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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 %
DWA
251
Dorsey Wright & Associates
California
$2.47M -$34.3K -166 -1%
KC
252
Kades & Cheifetz
Pennsylvania
$2.46M +$2.46M +11,891 New
DA
253
Detalus Advisors
Missouri
$2.45M +$52.8K +255 +2%
FHA
254
First Horizon Advisors
Tennessee
$2.43M +$2.43M +11,744 New
WCG
255
Weaver Consulting Group
California
$2.43M +$2.28K +11 +0.1%
BBWP
256
Beacon Bridge Wealth Partners
Pennsylvania
$2.41M +$2.41M +11,662 New
LPT
257
Legacy Private Trust
Wisconsin
$2.4M -$131K -631 -5%
GWM
258
Geneos Wealth Management
Colorado
$2.4M +$127K +615 +6%
Jane Street
259
Jane Street
New York
$2.36M +$2.36M +11,410 New
JGC
260
J. Goldman & Co
New York
$2.36M +$1.81M +8,747 +330%
1L
261
10Elms LLP
Oklahoma
$2.31M +$2.31M +11,180 New
SWP
262
ShoreHaven Wealth Partners
New Jersey
$2.31M +$2.31M +11,144 New
MCM
263
MAI Capital Management
Ohio
$2.3M -$13.7K -66 -0.6%
KWM
264
Keebeck Wealth Management
Illinois
$2.3M +$2.3M +11,101 New
GS
265
GTS Securities
New York
$2.29M +$986K +4,765 +75%
CG
266
Caprock Group
Idaho
$2.26M +$2.26M +10,940 New
SWM
267
SigFig Wealth Management
California
$2.25M +$2.25M +10,827 New
DCM
268
Donaldson Capital Management
Indiana
$2.24M -$230K -1,111 -9%
MFGP
269
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.21M +$665K +3,212 +43%
JSW
270
Journey Strategic Wealth
New Jersey
$2.18M -$10.6K -51 -0.5%
AF
271
Allworth Financial
California
$2.16M +$29.3K +132 +1%
HF
272
HRT Financial
New York
$2.15M -$2.37M -11,445 -52%
CIAS
273
Capital Investment Advisory Services
North Carolina
$2.15M +$21.3K +103 +1%
MWM
274
Mosley Wealth Management
California
$2.12M +$1.23M +5,679 +137%
TA
275
TFB Advisors
Kansas
$2.11M -$828 -4 -0%
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