MTUM icon

iShares MSCI USA Momentum Factor ETF

643 hedge funds and large institutions have $7.66B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 141 increasing their positions, 348 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-57
Holders Change %
-8.14%
% of All Funds
10.14%
Holding in Top 10
45
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-25%
% of All Funds
0.71%
New
55
Increased
141
Reduced
348
Closed
109
Calls
$4.49M
Puts
$2.73M
Net Calls
+$1.76M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
726
Global Financial Private Client
Florida
-$38.7K -273 Closed
FCA
727
Fortis Capital Advisors
Kansas
-$37.7K -271 Closed
SIS
728
Strategic Investment Solutions
Illinois
-$31.2K -225 Closed
GBT
729
Grove Bank & Trust
Florida
-$18.5K -133 Closed
BHWM
730
Bay Harbor Wealth Management
Maryland
-$13.6K -98 Closed
POIA
731
Pin Oak Investment Advisors
Texas
-$13K -96 Closed
TCWA
732
Ten Capital Wealth Advisors
Washington
-$12.1K -87 Closed
MPWT
733
MassMutual Private Wealth & Trust
Connecticut
-$9.59K -69 Closed
RWM
734
Ruedi Wealth Management
Illinois
-$9.18K -66 Closed
MWC
735
MBM Wealth Consultants
Missouri
-$1K -59 Closed
BFPW
736
BOK Financial Private Wealth
Colorado
-$7.79K -56 Closed
PWMG
737
Prestige Wealth Management Group
New Jersey
-$7.51K -54 Closed
FPFS
738
First Personal Financial Services
North Carolina
-$7.51K -54 Closed
FA
739
Fortis Advisors
Pennsylvania
-$6.95K -50 Closed
SSC
740
Syverson Strege & Co
Iowa
-$6.67K -48 Closed
OIS
741
Okabena Investment Services
Minnesota
-$4.73K -34 Closed
NRC
742
New Republic Capital
North Carolina
-$4.45K -32 Closed
KHC
743
Koesten Hirschmann & Crabtree
Kansas
-$3.2K -23 Closed
TF
744
Tompkins Financial
New York
-$3.2K -23 Closed
LFA
745
Legend Financial Advisors
Pennsylvania
-$2.92K -21 Closed
M1FG
746
Mach-1 Financial Group
Arkansas
-$2.09M -15 Closed
SC
747
SouthState Corp
Florida
-$1.53K -11 Closed
CB
748
CNB Bank
Pennsylvania
-$1.39K -10 Closed
IHWM
749
Iron Horse Wealth Management
Iowa
-$1.11K -8 Closed
MBFW
750
Morton Brown Family Wealth
Pennsylvania
-$695 -5 Closed