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iShares MSCI USA Momentum Factor ETF
MTUM

868 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 220 funds opening new positions, 318 increasing their positions, 196 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

547% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 34

62% more repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 196

40% more capital invested

Capital invested by funds: $9.57B → $13.4B (+$3.85B)

28% more funds holding in top 10

Funds holding in top 10: 36 → 46 (+10)

24% more funds holding

Funds holding: 700 → 868 (+168)

5.91% more ownership

Funds ownership: 95.39% → 101.3% (+5.9%)

95% less call options, than puts

Call options by funds: $41.9M | Put options by funds: $780M

Holders
868
Holders Change
+168
Holders Change %
+24%
% of All Funds
11.43%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.61%
New
220
Increased
318
Reduced
196
Closed
34
Calls
$41.9M
Puts
$780M
Net Calls
-$738M
Net Calls Change
-$635M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$975M
2
LPL Financial
LPL Financial
California
+$280M
3
Goldman Sachs
Goldman Sachs
New York
+$192M
4
Morgan Stanley
Morgan Stanley
New York
+$161M
5
JP Morgan Chase
JP Morgan Chase
New York
+$159M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$211M
2
SC
Savant Capital
Illinois
-$19.2M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$14.3M
4
GM
GeoWealth Management
Illinois
-$12.5M
5
AC
Apella Capital
Connecticut
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
226
WealthShield Partners
North Carolina
$3.04M +$2.49M +11,908 +425%
PIA
227
Perennial Investment Advisors
California
$3.02M +$2.52M +12,032 +467%
SSA
228
Schonfeld Strategic Advisors
New York
$2.98M +$3.02M +14,415 New
BHWM
229
Bay Harbor Wealth Management
Maryland
$2.97M +$3.01M +14,346 New
KNFPWM
230
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.93M -$226K -1,078 -7%
AWA
231
Archvest Wealth Advisors
California
$2.86M +$748K +3,572 +35%
TC
232
TownSquare Capital
Utah
$2.82M +$1.44M +6,874 +102%
VA
233
Valmark Advisers
Ohio
$2.79M -$419 -2 -0%
5W
234
5T Wealth
California
$2.77M +$2.81M +13,401 New
IA
235
IFP Advisors
Florida
$2.77M +$569K +2,714 +25%
BIA
236
Biondo Investment Advisors
Pennsylvania
$2.75M +$96.2K +459 +4%
SC
237
Scotia Capital
Ontario, Canada
$2.74M -$1.74M -8,304 -39%
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$2.72M +$1.12M +5,358 +69%
CAM
239
Cresset Asset Management
Illinois
$2.71M -$280K -1,337 -9%
FFA
240
Farther Finance Advisors
California
$2.7M +$2.47M +11,794 +926%
RA
241
RoundAngle Advisors
New Jersey
$2.68M +$2.72M +12,959 New
FFWA
242
Forthright Family Wealth Advisory
Texas
$2.68M +$2.71M +12,949 New
PS
243
Principal Securities
Iowa
$2.66M +$1.93M +9,209 +253%
CAM
244
Cobblestone Asset Management
Virginia
$2.66M +$2.69M +12,839 New
BFA
245
Bright Financial Advisors
Michigan
$2.65M -$121K -576 -4%
WIA
246
World Investment Advisors
California
$2.62M +$1.03M +4,937 +64%
AWM
247
Apollon Wealth Management
South Carolina
$2.6M +$1M +4,778 +62%
SAG
248
SageView Advisory Group
California
$2.56M -$182K -867 -7%
SEIA
249
Signature Estate & Investment Advisors
California
$2.49M +$186K +889 +8%
WWM
250
Western Wealth Management
Colorado
$2.47M +$92.2K +440 +4%
8 9
10
11 12

MTUM Hedge Fund Activity: Q4 2024 in Review

868 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q4 2024, worth a combined $13.4B — up 40% from $9.57B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new MTUM positions and 34 closed out — a net gain of 186 holders — while 318 added to existing stakes and 196 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $975M. The largest seller was Mercer Global Advisors, cutting an estimated $211M.

  • 868 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q4 2024, up from 700 in Q3 2024.
  • Funds reported $13.4B of iShares MSCI USA Momentum Factor ETF stock for Q4 2024, up 40% quarter-over-quarter.
  • 220 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q4 2024 and 34 closed out, a net change of +186 holders.
  • The largest iShares MSCI USA Momentum Factor ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $975M added.
  • The largest iShares MSCI USA Momentum Factor ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $211M sold.

Based on aggregated 13F filings for Q4 2024.