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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 %
AA
676
Ancora Advisors
Ohio
$3.06K -$199K -1,428 -98%
JHCP
677
Jackson Hole Capital Partners
Oklahoma
$2.92K -$3.34K -24 -53%
LFA
678
Legend Financial Advisors
Pennsylvania
$2.92K – – –
OLVIG
679
Oliver Lagore Vanvalin Investment Group
Michigan
$2.78K -$107K -770 -97%
TH
680
TCTC Holdings
Texas
$2.78K – – –
LWP
681
Lumature Wealth Partners
Georgia
$2.64K – – –
BBPWM
682
Blue Bell Private Wealth Management
Pennsylvania
$2.64K – – –
MWM
683
Mascoma Wealth Management
New Hampshire
$2.14K – – –
IRC
684
Investors Research Corp
Georgia
$2.09K – – –
TFGT
685
TS Financial Group (TSFG)
Illinois
$2K – – –
CA
686
Centerpoint Advisors
Massachusetts
$2K – – –
CSPIA
687
Cary Street Partners Investment Advisory
Virginia
$1.98K – – –
GWANC
688
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.95K – – –
GI
689
Gradient Investments
Minnesota
$1.67K +$1.67K +12 New
SC
690
SouthState Corp
Florida
$1.53K -$5.42K -39 -78%
CB
691
CNB Bank
Pennsylvania
$1.39K +$1.39K +10 New
IHWM
692
Iron Horse Wealth Management
Iowa
$1.11K – – –
MWC
693
MBM Wealth Consultants
Missouri
$1K – – –
NSIM
694
North Star Investment Management
Illinois
$834 – – –
MBFW
695
Morton Brown Family Wealth
Pennsylvania
$695 +$695 +5 New
SS
696
Sunbelt Securities
Texas
$690 +$690 +5 New
WFA
697
West Financial Advisors
Iowa
$418 – – –
IFAM
698
Institutional & Family Asset Management
Colorado
$417 – – –
SIM
699
Studio Investment Management
Illinois
$278 – – –
IAIM
700
International Assets Investment Management
Florida
– -$20M -580,785 Closed
26 27
28
29 30