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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 %
AHC
151
Anderson Hoagland & Co
Missouri
$3.05M -$135K -965 -4%
TVAMP
152
Tennessee Valley Asset Management Partners
Tennessee
$3M +$69.4K +497 +2%
CAG
153
Csenge Advisory Group
Florida
$2.95M -$10.3K -74 -0.3%
Betterment LLC
154
Betterment LLC
New York
$2.91M +$372K +2,662 +15%
GPA
155
Guerra Pan Advisors
New Jersey
$2.91M -$464K -3,324 -14%
OCBCO
156
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.88M +$2.88M +20,634 New
GIA
157
Gladstone Institutional Advisory
Florida
$2.87M +$173K +1,238 +6%
DADC
158
D.A. Davidson & Co
Montana
$2.86M -$111K -796 -4%
IB
159
Intrust Bank
Kansas
$2.84M -$137K -978 -5%
FBFS
160
First Business Financial Services
Wisconsin
$2.84M -$7.54K -54 -0.3%
SRC
161
Shufro Rose & Co
New York
$2.79M +$381K +2,726 +16%
ECA
162
Elevated Capital Advisors
Utah
$2.74M +$9.36K +67 +0.3%
UA
163
Unison Advisors
District of Columbia
$2.65M +$21.7K +155 +0.8%
BA
164
Bellwether Advisors
Nebraska
$2.62M -$48.9K -350 -2%
GFA
165
Gallagher Fiduciary Advisors
Illinois
$2.47M -$632K -4,527 -20%
LPT
166
Legacy Private Trust
Wisconsin
$2.43M -$1.06M -7,559 -30%
KPWS
167
Kestra Private Wealth Services
Texas
$2.38M +$136K +977 +6%
Comerica Bank
168
Comerica Bank
Texas
$2.36M +$2.36M +16,876 New
KSWA
169
Kathleen S. Wright Associates
Pennsylvania
$2.35M -$231K -1,651 -9%
SC
170
Scotia Capital
Ontario, Canada
$2.31M -$1.55M -11,066 -40%
VA
171
Valmark Advisers
Ohio
$2.28M -$80.2K -574 -3%
LF
172
Lee Financial
Texas
$2.28M -$4.37M -31,259 -66%
MCM
173
MAI Capital Management
Ohio
$2.26M -$347K -2,485 -13%
AAS
174
Avantax Advisory Services
Texas
$2.26M +$1.09M +7,785 +93%
CFO
175
CVA Family Office
Colorado
$2.26M -$251K -1,796 -10%
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