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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 %
EP
651
Edgestream Partners
New Jersey
– -$219K -1,521 Closed
RFN
652
Redwood Financial Network
Ohio
– -$219K -1,520 Closed
SFC
653
Strategic Financial Concepts
Texas
– -$219K -1,518 Closed
MWM
654
Maripau Wealth Management
Indiana
– -$218K -1,509 Closed
PWM
655
Perigon Wealth Management
California
– -$216K -1,495 Closed
CW
656
Channel Wealth
California
– -$207K -1,438 Closed
SP
657
Successful Portfolios
Florida
– -$205K -1,417 Closed
ELI
658
Empire Life Investments
Ontario, Canada
– -$202K -1,400 Closed
WSTAM
659
Wilbanks Smith & Thomas Asset Management
Virginia
– -$201K -1,391 Closed
GSAM
660
Grant Street Asset Management
Pennsylvania
– -$200K -1,388 Closed
JFGIW
661
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$150K -1,040 Closed
Bank Julius Baer & Co
662
Bank Julius Baer & Co
Switzerland
– -$130K -903 Closed
CAL
663
Capital Analysts LLC
Pennsylvania
– -$124K -860 Closed
HS
664
Horan Securities
United States
– -$101K -700 Closed
CFFP
665
Center for Financial Planning
Michigan
– -$46K -319 Closed
SF
666
Safeguard Financial
Wisconsin
– -$37K -263 Closed
TFA
667
Transamerica Financial Advisors
Florida
– -$35K -237 Closed
AW
668
Avion Wealth
Texas
– -$32K -222 Closed
CWA
669
Clearview Wealth Advisors
Oregon
– -$31.1K -216 Closed
WP
670
WealthPLAN Partners
Nebraska
– -$31.2K -216 Closed
WAM
671
WFA Asset Management
Wisconsin
– -$24.7K -171 Closed
HWA
672
HHM Wealth Advisors
Tennessee
– -$24.7K -171 Closed
CWC
673
Carolinas Wealth Consulting
North Carolina
– -$18.8K -131 Closed
SSB
674
Sandy Spring Bank
Maryland
– -$14.4K -100 Closed
FA
675
Fiduciary Alliance
South Carolina
– -$13.3K -92 Closed
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