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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 %
GIA
651
GHP Investment Advisors
Colorado
$10.2K +$10.2K +73 New
MPWT
652
MassMutual Private Wealth & Trust
Connecticut
$9.59K +$3.62K +26 +60%
SIS
653
Sound Income Strategies
Florida
$9.23K +$9.23K +66 New
RWM
654
Ruedi Wealth Management
Illinois
$9.18K +$9.18K +66 New
MHR
655
Matthew Hamilton Rosenberg
$8.34K – – –
AWM
656
Atticus Wealth Management
Florida
$7.81K +$7.81K +56 New
BFPW
657
BOK Financial Private Wealth
Colorado
$7.79K +$7.79K +56 New
FPFS
658
First Personal Financial Services
North Carolina
$7.51K -$38.4K -276 -84%
PWMG
659
Prestige Wealth Management Group
New Jersey
$7.51K – – –
FA
660
Fortis Advisors
Pennsylvania
$6.95K -$7.93K -57 -53%
WBC
661
West Branch Capital
Massachusetts
$6.81K – – –
SSC
662
Syverson Strege & Co
Iowa
$6.67K – – –
CHA
663
Carmichael Hill & Associates
Maryland
$5.84K -$3.62K -26 -38%
JWA
664
JFS Wealth Advisors
Pennsylvania
$5.28K – – –
FRA
665
Front Row Advisors
California
$5K – – –
OIS
666
Okabena Investment Services
Minnesota
$4.73K +$4.73K +34 New
SC
667
Solstein Capital
California
$4.59K – – –
FCA
668
FinTrust Capital Advisors
South Carolina
$4.52K – – –
NRC
669
New Republic Capital
North Carolina
$4.45K -$57.8K -416 -93%
TAM
670
Tucker Asset Management
Colorado
$4.17K +$2.92K +21 +233%
FGAM
671
Financial Gravity Asset Management
Texas
$3.7K +$3.7K +7,105 New
NSG
672
Nalls Sherbakoff Group
Tennessee
$3.6K +$3.6K +26 New
AIC
673
Archer Investment Corporation
Indiana
$3.48K – – –
TF
674
Tompkins Financial
New York
$3.2K +$3.2K +23 New
KHC
675
Koesten Hirschmann & Crabtree
Kansas
$3.2K +$3.2K +23 New
25 26
27
28 29