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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

643 hedge funds and large institutions have $7.66B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 141 increasing their positions, 348 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-57
Holders Change %
-8.14%
% of All Funds
10.14%
Holding in Top 10
45
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-25%
% of All Funds
0.71%
New
55
Increased
141
Reduced
348
Closed
109
Calls
$4.49M
Puts
$2.73M
Net Calls
+$1.76M
Net Calls Change
+$1.96M

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$178M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$66M
3
BlackRock
BlackRock
New York
+$27.2M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$26.2M
5
RJA
Raymond James & Associates
Florida
+$12.9M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$1.55B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$224M
3
EWA
EP Wealth Advisors
California
-$129M
4
RA
RFG Advisory
Alabama
-$47.2M
5
Mariner
Mariner
Kansas
-$40.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
651
Strategic Investment Advisors
Michigan
– -$3.68M -26,480 Closed
FTUS
652
Flow Traders U.S.
New York
– -$2.93M -21,047 Closed
SA
653
Scarborough Advisors
Maryland
– -$2.03M -14,630 Closed
BFG
654
Buttonwood Financial Group
Missouri
– -$1.94M -13,923 Closed
CSWG
655
Cardinal Strategic Wealth Guidance
Kentucky
– -$1.89M -13,615 Closed
SWA
656
Stratos Wealth Advisors
Ohio
– -$1.64M -11,795 Closed
SFG
657
Snider Financial Group
Washington
– -$1.58M -11,381 Closed
TSS
658
Two Sigma Securities
New York
– -$1.37M -9,824 Closed
WPIC
659
White Pine Investment Company
Michigan
– -$1.24M -8,944 Closed
MCIA
660
Mountain Capital Investment Advisors
Colorado
– -$1.28M -8,891 Closed
CIC
661
Carnegie Investment Counsel
Ohio
– -$1.2M -8,601 Closed
WEG
662
World Equity Group
Illinois
– -$558K -8,166 Closed
BAM
663
Belpointe Asset Management
Nevada
– -$1.05M -7,580 Closed
FRA
664
FFG Retirement Advisors
Colorado
– -$1.03M -7,415 Closed
MCA
665
Magnolia Capital Advisors
Mississippi
– -$1,000K -7,189 Closed
GSC
666
G&S Capital
Colorado
– -$957K -6,884 Closed
SS
667
Simplicity Solutions
Minnesota
– -$950K -6,835 Closed
KCM
668
KM Capital Management
Texas
– -$947K -6,808 Closed
PWMG
669
Provence Wealth Management Group
California
– -$937K -6,737 Closed
SFS
670
Sowell Financial Services
Arkansas
– -$890K -6,398 Closed
PAMG
671
Patton Albertson Miller Group
Tennessee
– -$806K -5,799 Closed
CC
672
Copperleaf Capital
North Carolina
– -$792K -5,697 Closed
RL
673
Retireful LLC
Michigan
– -$790K -5,685 Closed
SWP
674
ShoreHaven Wealth Partners
New Jersey
– -$735K -5,289 Closed
KWS
675
Keystone Wealth Services
California
– -$735K -5,284 Closed
25 26
27
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