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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 %
Qube Research & Technologies (QRT)
176
Qube Research & Technologies (QRT)
United Kingdom
$2.18M +$1.02M +7,311 +88%
AWM
177
Avior Wealth Management
Nebraska
$2.18M -$822K -5,881 -27%
Marshall Wace
178
Marshall Wace
United Kingdom
$2.15M +$2.15M +15,404 New
MFG
179
Merit Financial Group
Georgia
$1.95M -$1.5M -10,770 -44%
CAM
180
Cresset Asset Management
Illinois
$1.94M -$41K -293 -2%
WCG
181
Weaver Consulting Group
California
$1.93M -$160K -1,146 -8%
AGAM
182
Audent Global Asset Management
California
$1.91M -$297K -2,123 -13%
FWM
183
Fortress Wealth Management
California
$1.86M -$978 -7 -0.1%
JPMPWA
184
J.P. Morgan Private Wealth Advisors
California
$1.86M -$853K -6,109 -32%
PA
185
Parallel Advisors
California
$1.84M +$140K +1,001 +8%
LNC
186
Lincoln National Corp
Pennsylvania
$1.79M +$112K +799 +7%
CIAS
187
CFS Investment Advisory Services
New Jersey
$1.79M -$375K -2,685 -17%
WWM
188
Western Wealth Management
Colorado
$1.78M -$173K -1,235 -9%
SCP
189
Syntal Capital Partners
Texas
$1.77M -$2.11M -15,078 -54%
SWM
190
Spire Wealth Management
Virginia
$1.73M -$1.5M -10,713 -46%
CA
191
Cetera Advisors
Colorado
$1.7M -$291K -2,085 -15%
BIA
192
Biondo Investment Advisors
Pennsylvania
$1.69M +$73.8K +528 +5%
FA
193
Fermata Advisors
California
$1.67M +$102K +730 +7%
WA
194
Win Advisors
Florida
$1.66M +$1.66M +11,847 New
Envestnet Portfolio Solutions
195
Envestnet Portfolio Solutions
Illinois
$1.61M +$1.61M +11,525 New
AF
196
Allworth Financial
California
$1.61M -$452K -3,237 -22%
TA
197
TFB Advisors
Kansas
$1.6M +$201K +1,437 +14%
JSW
198
Journey Strategic Wealth
New Jersey
$1.6M -$4.57M -32,714 -74%
CAG
199
Crestwood Advisors Group
Massachusetts
$1.57M +$62.7K +449 +4%
NRW
200
Nova R Wealth
Kansas
$1.57M -$4.37M -31,273 -74%
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