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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 %
RPCA
676
Running Point Capital Advisors
California
– -$77.3K -553 Closed
WSC
677
Wellington Shields & Co
New York
– -$72.9K -522 Closed
SCA
678
Stonebridge Capital Advisors
Minnesota
– -$65.4K -468 Closed
BCM
679
BluePath Capital Management
Georgia
– -$40.7K -291 Closed
BAAM
680
Baker Avenue Asset Management
California
– -$39K -279 Closed
CSPIA
681
Cary Street Partners Investment Advisory
Virginia
– -$31K -222 Closed
PCMC
682
Private Capital Management (Colorado)
Colorado
– -$30.6K -219 Closed
SSWM
683
Sheets Smith Wealth Management
North Carolina
– -$27.9K -200 Closed
RIA
684
Realta Investment Advisors
Delaware
– -$28.5K -198 Closed
HWP
685
Hibernia Wealth Partners
Louisiana
– -$21.6K -155 Closed
VWM
686
Valley Wealth Managers
New Jersey
– -$13.7K -98 Closed
TCA
687
Trifecta Capital Advisors
Illinois
– -$13.4K -96 Closed
BWS
688
Buck Wealth Strategies
Colorado
– -$7.68K -55 Closed
WBC
689
West Branch Capital
Massachusetts
– -$6.85K -49 Closed
SC
690
Solstein Capital
California
– -$4.61K -33 Closed
VAG
691
VisionPoint Advisory Group
Texas
– -$4.31K -31 Closed
CCMW
692
Cypress Capital Management (Wyoming)
Wyoming
– -$3.5K -25 Closed
GA
693
GoalVest Advisory
New York
– -$2.1K -15 Closed
MWM
694
Mascoma Wealth Management
New Hampshire
– -$2.1K -15 Closed
IFAM
695
Institutional & Family Asset Management
Colorado
– -$419 -3 Closed
GJIA
696
Glass Jacobson Investment Advisors
Maryland
– -$280 -2 Closed
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