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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

682 hedge funds and large institutions have $9.65B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 193 increasing their positions, 258 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+45
Holders Change %
+7.06%
% of All Funds
9.89%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.62%
New
115
Increased
193
Reduced
258
Closed
55
Calls
$32.3M
Puts
$643M
Net Calls
-$611M
Net Calls Change
-$614M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$210M
2
BlackRock
BlackRock
New York
+$144M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$111M
4
Bank of America
Bank of America
North Carolina
+$102M
5
AI
AdvisorShares Investments
Maryland
+$93.1M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$421M
2
Morgan Stanley
Morgan Stanley
New York
-$247M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$55.9M
4
SP
Symmetry Partners
Connecticut
-$38.2M
5
AssetMark Inc
AssetMark Inc
California
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
276
Sierra Capital
Florida
$1.14M +$1.14M +6,065 New
TF
277
Trek Financial
Arizona
$1.13M +$54.1K +289 +5%
SBIA
278
Sheaff Brock Investment Advisors
Indiana
$1.13M +$5.43K +29 +0.5%
NAM
279
NTV Asset Management
West Virginia
$1.13M -$62.8K -335 -5%
UB
280
UMB Bank
Missouri
$1.12M +$10.9K +58 +1%
TA
281
Tactive Advisors
Florida
$1.1M +$1.1M +5,881 New
MA
282
MONECO Advisors
Connecticut
$1.1M +$254K +1,356 +30%
HWM
283
HB Wealth Management
Georgia
$1.1M +$5.25K +28 +0.5%
MCA
284
Magnolia Capital Advisors
Mississippi
$1.1M -$170K -978 -13%
DWM
285
Dynasty Wealth Management
Florida
$1.07M +$1.07M +5,709 New
MSA
286
Marino Stram & Associates
Massachusetts
$1.06M -$24.9K -133 -2%
AAP
287
Arax Advisory Partners
Colorado
$1.06M -$116K -618 -10%
LMKC
288
L.M. Kohn & Company
Ohio
$1.02M +$1.02M +5,452 New
Jones Financial Companies
289
Jones Financial Companies
Missouri
$1.01M +$1.01M +5,413 New
KFGK
290
Keystone Financial Group (Kentucky)
Kentucky
$1.01M -$23K -123 -2%
PS
291
Planned Solutions
California
$1M +$187 +1 +0%
FWM
292
Focused Wealth Management
New York
$994K -$24.4K -130 -2%
UCFA
293
United Capital Financial Advisors
Texas
$979K +$21.7K +116 +2%
KSWA
294
Kathleen S. Wright Associates
Pennsylvania
$970K -$885K -4,726 -48%
HSBC Holdings
295
HSBC Holdings
United Kingdom
$968K +$506K +2,700 +110%
LWM
296
Lodestone Wealth Management
Washington
$955K +$41.2K +220 +5%
FFA
297
Fragasso Financial Advisors
Pennsylvania
$952K -$45K -240 -5%
MFG
298
Magnus Financial Group
New York
$950K +$206K +1,099 +28%
FPAS
299
Focus Partners Advisor Solutions
Missouri
$948K +$649K +3,464 +217%
FCFC
300
First Citizens Financial Corp
Iowa
$946K +$17.6K +94 +2%
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