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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 %
EWM
576
EPG Wealth Management
Georgia
$10.8K – – –
CFS
577
CGC Financial Services
Oregon
$10.3K -$838 -6 -8%
GI
578
Gradient Investments
Minnesota
$10.1K +$8.66K +62 +620%
SIS
579
Sound Income Strategies
Florida
$9.13K -$7.45K -53 -45%
MHR
580
Matthew Hamilton Rosenberg
$8.38K – – –
BWS
581
Buck Wealth Strategies
Colorado
$7.68K +$7.68K +55 New
VWM
582
Venturi Wealth Management
Texas
$7.41K -$1.54K -11 -17%
TAM
583
Townsend Asset Management
North Carolina
$7.19K – – –
WBC
584
West Branch Capital
Massachusetts
$6.85K – – –
CCA
585
Column Capital Advisors
Indiana
$6.29K -$4.05K -29 -39%
CHA
586
Carmichael Hill & Associates
Maryland
$5.87K – – –
JWA
587
JFS Wealth Advisors
Pennsylvania
$5.31K – – –
DJSG
588
D.J. St. Germain
Massachusetts
$4.89K – – –
SC
589
Solstein Capital
California
$4.61K – – –
VAG
590
VisionPoint Advisory Group
Texas
$4.31K +$4.31K +31 New
RCM
591
Raleigh Capital Management
North Carolina
$3.91K – – –
NSG
592
Nalls Sherbakoff Group
Tennessee
$3.66K – – –
CCMW
593
Cypress Capital Management (Wyoming)
Wyoming
$3.5K +$3.5K +25 New
AIC
594
Archer Investment Corporation
Indiana
$3.49K – – –
SS
595
Sunbelt Securities
Texas
$3.49K – – –
JHCP
596
Jackson Hole Capital Partners
Oklahoma
$2.93K – – –
TH
597
TCTC Holdings
Texas
$2.79K – – –
BBPWM
598
Blue Bell Private Wealth Management
Pennsylvania
$2.65K – – –
SMA
599
Sage Mountain Advisors
Georgia
$2.52K -$12.3K -88 -83%
OP
600
ORG Partners
Indiana
$2.32K -$24.5K -169 -91%
22 23
24
25 26