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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

637 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, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
+21
Holders Change %
+3.41%
% of All Funds
9.34%
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
307
Closed
59
Calls
$5.96M
Puts
$2.18M
Net Calls
+$3.78M
Net Calls Change
+$5.53M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$209M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$36M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$31.1M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$28.1M
5
SC
Savant Capital
Illinois
+$15.8M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$323M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$30.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$29.8M
4
BlackRock
BlackRock
New York
-$26.4M
5
Bank of America
Bank of America
North Carolina
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
601
Wetzel Investment Advisors
Indiana
$9K +$9K +57 New
VWM
602
Venturi Wealth Management
Texas
$8.32K – – –
TAM
603
Townsend Asset Management
North Carolina
$8.11K +$156 +1 +2%
NP
604
NorthRock Partners
Minnesota
$7.85K +$7.85K +50 New
SWC
605
Spectrum Wealth Counsel
Indiana
$7.06K +$7.06K +45 New
FFO
606
Fortitude Family Office
Arizona
$7.06K +$7.06K +45 New
CHA
607
Carmichael Hill & Associates
Maryland
$6.59K – – –
DJSG
608
D.J. St. Germain
Massachusetts
$5.49K – – –
RIM
609
Rockbridge Investment Management
New York
$5.18K +$5.18K +33 New
WTG
610
West Tower Group
Virginia
$5.02K +$5.02K +32 New
OP
611
ORG Partners
Indiana
$4.43K +$1.6K +9 +56%
RCM
612
Raleigh Capital Management
North Carolina
$4.4K – – –
NSG
613
Nalls Sherbakoff Group
Tennessee
$4.14K – – –
SS
614
Sunbelt Securities
Texas
$3.92K – – –
AIC
615
Archer Investment Corporation
Indiana
$3.92K – – –
JHCP
616
Jackson Hole Capital Partners
Oklahoma
$3.3K – – –
BBPWM
617
Blue Bell Private Wealth Management
Pennsylvania
$2.98K – – –
SMA
618
Sage Mountain Advisors
Georgia
$2.82K – – –
OLVIG
619
Oliver Lagore Vanvalin Investment Group
Michigan
$2.51K – – –
DFA
620
DHJJ Financial Advisors
Illinois
$2.47K – – –
AA
621
Ancora Advisors
Ohio
$2.35K – – –
SIC
622
Salem Investment Counselors
North Carolina
$2.2K – – –
ICM
623
Islay Capital Management
Texas
$2.04K +$2.04K +13 New
TFGT
624
TS Financial Group (TSFG)
Illinois
$2K – – –
FCAS
625
First Command Advisory Services
Texas
$1.88K – – –
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25
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