MTUM icon

iShares MSCI USA Momentum Factor ETF

682 hedge funds and large institutions have $9.65B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 193 increasing their positions, 258 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+45
Holders Change %
+7.06%
% of All Funds
9.89%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.62%
New
115
Increased
193
Reduced
258
Closed
55
Calls
$32.3M
Puts
$643M
Net Calls
-$611M
Net Calls Change
-$614M
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
226
Capital Investment Advisory Services
North Carolina
$1.68M -$254K -1,355 -13%
PGF
227
Plan Group Financial
Oklahoma
$1.65M +$1.65M +8,823 New
MFGP
228
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.59M -$77.6K -414 -5%
AWM
229
Apollon Wealth Management
South Carolina
$1.57M +$32.6K +174 +2%
Brown Advisory
230
Brown Advisory
Maryland
$1.56M -$30K -160 -2%
MFG
231
Merit Financial Group
Georgia
$1.56M -$499K -2,772 -24%
SW
232
Simplicity Wealth
New Jersey
$1.51M +$1.51M +8,034 New
SWM
233
SigFig Wealth Management
California
$1.5M +$1.5M +8,008 New
Nomura Asset Management
234
Nomura Asset Management
Japan
$1.49M +$1.49M +7,935 New
William Blair & Company
235
William Blair & Company
Illinois
$1.48M +$107K +571 +8%
JGC
236
J. Goldman & Co
New York
$1.48M +$1.48M +7,899 New
MCWS
237
McKinley Carter Wealth Services
West Virginia
$1.48M +$32K +171 +2%
PWA
238
Physician Wealth Advisors
Utah
$1.44M +$10.9K +60 +0.8%
SIS
239
Sound Income Strategies
Florida
$1.42M +$1.37M +7,331 +2,956%
FFN
240
Focus Financial Network
Minnesota
$1.41M -$1.64M -9,203 -54%
EH
241
Equitable Holdings
New York
$1.37M -$230K -1,228 -14%
Thrivent Financial for Lutherans
242
Thrivent Financial for Lutherans
Minnesota
$1.37M -$6.93K -37 -0.5%
HW
243
Hancock Whitney
Mississippi
$1.36M
OCM
244
One Capital Management
California
$1.36M +$890K +4,752 +191%
SF
245
Synovus Financial
Georgia
$1.35M -$96.7K -516 -7%
BNP Paribas Financial Markets
246
BNP Paribas Financial Markets
France
$1.34M +$1.16M +6,199 +642%
MWM
247
MorganRosel Wealth Management
Colorado
$1.33M -$247K -1,321 -16%
BBNB
248
Baker Boyer National Bank
Washington
$1.33M +$168K +899 +15%
AC
249
Avestar Capital
New York
$1.32M -$838K -4,471 -39%
GC
250
GFG Capital
Florida
$1.32M +$749 +4 +0.1%