MTUM icon

iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

616 hedge funds and large institutions have $7.17B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 308 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
-27
Holders Change %
-4.2%
% of All Funds
9.82%
Holding in Top 10
43
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.44%
% of All Funds
0.69%
New
53
Increased
139
Reduced
308
Closed
71
Calls
$3.93M
Puts
$5.68M
Net Calls
-$1.75M
Net Calls Change
-$3.51M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$436M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$914M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$966M
4
AAS
Ameritas Advisory Services
Nebraska
$29.6M
5
I
INVST
Indiana
$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$154M
2
OFG
Oxford Financial Group
Indiana
$18.9M
3
RJA
Raymond James & Associates
Florida
$358M
4
GC
GFG Capital
Florida
$985K
5
SOMRS
State of Michigan Retirement System
Michigan
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$9.53M -$1.58M -11,295 -14%
BPA
77
Beacon Pointe Advisors
California
$9.37M +$148K +1,061 +2%
FG
78
Foster Group
Iowa
$9.29M +$577K +4,128 +7%
MPW
79
MA Private Wealth
California
$9.09M +$1.87M +13,400 +26%
PIN
80
Prudent Investors Network
California
$8.93M +$650K +4,654 +8%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$8.78M -$9.91M -70,966 -53%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$8.49M -$535K -3,832 -6%
CL
83
Choreo LLC
Illinois
$8.08M -$3.88M -27,711 -32%
SPC
84
Sigma Planning Corp
Michigan
$7.82M +$16.1K +115 +0.2%
JE
85
JMAC Enterprises
Pennsylvania
$7.81M +$257K +1,841 +3%
TRCT
86
Tower Research Capital (TRC)
New York
$7.78M +$6.75M +48,341 +661%
SPWM
87
Straight Path Wealth Management
Michigan
$7.76M +$335K +2,401 +5%
BFG
88
Baron Financial Group
New Jersey
$7.61M -$156K -1,115 -2%
KL
89
KilterHowling LLC
Colorado
$7.61M +$182K +1,305 +2%
1832 Asset Management
90
1832 Asset Management
Ontario, Canada
$7.5M -$48.9K -350 -0.6%
AWA
91
ARQ Wealth Advisors
Arizona
$7.38M -$885K -6,336 -11%
RWA
92
Rainsberger Wealth Advisors
Colorado
$7.36M +$88K +630 +1%
KAS
93
Kestra Advisory Services
Texas
$7.26M +$1.91M +13,656 +36%
TC
94
Tacita Capital
Ontario, Canada
$7.17M +$36.3K +260 +0.5%
Stifel Financial
95
Stifel Financial
Missouri
$7.16M -$5.16M -36,927 -42%
CPIG
96
Chicago Partners Investment Group
Illinois
$7.13M -$464K -3,347 -6%
HF
97
HRT Financial
New York
$7.01M +$7.01M +50,180 New
EL
98
EWA LLC
Pennsylvania
$6.81M -$606K -4,107 -8%
CPC
99
Consolidated Planning Corp
Georgia
$6.72M -$395K -2,829 -6%
GWAG
100
Garrett Wealth Advisory Group
Texas
$6.59M -$33.5K -240 -0.5%
2 3
4
5 6