MTUM icon

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 %
JC
701
JB Capital
Connecticut
– -$15.8M -108,487 Closed
TWA
702
Tillar-Wenstrup Advisors
Ohio
– -$14.4M -98,611 Closed
PFA
703
Pettinga Financial Advisors
Indiana
– -$5.61M -38,414 Closed
APW
704
Austin Private Wealth
Texas
– -$4.88M -33,444 Closed
WWG
705
West Wealth Group
California
– -$4.23M -28,985 Closed
SHJ
706
Sharkey, Howes & Javer
Colorado
– -$4.08M -27,936 Closed
REMPR
707
Roof Eidam Maycock Peralta (REMP)
California
– -$3.97M -27,195 Closed
SW
708
SteelPeak Wealth
California
– -$3.7M -25,384 Closed
KFSC
709
Keystone Financial Services (Colorado)
Colorado
– -$3.38M -23,291 Closed
TSA
710
Tri-Star Advisors
Texas
– -$3.29M -22,632 Closed
JGC
711
J. Goldman & Co
New York
– -$3.22M -22,076 Closed
CGFA
712
Colton Groome Financial Advisors
North Carolina
– -$3.12M -21,410 Closed
SHIM
713
Stone House Investment Management
Pennsylvania
– -$3.06M -20,974 Closed
PFG
714
PAX Financial Group
Texas
– -$3.03M -20,745 Closed
FFS
715
Founders Financial Securities
Maryland
– -$2.91M -19,929 Closed
I
716
INVST
Indiana
– -$2.8M -19,307 Closed
Walleye Capital
717
Walleye Capital
New York
– -$2.68M -18,369 Closed
Marshall Wace
718
Marshall Wace
United Kingdom
– -$2.64M -18,100 Closed
CS
719
Comerica Securities
Michigan
– -$2.64M -18,068 Closed
PFA
720
Petra Financial Advisors
Colorado
– -$2.38M -16,436 Closed
IAN
721
Integrated Advisors Network
Texas
– -$2.36M -16,205 Closed
TF
722
Trek Financial
Arizona
– -$2.26M -15,515 Closed
EFG
723
Ethos Financial Group
Pennsylvania
– -$2.13M -14,618 Closed
PCA
724
Prosperity Capital Advisors
Ohio
– -$1.81M -12,395 Closed
SL
725
SWMG LLC
Texas
– -$1.77M -12,095 Closed
27 28
29
30 31