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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
$171M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$802M
3
SF
Synovus Financial
Georgia
$47.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$266M
5
RJA
Raymond James & Associates
Florida
$394M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$942M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$334M
3
BlackRock
BlackRock
New York
$148M
4
LPL Financial
LPL Financial
California
$116M
5
Morgan Stanley
Morgan Stanley
New York
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$942M -$437M -3,144,309 -32%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$802M +$58M +416,979 +8%
RJA
3
Raymond James & Associates
Florida
$394M +$17.5M +125,724 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$334M -$259M -1,864,774 -44%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$298M +$2.95M +21,208 +1%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$266M +$23.6M +169,647 +10%
SOMRS
7
State of Michigan Retirement System
Michigan
$261M +$14.2M +102,106 +6%
Bank of America
8
Bank of America
North Carolina
$248M -$35.2M -253,060 -12%
Morgan Stanley
9
Morgan Stanley
New York
$246M -$79.8M -573,874 -24%
AssetMark Inc
10
AssetMark Inc
California
$194M +$4.21M +30,308 +2%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$177M -$71.1M -511,045 -29%
EWA
12
EP Wealth Advisors
California
$171M +$170M +590,527 +24,770%
BTI
13
Blue Trust Inc
Georgia
$154M +$700K +4,794 +0.5%
BlackRock
14
BlackRock
New York
$148M -$110M -788,050 -42%
SC
15
Savant Capital
Illinois
$116M +$5.76M +41,451 +5%
LPL Financial
16
LPL Financial
California
$116M -$87M -625,474 -43%
UBS Group
17
UBS Group
Switzerland
$113M -$16M -115,186 -12%
EWM
18
Empirical Wealth Management
Washington
$97.6M +$9.13M +65,638 +10%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$95.1M -$5.85M -42,080 -6%
Corient Private Wealth
20
Corient Private Wealth
Florida
$87.8M +$1.57M +11,301 +2%
OFG
21
Oxford Financial Group
Indiana
$78.3M +$4.94M +35,527 +7%
Wells Fargo
22
Wells Fargo
California
$77M -$21.4M -153,831 -22%
Ameriprise
23
Ameriprise
Minnesota
$76.3M -$7.68M -55,250 -9%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$72.5M -$15.9M -114,584 -18%
KeyBank National Association
25
KeyBank National Association
Ohio
$67.2M -$7.9M -56,802 -11%
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