iShares MSCI USA Momentum Factor ETF
MTUM
MTUM
643 hedge funds and large institutions have $7.66B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 141 increasing their positions, 348 reducing their positions, and 109 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-57
Holders Change %
-8.14%
% of All Funds
10.14%
Holding in Top 10
45
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-25%
% of All Funds
0.71%
New
55
Increased
141
Reduced
348
Closed
109
Calls
$4.49M
Puts
$2.73M
Net Calls
+$1.76M
Net Calls Change
+$1.96M
Top Buyers
| 1 |
Cerity Partners
New York
|
+$178M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$66M |
| 3 |
BlackRock
New York
|
+$27.2M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$26.2M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$12.9M |
Top Sellers
| 1 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
-$1.55B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$224M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$129M |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$47.2M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$40.9M |
