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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 %
FG
101
Foster Group
Iowa
$7.76M +$459K +3,301 +6%
BFG
102
Baron Financial Group
New Jersey
$7.69M +$64.7K +465 +0.8%
1832 Asset Management
103
1832 Asset Management
Ontario, Canada
$7.56M +$423K +3,040 +6%
CF
104
Centaurus Financial
California
$7.55M -$247K -1,779 -3%
HF
105
HRT Financial
New York
$7.55M +$7.55M +54,273 New
GFG
106
Goldstone Financial Group
Illinois
$7.46M +$7.46M +53,623 New
JE
107
JMAC Enterprises
Pennsylvania
$7.45M +$3.64M +26,207 +96%
RWA
108
Rainsberger Wealth Advisors
Colorado
$7.34M +$32K +230 +0.4%
KL
109
KilterHowling LLC
Colorado
$7.28M +$614K +4,418 +9%
IA
110
IFG Advisory
Georgia
$7.16M -$1.79M -12,879 -20%
SGWM
111
Sterling Group Wealth Management
California
$7.15M +$49.9K +359 +0.7%
SPIA
112
Steward Partners Investment Advisory
New York
$7.11M -$1.13M -8,101 -14%
MPW
113
MA Private Wealth
California
$7.1M +$1.17M +8,400 +20%
BMM
114
Berkshire Money Management
Massachusetts
$7M +$3.89K +28 +0.1%
TC
115
Tacita Capital
Ontario, Canada
$6.97M +$37.5K +270 +0.5%
SKK
116
Shepherd Kaplan Krochuk
Massachusetts
$6.9M +$952K +6,845 +16%
Creative Planning
117
Creative Planning
Kansas
$6.83M -$261K -1,875 -4%
EL
118
EWA LLC
Pennsylvania
$6.77M +$6.77M +48,285 New
TVAMP
119
Tennessee Valley Asset Management Partners
Tennessee
$6.66M +$2.99M +21,491 +81%
GWAG
120
Garrett Wealth Advisory Group
Texas
$6.63M -$19K -137 -0.3%
EC
121
EdgeRock Capital
Colorado
$6.39M -$2.73M -19,659 -30%
Franklin Resources
122
Franklin Resources
California
$6.38M -$5.09M -36,638 -44%
PFA
123
Professional Financial Advisors
Nebraska
$6.38M +$1.69M +10,061 +36%
CPC
124
Consolidated Planning Corp
Georgia
$6.33M -$65.9K -474 -1%
NYLIM
125
New York Life Investment Management
New York
$6.09M -$3.28M -23,578 -35%
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