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iShares MSCI USA Momentum Factor ETF
MTUM

640 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, 309 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $5.96M | Put options by funds: $2.18M

53% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 60

8% more capital invested

Capital invested by funds: $7.17B → $7.71B (+$542M)

4.77% more ownership

Funds ownership: 87.33% → 92.1% (+4.8%)

3% more funds holding

Funds holding: 620 → 640 (+20)

9% less funds holding in top 10

Funds holding in top 10: 43 → 39 (-4)

55% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 309

Holders
640
Holders Change
+20
Holders Change %
+3.23%
% of All Funds
9.33%
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
309
Closed
60
Calls
$5.96M
Puts
$2.18M
Net Calls
+$3.78M
Net Calls Change
+$5.53M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$196M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$33.6M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$29.1M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$26.3M
5
SC
Savant Capital
Illinois
+$14.7M

Top Sellers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$302M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$28.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$27.8M
4
BlackRock
BlackRock
New York
-$24.7M
5
Bank of America
Bank of America
North Carolina
-$16.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
651
Flow Traders U.S.
New York
– -$824K -5,901 Closed
DI
652
Diligent Investors
California
– -$758K -5,425 Closed
CWS
653
Cypress Wealth Services
California
– -$747K -5,345 Closed
TI
654
Trexquant Investment
Connecticut
– -$743K -5,315 Closed
CAM
655
Cidel Asset Management
Ontario, Canada
– -$661K -4,733 Closed
HGWM
656
Horst & Graben Wealth Management
Oregon
– -$590K -4,220 Closed
UWPG
657
Ullmann Wealth Partners Group
Florida
– -$476K -3,408 Closed
EP
658
Eudaimonia Partners
Tennessee
– -$473K -3,389 Closed
SSA
659
Schonfeld Strategic Advisors
New York
– -$415K -2,972 Closed
RCM
660
Requisite Capital Management
Texas
– -$415K -2,969 Closed
BF
661
Brogan Financial
Tennessee
– -$414K -2,952 Closed
RA
662
RFG Advisory
Alabama
– -$373K -2,671 Closed
CW
663
Connectus Wealth
Ohio
– -$363K -2,598 Closed
SVWAG
664
Sound View Wealth Advisors Group
Georgia
– -$294K -2,108 Closed
LFAS
665
Level Four Advisory Services
Texas
– -$284K -2,036 Closed
CAL
666
Capital Advisors Ltd
Ohio
– -$279K -2,000 Closed
FPW
667
Flagship Private Wealth
Massachusetts
– -$254K -1,818 Closed
KA
668
Kovack Advisors
Florida
– -$233K -1,670 Closed
MFG
669
Monumental Financial Group
Maryland
– -$214K -1,531 Closed
WWP
670
WR Wealth Planners
Missouri
– -$214K -1,529 Closed
FCBT
671
First Citizens Bank & Trust
North Carolina
– -$212K -1,517 Closed
OMC
672
Old Mission Capital
Illinois
– -$212K -1,514 Closed
HH
673
Hilltop Holdings
Texas
– -$207K -1,480 Closed
EL
674
EQ LLC
Washington
– -$206K -1,471 Closed
ME
675
McIlrath & Eck
Washington
– -$106K -756 Closed
25 26
27
28 29

MTUM Hedge Fund Activity: Q4 2023 in Review

640 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q4 2023, worth a combined $7.71B — up 7.6% from $7.17B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new MTUM positions and 60 closed out — a net gain of 32 holders — while 139 added to existing stakes and 309 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $196M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $302M.

  • 640 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q4 2023, up from 620 in Q3 2023.
  • Funds reported $7.71B of iShares MSCI USA Momentum Factor ETF stock for Q4 2023, up 7.6% quarter-over-quarter.
  • 92 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q4 2023 and 60 closed out, a net change of +32 holders.
  • The largest iShares MSCI USA Momentum Factor ETF buyer in Q4 2023 was Morgan Stanley, an estimated $196M added.
  • The largest iShares MSCI USA Momentum Factor ETF seller in Q4 2023 was CAPTRUST Financial Advisors, an estimated $302M sold.

Based on aggregated 13F filings for Q4 2023.