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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
+$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 %
HPM
726
Hoxton Planning & Management
West Virginia
– -$1.64M -11,273 Closed
SL
727
Sentinus LLC
Illinois
– -$1.63M -11,173 Closed
SWM
728
SigFig Wealth Management
California
– -$761K -9,412 Closed
FEM
729
Fulcrum Equity Management
Texas
– -$1.35M -9,285 Closed
T
730
TCWP
Ohio
– -$1.14M -7,803 Closed
MCC
731
Money Concepts Capital
Florida
– -$1.13M -7,729 Closed
FWP
732
Firethorn Wealth Partners
Georgia
– -$1.12M -7,695 Closed
CASC
733
Coppell Advisory Solutions Corp
Texas
– -$1.07M -7,326 Closed
CAS
734
Coppell Advisory Solutions
Texas
– -$1.07M -7,326 Closed
BCP
735
Blackhawk Capital Partners
Wisconsin
– -$975K -6,682 Closed
MYIA
736
Mount Yale Investment Advisors
Colorado
– -$960K -6,575 Closed
SPAS
737
Spectrum Planning & Advisory Services
California
– -$932K -6,385 Closed
CWP
738
CFM Wealth Partners
Texas
– -$929K -6,366 Closed
CWM
739
Centurion Wealth Management
Virginia
– -$878K -6,018 Closed
MLA
740
My Legacy Advisors
Oregon
– -$751K -5,318 Closed
VPP
741
Vertex Planning Partners
Illinois
– -$770K -5,278 Closed
TCA
742
Transcend Capital Advisors
New Jersey
– -$654K -4,480 Closed
TFA
743
Tranquilli Financial Advisor
New Jersey
– -$642K -4,401 Closed
T
744
TRUADVICE
Florida
– -$622K -4,278 Closed
LF
745
Lantz Financial
Illinois
– -$623K -4,270 Closed
IWM
746
Iams Wealth Management
Nebraska
– -$623K -4,270 Closed
BCM
747
Barometer Capital Management
Ontario, Canada
– -$534K -3,660 Closed
CAM
748
Concorde Asset Management
Michigan
– -$517K -3,540 Closed
WIM
749
WealthPlan Investment Management
Nebraska
– -$478K -3,286 Closed
NCM
750
NCM Capital Management
New Jersey
– -$476K -3,263 Closed
28 29
30
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