptus Capital Advisors
Alabama
$54.4K -$278 -2 -0.5%
AW
594
Avion Wealth
Texas
$54K – – –
RCM
595
Raleigh Capital Management
North Carolina
$53.1K -$385K -2,769 -88%
VF
596
VitalStone Financial
Texas
$53K -$1.29M -7,120 -96%
CWP
597
Concord Wealth Partners
Virginia
$51.3K -$17.9K -129 -26%
QC
598
Quent Capital
New York
$50.7K -$25M -179,921 -100%
TCOV
599
Trust Company of Vermont
Vermont
$50.2K -$7.65K -55 -13%
WIM
600
Westside Investment Management
California
$48.1K +$5.56K +40 +13%
22 23
24
25 26