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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 %
HCP
601
Hexagon Capital Partners
Arkansas
$48K -$7.51K -54 -14%
GM
602
GeoWealth Management
Illinois
$47K +$15.9K +114 +51%
CAL
603
Capital Analysts LLC
Pennsylvania
$44K -$311K -2,230 -88%
YDMI
604
Y.D. More Investments
Israel
$43.9K – – –
DWMG
605
DB Wealth Management Group
California
$41.8K +$278 +2 +0.7%
BSB
606
Bangor Savings Bank
Maine
$41.7K – – –
CIA
607
Cascade Investment Advisors
Oregon
$39.6K +$39.6K +285 New
GFPC
608
Global Financial Private Client
Florida
$38.7K -$12.9K -91 -25%
FCA
609
Fortis Capital Advisors
Kansas
$37.7K +$11.7K +84 +45%
AF
610
Advisornet Financial
Minnesota
$36.5K -$735K -5,294 -95%
BWM
611
Baystate Wealth Management
Massachusetts
$34.4K -$865K -6,214 -96%
TFA
612
Transamerica Financial Advisors
Florida
$33K – – –
AWM
613
Avior Wealth Management
Nebraska
$32.5K -$3.86M -27,798 -99%
FWA
614
FSC Wealth Advisors
New York
$31.8K – – –
SIS
615
Strategic Investment Solutions
Illinois
$31.2K +$31.2K +225 New
PCMC
616
Private Capital Management (Colorado)
Colorado
$30.5K +$30.5K +219 New
KC
617
Kenfarb & Co
Kentucky
$28.1K – – –
HWA
618
HHM Wealth Advisors
Tennessee
$26.4K +$23.8K +171 +900%
TF
619
TimeScale Financial
Massachusetts
$26.1K +$26.1K +188 New
TAM
620
Townsend Asset Management
North Carolina
$25.9K -$8.77K -63 -25%
CWC
621
Carolinas Wealth Consulting
North Carolina
$25.5K -$27K -195 -51%
AWM
622
Aspire Wealth Management
Massachusetts
$22.9K -$102K -730 -82%
BWA
623
BDO Wealth Advisors
Florida
$22.2K – – –
PPWM
624
PFG Private Wealth Management
Florida
$21.6K +$8.48K +61 +65%
BHWM
625
Beaird Harris Wealth Management
Texas
$19.2K – – –
23 24
25
26 27