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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

863 hedge funds and large institutions have $13.4B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 317 increasing their positions, 196 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
863
Holders Change
+165
Holders Change %
+23.64%
% of All Funds
11.49%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.61%
New
217
Increased
317
Reduced
196
Closed
34
Calls
$41.9M
Puts
$780M
Net Calls
-$738M
Net Calls Change
-$635M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$963M
2
LPL Financial
LPL Financial
California
+$276M
3
Goldman Sachs
Goldman Sachs
New York
+$190M
4
Morgan Stanley
Morgan Stanley
New York
+$159M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$157M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$208M
2
SC
Savant Capital
Illinois
-$18.9M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$14.1M
4
GM
GeoWealth Management
Illinois
-$12.3M
5
AC
Apella Capital
Connecticut
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
226
WealthShield Partners
North Carolina
$3.04M +$2.46M +11,908 +425%
PIA
227
Perennial Investment Advisors
California
$3.02M +$2.49M +12,032 +467%
SSA
228
Schonfeld Strategic Advisors
New York
$2.98M +$2.98M +14,415 New
BHWM
229
Bay Harbor Wealth Management
Maryland
$2.97M +$2.97M +14,346 New
KNFPWM
230
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.93M -$223K -1,078 -7%
AWA
231
Archvest Wealth Advisors
California
$2.86M +$739K +3,572 +35%
TC
232
TownSquare Capital
Utah
$2.82M +$1.42M +6,874 +102%
VA
233
Valmark Advisers
Ohio
$2.79M -$414 -2 -0%
5W
234
5T Wealth
California
$2.77M +$2.77M +13,401 New
IA
235
IFP Advisors
Florida
$2.77M +$562K +2,714 +25%
BIA
236
Biondo Investment Advisors
Pennsylvania
$2.75M +$95K +459 +4%
SC
237
Scotia Capital
Ontario, Canada
$2.74M -$1.72M -8,304 -39%
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$2.72M +$1.11M +5,358 +69%
CAM
239
Cresset Asset Management
Illinois
$2.71M -$277K -1,337 -9%
FFA
240
Farther Finance Advisors
California
$2.7M +$2.44M +11,794 +926%
RA
241
RoundAngle Advisors
New Jersey
$2.68M +$2.68M +12,959 New
FFWA
242
Forthright Family Wealth Advisory
Texas
$2.68M +$2.68M +12,949 New
PS
243
Principal Securities
Iowa
$2.66M +$1.91M +9,209 +253%
CAM
244
Cobblestone Asset Management
Virginia
$2.66M +$2.66M +12,839 New
BFA
245
Bright Financial Advisors
Michigan
$2.65M -$119K -576 -4%
WIA
246
World Investment Advisors
California
$2.62M +$1.02M +4,937 +64%
AWM
247
Apollon Wealth Management
South Carolina
$2.6M +$989K +4,778 +62%
SAG
248
SageView Advisory Group
California
$2.56M -$179K -867 -7%
SEIA
249
Signature Estate & Investment Advisors
California
$2.49M +$184K +889 +8%
WWM
250
Western Wealth Management
Colorado
$2.47M +$91K +440 +4%
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