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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 %
OWM
126
Opes Wealth Management
California
$6.04M +$36.8K +265 +0.6%
NRW
127
Nova R Wealth
Kansas
$5.98M +$624K +4,489 +12%
KAS
128
Kestra Advisory Services
Texas
$5.94M -$8.05M -57,877 -58%
TRCT
129
Tower Research Capital (TRC)
New York
$5.9M +$5.9M +42,402 +4,240,200%
LPT
130
Legacy Private Trust
Wisconsin
$5.85M -$2.22M -15,953 -27%
BWIA
131
Bryant Woods Investment Advisors
New York
$5.79M -$35K -252 -0.6%
HTC
132
Haverford Trust Company
Pennsylvania
$5.77M +$471K +3,384 +9%
MC
133
McMorgan & Co
California
$5.65M +$5.65M +40,612 New
MFG
134
Merit Financial Group
Georgia
$5.56M -$4.47M -32,150 -45%
JSW
135
Journey Strategic Wealth
New Jersey
$5.55M +$5.55M +39,947 New
SFS
136
Security Financial Services
Indiana
$5.54M +$315K +2,266 +6%
WP
137
WealthSource Partners
California
$5.5M -$11.5M -82,932 -68%
DRS
138
Deane Retirement Strategies
Louisiana
$5.48M +$321K +2,310 +6%
Wolverine Trading
139
Wolverine Trading
Illinois
$5.44M +$4.75M +34,403 +681%
RFM
140
Royal Fund Management
Florida
$5.41M -$507K -3,643 -9%
3F
141
360 Financial
Minnesota
$5.37M -$796K -5,725 -13%
HI
142
Harbour Investments
Wisconsin
$5.37M +$1.39M +9,975 +35%
ACA
143
Atlas Capital Advisors
Wyoming
$5.28M -$202K -1,455 -4%
AHC
144
Anderson Hoagland & Co
Missouri
$5.26M -$3.26M -23,418 -38%
AWS
145
Atria Wealth Solutions
New York
$5.22M -$8.27M -59,478 -61%
EWA
146
Exencial Wealth Advisors
Oklahoma
$5.05M -$16.5K -119 -0.3%
CP
147
Capital Planning
Washington
$4.95M +$640K +4,603 +15%
Citadel Advisors
148
Citadel Advisors
Florida
$4.9M +$929K +6,679 +23%
FAIM
149
Financial Advocates Investment Management
Washington
$4.9M -$167K -1,211 -3%
US Bancorp
150
US Bancorp
Minnesota
$4.88M -$530K -3,813 -10%
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