MTUM icon

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 %
KWM
776
Kingsview Wealth Management
Oregon
– -$235K -1,612 Closed
FCH
777
Freestone Capital Holdings
Washington
– -$230K -1,577 Closed
TA
778
TrueWealth Advisors
Alabama
– -$226K -1,550 Closed
SPI
779
Sutton Place Investors
New York
– -$226K -1,546 Closed
CCM
780
Carlson Capital Management
Minnesota
– -$224K -1,535 Closed
CAAS
781
Capital Asset Advisory Services
Michigan
– -$219K -1,502 Closed
NRI
782
NFP Retirement Inc
California
– -$214K -1,466 Closed
PFG
783
Peterson Financial Group
Iowa
– -$208K -1,423 Closed
AFP
784
Ausdal Financial Partners
Iowa
– -$208K -1,422 Closed
ACP
785
Aveo Capital Partners
Colorado
– -$203K -1,389 Closed
NL
786
NKCFO LLC
Illinois
– -$175K -1,200 Closed
ACP
787
Arcus Capital Partners
Georgia
– -$99.5K -682 Closed
CTA
788
Colonial Trust Advisors
South Carolina
– -$50.2K -344 Closed
MSCM
789
McElhenny Sheffield Capital Management
Texas
– -$48.9K -335 Closed
ZIG
790
Zullo Investment Group
Pennsylvania
– -$47.3K -324 Closed
RIA
791
Realta Investment Advisors
Delaware
– -$46.3K -317 Closed
WOSD
792
WFA of San Diego
California
– -$26.9K -184 Closed
AIM
793
Anchor Investment Management
South Carolina
– -$26.6K -182 Closed
BCMLT
794
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$26.3K -180 Closed
TWD
795
True Wealth Design
Ohio
– -$25.4K -174 Closed
CS
796
Credit Suisse
Switzerland
– -$20.3K -139 Closed
AWM
797
Accurate Wealth Management
Florida
– -$15.5K -107 Closed
FA
798
Fiduciary Alliance
South Carolina
– -$13.4K -92 Closed
Jones Financial Companies
799
Jones Financial Companies
Missouri
– -$10K -69 Closed
MPCL
800
My Personal CFO LLC
Washington
– -$9.05K -62 Closed
29 30 31
32
33