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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 %
CAM
651
Cidel Asset Management
Ontario, Canada
– -$661K -4,733 Closed
HGWM
652
Horst & Graben Wealth Management
Oregon
– -$590K -4,220 Closed
UWPG
653
Ullmann Wealth Partners Group
Florida
– -$476K -3,408 Closed
EP
654
Eudaimonia Partners
Tennessee
– -$473K -3,389 Closed
SSA
655
Schonfeld Strategic Advisors
New York
– -$415K -2,972 Closed
RCM
656
Requisite Capital Management
Texas
– -$415K -2,969 Closed
BF
657
Brogan Financial
Tennessee
– -$414K -2,952 Closed
RA
658
RFG Advisory
Alabama
– -$373K -2,671 Closed
CW
659
Connectus Wealth
Ohio
– -$363K -2,598 Closed
SVWAG
660
Sound View Wealth Advisors Group
Georgia
– -$294K -2,108 Closed
LFAS
661
Level Four Advisory Services
Texas
– -$284K -2,036 Closed
CAL
662
Capital Advisors Ltd
Ohio
– -$279K -2,000 Closed
FPW
663
Flagship Private Wealth
Massachusetts
– -$254K -1,818 Closed
KA
664
Kovack Advisors
Florida
– -$233K -1,670 Closed
MFG
665
Monumental Financial Group
Maryland
– -$214K -1,531 Closed
WWP
666
WR Wealth Planners
Missouri
– -$214K -1,529 Closed
FCBT
667
First Citizens Bank & Trust
North Carolina
– -$212K -1,517 Closed
OMC
668
Old Mission Capital
Illinois
– -$212K -1,514 Closed
HH
669
Hilltop Holdings
Texas
– -$207K -1,480 Closed
EL
670
EQ LLC
Washington
– -$206K -1,471 Closed
ME
671
McIlrath & Eck
Washington
– -$106K -756 Closed
NRC
672
New Republic Capital
North Carolina
– -$98.5K -703 Closed
WSCM
673
Wellington Shields Capital Management
New York
– -$88K -630 Closed
SFSG
674
Sound Financial Strategies Group
Mississippi
– -$83.8K -600 Closed
AWA
675
Authentikos Wealth Advisory
California
– -$80.9K -579 Closed
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