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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 %
BWM
151
Brickley Wealth Management
California
$4.8M +$568K +4,086 +13%
AT
152
Arden Trust
Delaware
$4.73M +$4.73M +33,991 New
SC
153
Scotia Capital
Ontario, Canada
$4.72M -$1.74M -12,508 -27%
SAG
154
SageView Advisory Group
California
$4.7M -$2.41M -17,354 -34%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$4.52M -$12.4M -88,915 -73%
SPWM
156
Straight Path Wealth Management
Michigan
$4.52M +$318K +2,286 +8%
CAM
157
Cozad Asset Management
Illinois
$4.45M +$151K +1,087 +4%
Two Sigma Advisers
158
Two Sigma Advisers
New York
$4.44M +$4.44M +31,900 New
EIA
159
Eldridge Investment Advisors
New Hampshire
$4.38M -$169K -1,212 -4%
LSA
160
Lansing Street Advisors
Pennsylvania
$4.35M -$824K -5,924 -16%
FBFS
161
First Business Financial Services
Wisconsin
$4.29M – – –
MFG
162
Monumental Financial Group
Maryland
$4.23M +$192K +1,384 +5%
VHAM
163
Van Hulzen Asset Management
California
$4.16M -$5.6M -40,273 -57%
Barclays
164
Barclays
United Kingdom
$4.15M +$4.15M +29,824 New
Allspring Global Investments
165
Allspring Global Investments
North Carolina
$4M – – –
JPMPWA
166
J.P. Morgan Private Wealth Advisors
California
$4M -$1.86M -13,366 -32%
PG
167
Prostatis Group
Maryland
$3.97M +$3.97M +28,275 New
NL
168
Navalign LLC
California
$3.96M -$26.7K -192 -0.7%
AC
169
Avant Capital
Louisiana
$3.93M -$74.7K -537 -2%
FLA
170
Financial Life Advisors
Texas
$3.93M +$2.01M +14,429 +104%
SCP
171
Syntal Capital Partners
Texas
$3.85M -$217K -1,564 -5%
SCM
172
SevenOneSeven Capital Management
Pennsylvania
$3.75M +$160K +1,142 +4%
UWPG
173
Ullmann Wealth Partners Group
Florida
$3.71M -$1.37M -9,872 -27%
MCM
174
MAI Capital Management
Ohio
$3.7M -$1.1M -7,932 -23%
PFA
175
Plotkin Financial Advisors
Maryland
$3.69M -$120K -864 -3%
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