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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
$171M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$802M
3
SF
Synovus Financial
Georgia
$47.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$266M
5
RJA
Raymond James & Associates
Florida
$394M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$942M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$334M
3
BlackRock
BlackRock
New York
$148M
4
LPL Financial
LPL Financial
California
$116M
5
Morgan Stanley
Morgan Stanley
New York
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
51
Foundations Investment Advisors
Arizona
$21.3M +$4.9M +35,247 +30%
WDL
52
Well Done LLC
Michigan
$21M -$105K -758 -0.5%
BWA
53
Burt Wealth Advisors
Maryland
$20.9M +$1.02M +7,338 +5%
AWM
54
AE Wealth Management
Kansas
$20.2M -$11.7M -84,154 -37%
CWG
55
Cornerstone Wealth Group
North Carolina
$19.8M +$98.7K +710 +0.5%
MWP
56
Meredith Wealth Planning
Illinois
$18.8M +$1.49M +10,697 +9%
MML Investors Services
57
MML Investors Services
Massachusetts
$18.7M -$23.2M -167,202 -55%
CCA
58
Cobblestone Capital Advisors
New York
$18.7M +$279K +2,007 +2%
LF
59
Lee Financial
Texas
$18.5M -$492K -3,537 -3%
EH
60
Equitable Holdings
New York
$18.4M +$1.21M +8,727 +7%
BIA
61
Bell Investment Advisors
California
$17.7M -$561K -4,033 -3%
CG
62
CFO4Life Group
Texas
$17.3M +$2.41M +17,368 +16%
CAN
63
Cetera Advisor Networks
California
$16.1M -$8.27M -59,502 -34%
OC
64
Oppenheimer & Co
New York
$15.9M +$720K +5,176 +5%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$15.7M -$4.23M -30,422 -21%
GT
66
Glenview Trust
Kentucky
$15.6M +$1.19M +8,577 +8%
AFC
67
Adaptive Financial Consulting
Ohio
$15.2M +$421K +3,030 +3%
M&T Bank
68
M&T Bank
New York
$15M -$852K -6,129 -5%
SFPM
69
Sensible Financial Planning & Management
Massachusetts
$14.7M +$592K +4,259 +4%
FA
70
Forefront Analytics
Pennsylvania
$14.3M -$447K -3,213 -3%
Jane Street
71
Jane Street
New York
$14.3M +$14M +100,850 +4,900%
JAG
72
Journey Advisory Group
Kentucky
$14.3M +$13.9M +100,145 +3,852%
Stifel Financial
73
Stifel Financial
Missouri
$14.1M -$6.32M -45,467 -31%
SCM
74
Stonehearth Capital Management
Massachusetts
$13.7M +$401K +2,884 +3%
SFS
75
Strategic Financial Services
New York
$13.3M -$173K -1,246 -1%
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