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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
$171M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$802M
3
SF
Synovus Financial
Georgia
$47.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$266M
5
RJA
Raymond James & Associates
Florida
$394M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$942M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$334M
3
BlackRock
BlackRock
New York
$148M
4
LPL Financial
LPL Financial
California
$116M
5
Morgan Stanley
Morgan Stanley
New York
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
76
Donaldson Capital Management
Indiana
$12.6M +$566K +4,068 +5%
CCFM
77
Clear Creek Financial Management
Washington
$11.8M +$1.91M +13,754 +19%
PAG
78
Private Advisor Group
New Jersey
$11.8M -$777K -5,590 -6%
Truist Financial
79
Truist Financial
North Carolina
$11.4M -$5.08M -36,506 -31%
TWM
80
Trinity Wealth Management
Pennsylvania
$11.3M +$395K +2,841 +4%
CL
81
Choreo LLC
Illinois
$10.8M +$10.8M +77,898 New
SWA
82
Sax Wealth Advisors
New Jersey
$10.8M -$756K -5,435 -7%
AIM
83
Acropolis Investment Management
Missouri
$10.7M +$10.7M +76,855 New
HighTower Advisors
84
HighTower Advisors
Illinois
$10.4M -$2.03M -14,594 -16%
SWMG
85
Sanchez Wealth Management Group
Florida
$9.52M -$973 -7 -0%
BPA
86
Beacon Pointe Advisors
California
$9.39M -$193K -1,390 -2%
SWP
87
Stratos Wealth Partners
Ohio
$9.36M -$2.17M -15,605 -19%
Goldman Sachs
88
Goldman Sachs
New York
$9.3M +$5.8M +41,704 +165%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$9.15M -$447K -3,212 -5%
CCP
90
Cassia Capital Partners
North Carolina
$9.05M -$111K -797 -1%
SFO
91
Stokes Family Office
Louisiana
$8.95M -$15M -108,025 -63%
DILIC
92
Dai-ichi Life Insurance Company
Japan
$8.92M -$903K -6,491 -9%
SPA
93
Shore Point Advisors
New Jersey
$8.8M +$484K +3,483 +6%
SPC
94
Sigma Planning Corp
Michigan
$8.68M -$298K -2,145 -3%
Lido Advisors
95
Lido Advisors
California
$8.52M -$132K -947 -2%
PIN
96
Prudent Investors Network
California
$8.43M -$1.13M -8,149 -12%
CPIG
97
Chicago Partners Investment Group
Illinois
$8.36M -$358K -2,495 -4%
NMG
98
New Millennium Group
Utah
$8.25M +$101K +726 +1%
AWA
99
ARQ Wealth Advisors
Arizona
$8.04M -$3.29M -23,696 -29%
PAS
100
Park Avenue Securities
New York
$7.92M -$47.7M -342,955 -86%
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