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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 %
CIAS
201
CFS Investment Advisory Services
New Jersey
$2.7M -$5.58M -40,105 -67%
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
$2.7M -$183K -1,317 -6%
BA
203
Bellwether Advisors
Nebraska
$2.69M -$140K -1,008 -5%
KPWS
204
Kestra Private Wealth Services
Texas
$2.65M -$207K -1,486 -7%
HGWM
205
Horst & Graben Wealth Management
Oregon
$2.62M -$1.32M -9,476 -33%
CFO
206
CVA Family Office
Colorado
$2.56M -$43.2K -311 -2%
CA
207
Cetera Advisors
Colorado
$2.52M -$3.55M -25,523 -58%
SB
208
Strategic Blueprint
Georgia
$2.48M +$543K +3,903 +28%
RSWM
209
Robertson Stephens Wealth Management
California
$2.46M -$465K -3,345 -16%
ECA
210
Elevated Capital Advisors
Utah
$2.42M -$75.4K -542 -3%
VA
211
Valmark Advisers
Ohio
$2.39M -$359K -2,584 -13%
FFP
212
FourThought Financial Partners
Florida
$2.39M -$7.09K -51 -0.3%
Qube Research & Technologies (QRT)
213
Qube Research & Technologies (QRT)
United Kingdom
$2.34M +$2.06M +14,823 +748%
SPI
214
Santori & Peters Inc
Pennsylvania
$2.31M -$7.42M -53,349 -76%
RWG
215
Regal Wealth Group
California
$2.31M -$863K -6,035 -27%
UA
216
Unison Advisors
District of Columbia
$2.3M +$46.3K +333 +2%
WCG
217
Weaver Consulting Group
California
$2.2M -$181K -1,299 -8%
WWM
218
Western Wealth Management
Colorado
$2.15M -$488K -3,512 -18%
Betterment LLC
219
Betterment LLC
New York
$2.15M +$435K +3,127 +25%
M1FG
220
Mach-1 Financial Group
Arkansas
$2.09M +$2.09M +15 New
FWM
221
Fortress Wealth Management
California
$2.06M -$507K -3,647 -20%
SWM
222
Scissortail Wealth Management
Oklahoma
$2.05M -$367K -2,636 -15%
SA
223
Scarborough Advisors
Maryland
$2.03M -$2.04M -14,663 -50%
HH
224
Hilltop Holdings
Texas
$2.03M -$76.1K -547 -4%
PA
225
PFG Advisors
Arizona
$2M -$351K -2,526 -15%
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