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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 %
BTWM
751
Baker Tilly Wealth Management
Wisconsin
– -$458K -3,137 Closed
OMC
752
Old Mission Capital
Illinois
– -$452K -3,100 Closed
GWP
753
Gateway Wealth Partners
Wisconsin
– -$414K -2,839 Closed
IWA
754
IBEX Wealth Advisors
New Jersey
– -$412K -2,824 Closed
Walleye Trading
755
Walleye Trading
New York
– -$401K -2,745 Closed
LSA
756
Lion Street Advisors
Texas
– -$475K -2,491 Closed
AFO
757
Allie Family Office
Florida
– -$355K -2,433 Closed
CRI
758
Commonwealth Retirement Investments
Virginia
– -$354K -2,428 Closed
D
759
Dentgroup
Louisiana
– -$353K -2,416 Closed
SW
760
Simplicity Wealth
New Jersey
– -$332K -2,273 Closed
PPC
761
Park Place Capital
Alabama
– -$327K -2,241 Closed
ICP
762
Interchange Capital Partners
Pennsylvania
– -$317K -2,172 Closed
TPSF
763
Texas Permanent School Fund
Texas
– -$312K -2,139 Closed
WAL
764
W Advisors LLC
Tennessee
– -$310K -2,125 Closed
RFP
765
RCS Financial Planning
Maryland
– -$307K -2,107 Closed
USCWA
766
U.S. Capital Wealth Advisors
Texas
– -$293K -2,007 Closed
FFG
767
Ford Financial Group
California
– -$291K -1,996 Closed
HIM
768
Hanlon Investment Management
New Jersey
– -$286K -1,957 Closed
VCP
769
Verus Capital Partners
Arizona
– -$264K -1,809 Closed
AWMNH
770
Arcadia Wealth Management (New Hampshire)
New Hampshire
– -$258K -1,765 Closed
LFA
771
LGT Financial Advisors
Texas
– -$257K -1,763 Closed
TPWA
772
TRUE Private Wealth Advisors
Oregon
– -$248K -1,699 Closed
IAA
773
Independent Advisor Alliance
North Carolina
– -$246K -1,684 Closed
MWA
774
Meridian Wealth Advisors
Texas
– -$244K -1,669 Closed
3LCM
775
3D/L Capital Management
Connecticut
– -$242K -1,657 Closed
29 30
31
32 33