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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 %
SIA
176
Strategic Investment Advisors
Michigan
$3.68M +$367K +2,639 +11%
RJT
177
Raymond James Trust
Florida
$3.59M +$133K +955 +4%
Millennium Management
178
Millennium Management
New York
$3.55M -$459K -3,301 -11%
LCC
179
Lincoln Capital Corp
Rhode Island
$3.54M +$20.2K +145 +0.6%
GPA
180
Guerra Pan Advisors
New Jersey
$3.42M -$12.5K -90 -0.4%
SWM
181
Spire Wealth Management
Virginia
$3.32M +$1.32M +9,463 +65%
BBP
182
Banco BTG Pactual
Brazil
$3.31M +$3.31M +23,540 New
IB
183
Intrust Bank
Kansas
$3.3M -$32.8K -236 -1%
BCI
184
Brinker Capital Investments
Pennsylvania
$3.29M +$211K +1,517 +7%
OPS
185
Orion Portfolio Solutions
Nebraska
$3.29M +$307K +2,210 +10%
GFA
186
Gallagher Fiduciary Advisors
Illinois
$3.22M +$3.22M +23,190 New
DADC
187
D.A. Davidson & Co
Montana
$3.21M -$15K -108 -0.5%
SEP
188
Southland Equity Partners
Missouri
$3.16M -$4.31K -31 -0.1%
DA
189
Detalus Advisors
Missouri
$3.12M +$264K +1,897 +9%
NA
190
NewEdge Advisors
Louisiana
$3.09M -$5.85M -42,065 -65%
AI
191
Atria Investments
North Carolina
$3.04M -$6.13M -44,088 -67%
KSWA
192
Kathleen S. Wright Associates
Pennsylvania
$3.02M -$187K -1,342 -6%
FTUS
193
Flow Traders U.S.
New York
$2.93M +$2.93M +21,047 New
GIA
194
Gladstone Institutional Advisory
Florida
$2.92M +$13.5K +97 +0.5%
AF
195
Allworth Financial
California
$2.84M +$1.4M +10,046 +97%
GC
196
GFG Capital
Florida
$2.82M -$131K -475 -4%
Renaissance Technologies
197
Renaissance Technologies
New York
$2.8M +$2.8M +20,100 New
CAG
198
Csenge Advisory Group
Florida
$2.79M -$721K -5,185 -21%
CFGS
199
Concourse Financial Group Securities
Alabama
$2.78M -$1M -7,209 -27%
IWP
200
IAG Wealth Partners
Wisconsin
$2.77M -$672K -4,832 -20%
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