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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 %
GWM
201
Geneos Wealth Management
Colorado
$1.55M +$44.7K +320 +3%
SFO
202
Stokes Family Office
Louisiana
$1.55M -$6.39M -45,718 -81%
Squarepoint
203
Squarepoint
New York
$1.54M -$643K -4,600 -30%
FA
204
Faithward Advisors
Pennsylvania
$1.53M -$462K -3,132 -23%
DA
205
Detalus Advisors
Missouri
$1.53M -$20.3K -145 -1%
CIAS
206
Capital Investment Advisory Services
North Carolina
$1.47M +$34.6K +248 +2%
GA
207
Goldstein Advisors
Wisconsin
$1.45M -$199K -1,427 -12%
JWCA
208
J.W. Cole Advisors
Florida
$1.44M -$10.1K -72 -0.7%
CCP
209
Cassia Capital Partners
North Carolina
$1.43M -$1.8M -12,899 -56%
AWE
210
Avidian Wealth Enterprises
Texas
$1.41M -$69.9K -500 -5%
CBFP
211
Cedar Brook Financial Partners
Ohio
$1.4M +$13.6K +97 +1%
FGAM
212
Financial Gravity Asset Management
Texas
$1.38M +$1.25M +74,636 +958%
CFGS
213
Concourse Financial Group Securities
Alabama
$1.37M -$201K -1,433 -13%
DE
214
Day & Ennis
Georgia
$1.36M -$163K -1,170 -11%
CWM
215
CCG Wealth Management
California
$1.35M – – –
NEPWA
216
New England Private Wealth Advisors
Massachusetts
$1.34M +$838 +6 +0.1%
SF
217
Synovus Financial
Georgia
$1.33M -$46.4M -332,032 -97%
FFN
218
Focus Financial Network
Minnesota
$1.33M -$56.2K -401 -4%
RSWM
219
Robertson Stephens Wealth Management
California
$1.32M -$528K -3,765 -29%
AI
220
Atria Investments
North Carolina
$1.27M +$75.2K +538 +6%
MFGP
221
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.27M -$245K -1,754 -16%
Brown Advisory
222
Brown Advisory
Maryland
$1.26M -$14.7K -105 -1%
AC
223
Avestar Capital
New York
$1.26M +$1.01M +7,197 +406%
NA
224
NewEdge Advisors
Louisiana
$1.21M -$1.32M -9,458 -52%
Prudential Financial
225
Prudential Financial
New Jersey
$1.2M +$290K +2,073 +32%
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