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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 %
MWM
251
Modera Wealth Management
New Jersey
$1.37M +$599K +3,072 +78%
MW
252
Maia Wealth
Colorado
$1.36M +$1.36M +6,768 New
AA
253
ACT Advisors
North Carolina
$1.33M -$25.3K -130 -2%
SF
254
Synovus Financial
Georgia
$1.32M -$81.3K -417 -6%
GS
255
GTS Securities
New York
$1.31M +$1M +5,149 +327%
FTDI
256
First Trust Direct Indexing
Massachusetts
$1.3M +$36.2K +186 +3%
OAS
257
Optivise Advisory Services
Tennessee
$1.27M +$1.27M +6,536 New
TFS
258
Thoroughbred Financial Services
Tennessee
$1.27M +$29.4K +151 +2%
MWM
259
McNaughton Wealth Management
California
$1.26M -$33.5K -172 -3%
DADC
260
D.A. Davidson & Co
Montana
$1.25M +$12.1K +62 +1%
CFAM
261
Center For Asset Management
Florida
$1.24M +$35.3K +181 +3%
NRW
262
Nova R Wealth
Kansas
$1.23M -$37.6K -193 -3%
OPWM
263
Oakwell Private Wealth Management
Texas
$1.23M – – –
SAM
264
Smartleaf Asset Management
Massachusetts
$1.21M -$1.14M -5,847 -48%
FPAS
265
Focus Partners Advisor Solutions
Missouri
$1.21M +$222K +1,139 +23%
SBIA
266
Sheaff Brock Investment Advisors
Indiana
$1.2M +$31.2K +160 +3%
FWM
267
Fortress Wealth Management
California
$1.2M +$1.17K +6 +0.1%
TF
268
Trek Financial
Arizona
$1.19M +$17.9K +92 +2%
BP
269
Ballentine Partners
Massachusetts
$1.19M +$1.19M +6,117 New
MFG
270
Magnus Financial Group
New York
$1.19M +$199K +1,019 +20%
SC
271
Sierra Capital
Florida
$1.18M – – –
MA
272
Mutual Advisors
Nebraska
$1.18M -$6.61M -35,284 -85%
NAM
273
NTV Asset Management
West Virginia
$1.17M – – –
CD
274
Chapin Davis
Maryland
$1.17M -$40.9K -210 -3%
EH
275
Equitable Holdings
New York
$1.17M -$259K -1,331 -18%
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