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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 %
AWM
626
Abound Wealth Management
Tennessee
$19.1K +$9.05K +65 +90%
EWA
627
EverSource Wealth Advisors
Alabama
$18.9K -$211K -1,520 -92%
GBT
628
Grove Bank & Trust
Florida
$18.5K +$18.5K +133 New
AP
629
Arlington Partners
Alabama
$18.2K – – –
ADL
630
Asset Dedication LLC
California
$15K – – –
SMA
631
Sage Mountain Advisors
Georgia
$14.7K -$220K -1,583 -94%
SIC
632
Salem Investment Counselors
North Carolina
$14.6K +$4.17K +30 +40%
SVCP
633
Silicon Valley Capital Partners
California
$14.5K +$138 +1 +1%
AWM
634
AllSquare Wealth Management
New York
$14.5K +$556 +4 +4%
IGWM
635
ICA Group Wealth Management
Colorado
$14.3K -$98.1K -706 -87%
VWM
636
Venturi Wealth Management
Texas
$14K -$674K -4,846 -98%
SSB
637
Sandy Spring Bank
Maryland
$13.9K – – –
BHWM
638
Bay Harbor Wealth Management
Maryland
$13.6K -$1.02M -7,358 -99%
TCA
639
Trifecta Capital Advisors
Illinois
$13.3K – – –
POIA
640
Pin Oak Investment Advisors
Texas
$13K +$13K +96 New
DI
641
Disciplined Investments
Oklahoma
$12.7K -$5.56K -40 -31%
EW
642
Element Wealth
Mississippi
$12.3K – – –
CIR
643
Clear Investment Research
Georgia
$12.1K – – –
TCWA
644
Ten Capital Wealth Advisors
Washington
$12.1K – – –
2L
645
25 LLC
Missouri
$11.5K +$11.5K +82 New
RFA
646
Register Financial Advisors
Georgia
$11.1K – – –
HDIM
647
Hanson & Doremus Investment Management
Vermont
$11K – – –
S
648
SignatureFD
Georgia
$10.8K – – –
EWM
649
EPG Wealth Management
Georgia
$10.7K +$834 +6 +8%
CCA
650
Column Capital Advisors
Indiana
$10.3K – – –
24 25
26
27 28