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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
DWA
251
Dorsey Wright & Associates
California
$2.47M -$34.8K -166 -1%
KC
252
Kades & Cheifetz
Pennsylvania
$2.46M +$2.49M +11,891 New
DA
253
Detalus Advisors
Missouri
$2.45M +$53.4K +255 +2%
FHA
254
First Horizon Advisors
Tennessee
$2.43M +$2.46M +11,744 New
WCG
255
Weaver Consulting Group
California
$2.43M +$2.31K +11 +0.1%
BBWP
256
Beacon Bridge Wealth Partners
Pennsylvania
$2.41M +$2.44M +11,662 New
LPT
257
Legacy Private Trust
Wisconsin
$2.4M -$132K -631 -5%
GWM
258
Geneos Wealth Management
Colorado
$2.4M +$129K +615 +6%
Jane Street
259
Jane Street
New York
$2.36M +$2.39M +11,410 New
JGC
260
J. Goldman & Co
New York
$2.36M +$1.83M +8,747 +330%
1L
261
10Elms LLP
Oklahoma
$2.31M +$2.34M +11,180 New
SWP
262
ShoreHaven Wealth Partners
New Jersey
$2.31M +$2.33M +11,144 New
MCM
263
MAI Capital Management
Ohio
$2.3M -$13.8K -66 -0.6%
KWM
264
Keebeck Wealth Management
Illinois
$2.3M +$2.33M +11,101 New
GS
265
GTS Securities
New York
$2.29M +$998K +4,765 +75%
CG
266
Caprock Group
Idaho
$2.26M +$2.29M +10,940 New
SWM
267
SigFig Wealth Management
California
$2.25M +$2.27M +10,827 New
DCM
268
Donaldson Capital Management
Indiana
$2.24M -$233K -1,111 -9%
MFGP
269
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.21M +$673K +3,212 +43%
JSW
270
Journey Strategic Wealth
New Jersey
$2.18M -$10.7K -51 -0.5%
AF
271
Allworth Financial
California
$2.16M +$27.7K +132 +1%
HF
272
HRT Financial
New York
$2.15M -$2.4M -11,445 -52%
CIAS
273
Capital Investment Advisory Services
North Carolina
$2.15M +$21.6K +103 +1%
MWM
274
Mosley Wealth Management
California
$2.12M +$1.19M +5,679 +137%
TA
275
TFB Advisors
Kansas
$2.11M -$838 -4 -0%
9 10
11
12 13

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.