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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
$436M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$914M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$966M
4
AAS
Ameritas Advisory Services
Nebraska
$29.6M
5
I
INVST
Indiana
$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$154M
2
OFG
Oxford Financial Group
Indiana
$18.9M
3
RJA
Raymond James & Associates
Florida
$358M
4
GC
GFG Capital
Florida
$985K
5
SOMRS
State of Michigan Retirement System
Michigan
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$966M +$38.7M +277,017 +4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$914M +$44.4M +317,802 +5%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$436M +$127M +912,515 +41%
RJA
4
Raymond James & Associates
Florida
$358M -$49.9M -357,194 -12%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$307M +$14.1M +101,051 +5%
AssetMark Inc
6
AssetMark Inc
California
$221M +$19.2M +137,311 +9%
SOMRS
7
State of Michigan Retirement System
Michigan
$207M -$46.6M -333,300 -18%
Morgan Stanley
8
Morgan Stanley
New York
$195M -$32.7M -234,033 -14%
Cerity Partners
9
Cerity Partners
New York
$163M -$10M -71,926 -6%
Bank of America
10
Bank of America
North Carolina
$154M -$75M -536,796 -33%
BTI
11
Blue Trust Inc
Georgia
$151M +$1.63M +11,310 +1%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$145M -$2.42M -17,295 -2%
SC
13
Savant Capital
Illinois
$141M +$14.1M +100,774 +11%
BlackRock
14
BlackRock
New York
$136M -$39.2M -280,556 -22%
EWM
15
Empirical Wealth Management
Washington
$110M +$4.36M +31,178 +4%
Corient Private Wealth
16
Corient Private Wealth
Florida
$91.2M +$1.9M +13,613 +2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$89.1M -$30.1M -215,603 -25%
UBS Group
18
UBS Group
Switzerland
$87M -$11.6M -82,885 -12%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$83.5M -$7M -50,104 -8%
LPL Financial
20
LPL Financial
California
$83.4M -$9.87M -70,632 -11%
SP
21
Symmetry Partners
Connecticut
$73.9M +$22.6M +161,753 +44%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$71.2M +$18.9M +135,609 +36%
Ameriprise
23
Ameriprise
Minnesota
$65.7M -$12M -84,222 -15%
Wells Fargo
24
Wells Fargo
California
$54.7M -$6.68M -47,842 -11%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$53.9M -$2.8M -20,064 -5%
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