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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
+$127M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$44.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.7M
4
AAS
Ameritas Advisory Services
Nebraska
+$26M
5
I
INVST
Indiana
+$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$75M
2
OFG
Oxford Financial Group
Indiana
-$59M
3
RJA
Raymond James & Associates
Florida
-$49.9M
4
GC
GFG Capital
Florida
-$48.8M
5
SOMRS
State of Michigan Retirement System
Michigan
-$46.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
101
Opes Wealth Management
California
$6.52M +$337K +2,411 +5%
SPIA
102
Steward Partners Investment Advisory
New York
$6.28M -$598K -4,283 -9%
CF
103
Centaurus Financial
California
$6.17M -$313K -2,243 -5%
HighTower Advisors
104
HighTower Advisors
Illinois
$6.12M -$2.6M -18,623 -30%
SWA
105
Sax Wealth Advisors
New Jersey
$6.07M -$2.79M -19,980 -32%
Franklin Resources
106
Franklin Resources
California
$6.05M +$3.29M +23,554 +119%
DILIC
107
Dai-ichi Life Insurance Company
Japan
$6.05M -$2.66M -19,008 -31%
Mariner
108
Mariner
Kansas
$5.97M -$5.44M -38,932 -48%
PG
109
Prostatis Group
Maryland
$5.85M +$1.04M +7,426 +22%
EC
110
EdgeRock Capital
Colorado
$5.8M +$529K +3,779 +10%
BWIA
111
Bryant Woods Investment Advisors
New York
$5.74M -$167K -1,193 -3%
3F
112
360 Financial
Minnesota
$5.53M +$293K +2,097 +6%
SKK
113
Shepherd Kaplan Krochuk
Massachusetts
$5.46M -$282K -2,016 -5%
CP
114
Capital Planning
Washington
$5.29M +$192K +1,372 +4%
Creative Planning
115
Creative Planning
Kansas
$5.27M -$1.26M -9,029 -19%
HI
116
Harbour Investments
Wisconsin
$5.15M -$272K -1,945 -5%
Truist Financial
117
Truist Financial
North Carolina
$5.07M -$112K -805 -2%
ACA
118
Atlas Capital Advisors
Wyoming
$4.96M -$20K -143 -0.4%
RFM
119
Royal Fund Management
Florida
$4.79M -$238K -1,704 -5%
BWM
120
Brickley Wealth Management
California
$4.79M -$35.6K -255 -0.7%
PCIA
121
Prime Capital Investment Advisors
Kansas
$4.75M -$290K -2,075 -6%
EWA
122
Exencial Wealth Advisors
Oklahoma
$4.69M -$249K -1,781 -5%
WP
123
WealthSource Partners
California
$4.6M -$303K -2,171 -6%
SFS
124
Security Financial Services
Indiana
$4.49M +$19.7K +141 +0.4%
FAIM
125
Financial Advocates Investment Management
Washington
$4.47M -$339K -2,430 -7%
3 4
5
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