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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 %
OLVIG
601
Oliver Lagore Vanvalin Investment Group
Michigan
$2.24K -$4.89K -35 -69%
DFA
602
DHJJ Financial Advisors
Illinois
$2.19K +$2.19K +16 New
MWM
603
Mascoma Wealth Management
New Hampshire
$2.1K – – –
GA
604
GoalVest Advisory
New York
$2.1K +$2.1K +15 New
AA
605
Ancora Advisors
Ohio
$2.1K -$698 -5 -25%
CA
606
Centerpoint Advisors
Massachusetts
$2K – – –
TFGT
607
TS Financial Group (TSFG)
Illinois
$2K – – –
SIC
608
Salem Investment Counselors
North Carolina
$1.96K -$34.9K -249 -95%
FCAS
609
First Command Advisory Services
Texas
$1.68K +$1.68K +12 New
TAM
610
Tucker Asset Management
Colorado
$1.26K – – –
VF
611
VitalStone Financial
Texas
$1K -$1.11M -7,765 -100%
NSIM
612
North Star Investment Management
Illinois
$838 – – –
FRA
613
Front Row Advisors
California
$573 -$4.44K -31 -89%
IFAM
614
Institutional & Family Asset Management
Colorado
$419 -$2.37K -17 -85%
IPW
615
Impact Partnership Wealth
Georgia
$419 -$559 -4 -57%
GJIA
616
Glass Jacobson Investment Advisors
Maryland
$280 +$280 +2 New
HWP
617
Highline Wealth Partners
California
$140 +$140 +1 New
DLIC
618
Daido Life Insurance Company
Japan
– -$25.5M -176,813 Closed
BMM
619
Berkshire Money Management
Massachusetts
– -$7.39M -51,237 Closed
HCA
620
Heck Capital Advisors
Wisconsin
– -$5.17M -35,858 Closed
AT
621
Arden Trust
Delaware
– -$5.09M -35,308 Closed
NL
622
Navalign LLC
California
– -$4.13M -28,617 Closed
PFA
623
Petra Financial Advisors
Colorado
– -$2.33M -16,130 Closed
Renaissance Technologies
624
Renaissance Technologies
New York
– -$1.95M -13,500 Closed
Millennium Management
625
Millennium Management
New York
– -$1.54M -10,642 Closed
23 24
25
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