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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 %
UB
276
UMB Bank
Missouri
$1.16M – – –
HW
277
Hancock Whitney
Mississippi
$1.16M -$253K -1,300 -18%
LMKC
278
L.M. Kohn & Company
Ohio
$1.16M +$92.6K +475 +9%
SWA
279
Stratos Wealth Advisors
Ohio
$1.15M +$1.15M +5,911 New
MA
280
MONECO Advisors
Connecticut
$1.14M -$3.51K -18 -0.3%
MW
281
Marcum Wealth
Ohio
$1.14M -$50.7K -260 -4%
HWM
282
HB Wealth Management
Georgia
$1.12M -$18.7K -96 -2%
AAP
283
Arax Advisory Partners
Colorado
$1.11M +$8.38K +43 +0.8%
PA
284
PFG Advisors
Arizona
$1.1M -$95.9K -492 -8%
MSA
285
Marino Stram & Associates
Massachusetts
$1.1M -$4.29K -22 -0.4%
RSWM
286
Robertson Stephens Wealth Management
California
$1.06M -$155K -794 -13%
PS
287
Planned Solutions
California
$1.04M – – –
FWM
288
Focused Wealth Management
New York
$1.03M – – –
LWM
289
Lodestone Wealth Management
Washington
$1.02M +$28.8K +148 +3%
Jane Street
290
Jane Street
New York
$1.01M -$23.7M -121,719 -96%
MCA
291
Magnolia Capital Advisors
Mississippi
$1.01M -$226K -1,159 -18%
FNBTCON
292
First National Bank & Trust Co of Newtown
Pennsylvania
$988K +$85.7K +440 +10%
FFA
293
Fragasso Financial Advisors
Pennsylvania
$946K -$44.8K -230 -5%
UCFA
294
United Capital Financial Advisors
Texas
$941K -$77.8K -399 -8%
AWE
295
Avidian Wealth Enterprises
Texas
$940K -$291K -1,494 -24%
EFL
296
ERn Financial LLC
Wisconsin
$916K -$27.7K -142 -3%
OP
297
ORG Partners
Indiana
$914K +$914K +4,684 New
SPA
298
Shore Point Advisors
New Jersey
$905K +$11.9K +61 +1%
VCA
299
Verdence Capital Advisors
Maryland
$905K -$1.95K -10 -0.2%
FCFC
300
First Citizens Financial Corp
Iowa
$879K -$105K -539 -11%
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