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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
$429M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.12B
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.06B
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$518M
5
SC
Savant Capital
Illinois
$174M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$21.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$49.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$156K
4
BlackRock
BlackRock
New York
$127M
5
Bank of America
Bank of America
North Carolina
$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
51
Acropolis Investment Management
Missouri
$17.9M +$780K +4,950 +5%
SFPM
52
Sensible Financial Planning & Management
Massachusetts
$17.1M -$306K -1,951 -2%
BIA
53
Bell Investment Advisors
California
$16.9M -$1.34M -8,554 -7%
SFS
54
Strategic Financial Services
New York
$16.5M +$543K +3,459 +3%
GT
55
Glenview Trust
Kentucky
$16.1M -$2.56M -16,348 -14%
OC
56
Oppenheimer & Co
New York
$15.7M -$161K -1,024 -1%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$14.3M -$7.26M -46,283 -34%
MWP
58
Meredith Wealth Planning
Illinois
$14.1M -$5.31M -33,852 -27%
JAG
59
Journey Advisory Group
Kentucky
$14M -$755K -4,814 -5%
SWG
60
Summit Wealth Group
Vermont
$13.8M +$265K +1,690 +2%
FIA
61
Foundations Investment Advisors
Arizona
$13.7M +$1.38M +8,197 +11%
TWM
62
Trinity Wealth Management
Pennsylvania
$13.5M -$370K -2,357 -3%
M&T Bank
63
M&T Bank
New York
$12.3M -$2.77M -17,647 -18%
PAG
64
Private Advisor Group
New Jersey
$11.1M -$496K -3,163 -4%
SWMG
65
Sanchez Wealth Management Group
Florida
$11M -$15.4K -98 -0.1%
QAM
66
Q3 Asset Management
Michigan
$10.9M +$10.9M +64,500 New
MPW
67
MA Private Wealth
California
$10.6M +$369K +2,350 +4%
CPC
68
Consolidated Planning Corp
Georgia
$10.2M +$2.67M +17,004 +35%
MML Investors Services
69
MML Investors Services
Massachusetts
$9.93M -$770K -4,908 -7%
GOCP
70
Great Oak Capital Partners
Massachusetts
$9.87M +$9.87M +62,937 New
AWA
71
ARQ Wealth Advisors
Arizona
$9.86M +$1.58M +10,080 +19%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$9.82M -$34.2K -218 -0.3%
SPWM
73
Straight Path Wealth Management
Michigan
$9.48M +$763K +4,865 +9%
Franklin Resources
74
Franklin Resources
California
$9.41M +$2.61M +16,611 +38%
Two Sigma Investments
75
Two Sigma Investments
New York
$9.3M -$10.6M -67,800 -53%
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