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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 %
TH
626
TCTC Holdings
Texas
$1.57K -$1.57K -10 -50%
TAM
627
Tucker Asset Management
Colorado
$1.41K – – –
VF
628
VitalStone Financial
Texas
$1K – – –
NSIM
629
North Star Investment Management
Illinois
$941 – – –
FRA
630
Front Row Advisors
California
$628 – – –
AEPWM
631
Atlantic Edge Private Wealth Management
Florida
$628 +$628 +4 New
CAM
632
Creekmur Asset Management
Illinois
$514 +$514 +3 New
IGWM
633
ICA Group Wealth Management
Colorado
$473 +$473 +3 New
S
634
SignatureFD
Georgia
$471 -$11.8K -75 -96%
IPW
635
Impact Partnership Wealth
Georgia
$471 – – –
T
636
Tidemark
California
$471 +$471 +3 New
HWP
637
Highline Wealth Partners
California
$157 – – –
Lido Advisors
638
Lido Advisors
California
– -$9.94M -71,171 Closed
KL
639
KilterHowling LLC
Colorado
– -$7.61M -54,478 Closed
HF
640
HRT Financial
New York
– -$7.01M -50,180 Closed
SCM
641
SevenOneSeven Capital Management
Pennsylvania
– -$3.55M -24,044 Closed
EFG
642
Ethos Financial Group
Pennsylvania
– -$3.2M -22,835 Closed
WA
643
Win Advisors
Florida
– -$1.66M -11,847 Closed
Wolverine Trading
644
Wolverine Trading
Illinois
– -$1.19M -8,508 Closed
SC
645
Sepio Capital
Utah
– -$1.04M -7,413 Closed
SW
646
SVB Wealth
Massachusetts
– -$1.02M -7,323 Closed
FTUS
647
Flow Traders U.S.
New York
– -$824K -5,901 Closed
DI
648
Diligent Investors
California
– -$758K -5,425 Closed
CWS
649
Cypress Wealth Services
California
– -$747K -5,345 Closed
TI
650
Trexquant Investment
Connecticut
– -$743K -5,315 Closed
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