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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

637 hedge funds and large institutions have $7.71B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 139 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
+21
Holders Change %
+3.41%
% of All Funds
9.34%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
92
Increased
139
Reduced
307
Closed
59
Calls
$5.96M
Puts
$2.18M
Net Calls
+$3.78M
Net Calls Change
+$5.53M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$429M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.12B
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.06B
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$518M
5
SC
Savant Capital
Illinois
$174M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$21.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$49.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$156K
4
BlackRock
BlackRock
New York
$127M
5
Bank of America
Bank of America
North Carolina
$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.12B +$36M +229,231 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.06B +$31.1M +198,308 +3%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$518M +$28.1M +178,945 +6%
Morgan Stanley
4
Morgan Stanley
New York
$429M +$209M +1,334,703 +95%
RJA
5
Raymond James & Associates
Florida
$400M -$1.6M -10,184 -0.4%
AssetMark Inc
6
AssetMark Inc
California
$258M +$9.72M +61,978 +4%
SOMRS
7
State of Michigan Retirement System
Michigan
$232M -$1.02M -6,500 -0.4%
Cerity Partners
8
Cerity Partners
New York
$179M -$3.95M -25,182 -2%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$178M +$15.2M +96,845 +9%
SC
10
Savant Capital
Illinois
$174M +$15.8M +100,463 +10%
Bank of America
11
Bank of America
North Carolina
$155M -$17.6M -112,464 -10%
BTI
12
Blue Trust Inc
Georgia
$144M -$2.06M -14,726 -1%
EWM
13
Empirical Wealth Management
Washington
$129M +$5.31M +33,816 +4%
BlackRock
14
BlackRock
New York
$127M -$26.4M -168,366 -17%
Corient Private Wealth
15
Corient Private Wealth
Florida
$103M +$513K +3,269 +0.5%
UBS Group
16
UBS Group
Switzerland
$92.7M -$4.95M -31,534 -5%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$89.6M -$10.5M -66,845 -10%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$88.8M -$5.04M -32,142 -5%
LPL Financial
19
LPL Financial
California
$88.7M -$5.02M -32,002 -5%
SP
20
Symmetry Partners
Connecticut
$84.3M +$1.19M +7,574 +1%
Wells Fargo
21
Wells Fargo
California
$69M +$7.5M +47,792 +12%
Ameriprise
22
Ameriprise
Minnesota
$68.3M -$3.96M -25,247 -5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$57.6M -$2.92M -18,584 -5%
KeyBank National Association
24
KeyBank National Association
Ohio
$55.9M -$2.68M -17,077 -5%
AC
25
Apella Capital
Connecticut
$50.7M -$3.44M -22,582 -6%
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