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iShares MSCI USA Momentum Factor ETF
MTUM

640 hedge funds and large institutions have $7.71B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 139 increasing their positions, 309 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $5.96M | Put options by funds: $2.18M

53% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 60

8% more capital invested

Capital invested by funds: $7.17B → $7.71B (+$542M)

4.77% more ownership

Funds ownership: 87.33% → 92.1% (+4.8%)

3% more funds holding

Funds holding: 620 → 640 (+20)

9% less funds holding in top 10

Funds holding in top 10: 43 → 39 (-4)

55% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 309

Holders
640
Holders Change
+20
Holders Change %
+3.23%
% of All Funds
9.33%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
92
Increased
139
Reduced
309
Closed
60
Calls
$5.96M
Puts
$2.18M
Net Calls
+$3.78M
Net Calls Change
+$5.53M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$196M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$33.6M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$29.1M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$26.3M
5
SC
Savant Capital
Illinois
+$14.7M

Top Sellers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$302M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$28.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$27.8M
4
BlackRock
BlackRock
New York
-$24.7M
5
Bank of America
Bank of America
North Carolina
-$16.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
601
Elevate Wealth Advisory
Georgia
$9.41K +$8.81K +60 New
WIA
602
Wetzel Investment Advisors
Indiana
$9K +$8.37K +57 New
VWM
603
Venturi Wealth Management
Texas
$8.32K – – –
TAM
604
Townsend Asset Management
North Carolina
$8.11K +$147 +1 +2%
NP
605
NorthRock Partners
Minnesota
$7.84K +$7.34K +50 New
SWC
606
Spectrum Wealth Counsel
Indiana
$7.06K +$6.61K +45 New
FFO
607
Fortitude Family Office
Arizona
$7.06K +$6.61K +45 New
CHA
608
Carmichael Hill & Associates
Maryland
$6.59K – – –
CAM
609
Chesapeake Asset Management
New York
$6.59K -$4.4K -30 -42%
DJSG
610
D.J. St. Germain
Massachusetts
$5.49K – – –
RIM
611
Rockbridge Investment Management
New York
$5.18K +$4.84K +33 New
WTG
612
West Tower Group
Virginia
$5.02K +$4.7K +32 New
ASBI
613
American State Bank (Iowa)
Iowa
$4.55K – – –
OP
614
ORG Partners
Indiana
$4.43K +$1.32K +9 +56%
RCM
615
Raleigh Capital Management
North Carolina
$4.4K – – –
NSG
616
Nalls Sherbakoff Group
Tennessee
$4.14K – – –
AIC
617
Archer Investment Corporation
Indiana
$3.92K – – –
SS
618
Sunbelt Securities
Texas
$3.92K – – –
JHCP
619
Jackson Hole Capital Partners
Oklahoma
$3.29K – – –
BBPWM
620
Blue Bell Private Wealth Management
Pennsylvania
$2.98K – – –
SMA
621
Sage Mountain Advisors
Georgia
$2.82K – – –
OLVIG
622
Oliver Lagore Vanvalin Investment Group
Michigan
$2.51K – – –
DFA
623
DHJJ Financial Advisors
Illinois
$2.47K – – –
AA
624
Ancora Advisors
Ohio
$2.35K – – –
SIC
625
Salem Investment Counselors
North Carolina
$2.2K – – –
23 24
25
26 27

MTUM Hedge Fund Activity: Q4 2023 in Review

640 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q4 2023, worth a combined $7.71B — up 7.6% from $7.17B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new MTUM positions and 60 closed out — a net gain of 32 holders — while 139 added to existing stakes and 309 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $196M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $302M.

  • 640 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q4 2023, up from 620 in Q3 2023.
  • Funds reported $7.71B of iShares MSCI USA Momentum Factor ETF stock for Q4 2023, up 7.6% quarter-over-quarter.
  • 92 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q4 2023 and 60 closed out, a net change of +32 holders.
  • The largest iShares MSCI USA Momentum Factor ETF buyer in Q4 2023 was Morgan Stanley, an estimated $196M added.
  • The largest iShares MSCI USA Momentum Factor ETF seller in Q4 2023 was CAPTRUST Financial Advisors, an estimated $302M sold.

Based on aggregated 13F filings for Q4 2023.