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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 %
BCA
626
Bay Colony Advisors
Massachusetts
– -$952K -6,601 Closed
YIH
627
Y-Intercept (HK)
Hong Kong
– -$913K -6,330 Closed
CS
628
Credit Suisse
Switzerland
– -$895K -6,205 Closed
BBP
629
Banco BTG Pactual
Brazil
– -$726K -5,034 Closed
RAM
630
Riggs Asset Management
Pennsylvania
– -$470K -3,256 Closed
FFP
631
FourThought Financial Partners
Florida
– -$457K -3,168 Closed
Koshinski Asset Management
632
Koshinski Asset Management
Illinois
– -$401K -2,781 Closed
MCM
633
Monument Capital Management
Virginia
– -$355K -2,463 Closed
EC
634
Estate Counselors
Wisconsin
– -$346K -2,400 Closed
KWA
635
Kellett Wealth Advisors
Ohio
– -$326K -2,263 Closed
MSWMA
636
Market Street Wealth Management Advisors
Indiana
– -$317K -2,196 Closed
GP
637
Girard Partners
Pennsylvania
– -$308K -2,134 Closed
VIA
638
Vident Investment Advisory
Georgia
– -$302K -2,096 Closed
VAS
639
Vestmark Advisory Solutions
Massachusetts
– -$297K -2,060 Closed
RFN
640
RDA Financial Network
Iowa
– -$282K -1,958 Closed
VWA
641
V Wealth Advisors
Kansas
– -$281K -1,948 Closed
PFS
642
Prospera Financial Services
Texas
– -$280K -1,938 Closed
Members Trust
643
Members Trust
Florida
– -$273K -1,893 Closed
PAG
644
Private Advisory Group
Washington
– -$271K -1,881 Closed
SWA
645
Strategies Wealth Advisors
Michigan
– -$269K -1,862 Closed
CCM
646
Crabel Capital Management
California
– -$258K -1,790 Closed
AL
647
ACAS LLC
California
– -$257K -1,780 Closed
IF
648
Intrua Financial
Texas
– -$238K -1,649 Closed
HIF
649
Hill Island Financial
Michigan
– -$232K -1,608 Closed
GFG
650
Goldstone Financial Group
Illinois
– -$229K -1,585 Closed
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