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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

690 hedge funds and large institutions have $10B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 195 increasing their positions, 295 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+8
Holders Change %
+1.17%
% of All Funds
10.03%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.64%
New
83
Increased
195
Reduced
295
Closed
68
Calls
$25.7M
Puts
$174M
Net Calls
-$148M
Net Calls Change
+$462M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$165M
2
Bank of America
Bank of America
North Carolina
+$58.7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$41.4M
4
SP
Symmetry Partners
Connecticut
+$40.7M
5
Goldman Sachs
Goldman Sachs
New York
+$40.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$72.2M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$63.1M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$45.7M
4
PP
Prudential plc
United Kingdom
-$27.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
226
Physician Wealth Advisors
Utah
$1.6M +$1.81K +9 +0.1%
CPBTD
227
Central Pacific Bank - Trust Division
Hawaii
$1.6M +$1.04M +5,334 +187%
CWA
228
Clarus Wealth Advisors
Arizona
$1.59M +$1.59M +7,905 New
William Blair & Company
229
William Blair & Company
Illinois
$1.57M +$29K +149 +2%
CWM
230
CCG Wealth Management
California
$1.56M -$295K -1,513 -16%
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$1.55M +$1.14M +5,862 +281%
AWM
232
Apollon Wealth Management
South Carolina
$1.53M -$95.3K -489 -6%
FFN
233
Focus Financial Network
Minnesota
$1.53M +$1.16K +6 +0.1%
TC
234
TownSquare Capital
Utah
$1.51M -$496K -2,547 -25%
PAG
235
Private Advisory Group
Washington
$1.5M -$4.2M -21,576 -74%
MWM
236
MorganRosel Wealth Management
Colorado
$1.5M +$122K +624 +9%
SIS
237
Sound Income Strategies
Florida
$1.47M -$8.58K -44 -0.6%
BBNB
238
Baker Boyer National Bank
Washington
$1.47M +$89.8K +461 +7%
MFG
239
Merit Financial Group
Georgia
$1.46M -$223K -1,146 -13%
SFS
240
Security Financial Services
Indiana
$1.45M -$776K -3,980 -35%
CWP
241
Cyndeo Wealth Partners
Florida
$1.44M +$152K +778 +12%
CCMG
242
Clark Capital Management Group
Pennsylvania
$1.44M -$45.7M -234,613 -97%
MCWS
243
McKinley Carter Wealth Services
West Virginia
$1.44M -$101K -516 -7%
QC
244
Quent Capital
New York
$1.42M +$158K +811 +12%
CCFM
245
Clear Creek Financial Management
Washington
$1.41M +$163K +837 +13%
DWM
246
Dynasty Wealth Management
Florida
$1.4M +$284K +1,457 +26%
Thrivent Financial for Lutherans
247
Thrivent Financial for Lutherans
Minnesota
$1.38M -$43K -221 -3%
GC
248
GFG Capital
Florida
$1.38M +$390 +2 +0%
SMG
249
Smart Money Group
Texas
$1.37M +$1.34K +7 +0.1%
DFCM
250
Dark Forest Capital Management
Puerto Rico
$1.37M +$933K +4,787 +213%
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