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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

616 hedge funds and large institutions have $7.17B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 308 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
-27
Holders Change %
-4.2%
% of All Funds
9.82%
Holding in Top 10
43
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.44%
% of All Funds
0.69%
New
53
Increased
139
Reduced
308
Closed
71
Calls
$3.93M
Puts
$5.68M
Net Calls
-$1.75M
Net Calls Change
-$3.51M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$127M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$44.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.7M
4
AAS
Ameritas Advisory Services
Nebraska
+$26M
5
I
INVST
Indiana
+$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$75M
2
OFG
Oxford Financial Group
Indiana
-$59M
3
RJA
Raymond James & Associates
Florida
-$49.9M
4
GC
GFG Capital
Florida
-$48.8M
5
SOMRS
State of Michigan Retirement System
Michigan
-$46.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
51
Two Sigma Investments
New York
$17.8M +$15.4M +110,200 +652%
MWP
52
Meredith Wealth Planning
Illinois
$17.3M -$291K -2,083 -2%
CG
53
CFO4Life Group
Texas
$17.1M +$147K +1,050 +0.9%
CAN
54
Cetera Advisor Networks
California
$16.8M +$3.09M +22,151 +23%
GT
55
Glenview Trust
Kentucky
$16.6M +$583K +4,172 +4%
BIA
56
Bell Investment Advisors
California
$16.2M -$738K -5,286 -4%
SFPM
57
Sensible Financial Planning & Management
Massachusetts
$15.5M +$309K +2,211 +2%
AIM
58
Acropolis Investment Management
Missouri
$15.2M +$1.18M +8,421 +8%
AWM
59
AE Wealth Management
Kansas
$14.5M +$1.13M +8,085 +8%
SFS
60
Strategic Financial Services
New York
$14.2M +$187K +1,337 +1%
OC
61
Oppenheimer & Co
New York
$14.1M -$2.37M -16,995 -14%
Citadel Advisors
62
Citadel Advisors
Florida
$13.7M +$10.4M +74,097 +306%
M&T Bank
63
M&T Bank
New York
$13.4M -$511K -3,651 -4%
JAG
64
Journey Advisory Group
Kentucky
$13.1M -$1M -7,188 -7%
TWM
65
Trinity Wealth Management
Pennsylvania
$12.3M +$38.7K +277 +0.3%
Two Sigma Advisers
66
Two Sigma Advisers
New York
$12.3M +$11.6M +83,200 +1,698%
SWG
67
Summit Wealth Group
Vermont
$12.1M +$185K +1,326 +2%
FA
68
Forefront Analytics
Pennsylvania
$11.9M -$1.52M -10,872 -11%
SWP
69
Stratos Wealth Partners
Ohio
$10.6M -$33.9K -243 -0.3%
PAG
70
Private Advisor Group
New Jersey
$10.3M -$894K -6,401 -8%
FIA
71
Foundations Investment Advisors
Arizona
$10.2M -$3.37M -24,141 -25%
Lido Advisors
72
Lido Advisors
California
$9.94M +$885K +6,335 +10%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$9.86M +$7M +50,087 +244%
SWMG
74
Sanchez Wealth Management Group
Florida
$9.85M +$181K +1,297 +2%
SPA
75
Shore Point Advisors
New Jersey
$9.54M +$279K +1,997 +3%
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