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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 %
CAM
126
Cozad Asset Management
Illinois
$4.38M -$95.6K -684 -2%
US Bancorp
127
US Bancorp
Minnesota
$4.34M -$135K -968 -3%
SIA
128
Strategic Investment Advisors
Michigan
$4.17M +$4.17M +29,876 New
AWS
129
Atria Wealth Solutions
New York
$4.15M -$409K -2,923 -9%
DCM
130
Donaldson Capital Management
Indiana
$4.07M -$7.9M -56,544 -66%
Allspring Global Investments
131
Allspring Global Investments
North Carolina
$4.02M – – –
HTC
132
Haverford Trust Company
Pennsylvania
$3.99M +$9.22K +66 +0.2%
RJT
133
Raymond James Trust
Florida
$3.88M -$114K -816 -3%
VHAM
134
Van Hulzen Asset Management
California
$3.86M -$220K -1,576 -5%
EIA
135
Eldridge Investment Advisors
New Hampshire
$3.79M -$243K -1,737 -6%
AC
136
Avant Capital
Louisiana
$3.78M -$112K -800 -3%
BCI
137
Brinker Capital Investments
Pennsylvania
$3.64M -$1.61M -11,520 -31%
OPS
138
Orion Portfolio Solutions
Nebraska
$3.64M -$1.61M -11,520 -31%
TC
139
TownSquare Capital
Utah
$3.62M +$2.18M +15,571 +151%
Goldman Sachs
140
Goldman Sachs
New York
$3.59M -$11.4M -81,615 -76%
SCM
141
SevenOneSeven Capital Management
Pennsylvania
$3.55M -$334K -2,268 -9%
Jane Street
142
Jane Street
New York
$3.5M -$12.7M -91,065 -78%
PFA
143
Professional Financial Advisors
Nebraska
$3.47M +$108K +771 +3%
IA
144
IFG Advisory
Georgia
$3.36M -$3.41M -24,425 -50%
PFA
145
Plotkin Financial Advisors
Maryland
$3.32M -$156K -1,116 -4%
RF
146
RHS Financial
California
$3.31M +$928K +6,640 +39%
SAG
147
SageView Advisory Group
California
$3.24M -$443K -3,168 -12%
RI
148
Rinkey Investments
California
$3.22M +$3.22M +23,066 New
EFG
149
Ethos Financial Group
Pennsylvania
$3.2M +$3.2M +22,835 New
SEP
150
Southland Equity Partners
Missouri
$3.11M -$22.9K -164 -0.7%
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