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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 %
ELI
276
Empire Life Investments
Ontario, Canada
$2.11M +$166K +800 +9%
PA
277
Parallel Advisors
California
$2.1M -$26.5K -128 -1%
AQR Capital Management
278
AQR Capital Management
Connecticut
$2.08M +$641K +3,098 +44%
CA
279
Claro Advisors
Massachusetts
$2.08M +$2.08M +10,048 New
GA
280
Goldstein Advisors
Wisconsin
$2.05M +$6K +29 +0.3%
CAL
281
Capital Analysts LLC
Pennsylvania
$2.04M +$2.04M +9,864 New
TC
282
Trust Company
Kansas
$2.03M +$67K +324 +3%
NEPWA
283
New England Private Wealth Advisors
Massachusetts
$2.02M +$1.04K +5 +0.1%
GOCP
284
Great Oak Capital Partners
Massachusetts
$2.01M -$653K -3,156 -24%
BWMG
285
Barnes Wealth Management Group
California
$2.01M +$2.01M +9,695 New
MWS
286
Maxwell Wealth Strategies
California
$2M +$2M +9,688 New
CCP
287
Cassia Capital Partners
North Carolina
$1.99M – – –
TVM
288
True Vision MN
Minnesota
$1.98M +$1.98M +9,559 New
JWCA
289
J.W. Cole Advisors
Florida
$1.96M +$8.48K +41 +0.4%
CIAS
290
CFS Investment Advisory Services
New Jersey
$1.94M -$15.9K -77 -0.8%
SA
291
Sovran Advisors
California
$1.91M +$1.91M +9,148 New
AG
292
Ascent Group
Virginia
$1.89M -$138K -668 -7%
SF
293
SWP Financial
California
$1.88M +$1.88M +9,067 New
CAG
294
Crestwood Advisors Group
Massachusetts
$1.87M +$8.48K +41 +0.5%
SW
295
Simplicity Wealth
New Jersey
$1.86M -$2.07K -10 -0.1%
HGWM
296
Horst & Graben Wealth Management
Oregon
$1.84M +$1.59M +7,699 +645%
DFCM
297
Dark Forest Capital Management
Puerto Rico
$1.81M +$840K +4,060 +86%
IAA
298
Independent Advisor Alliance
North Carolina
$1.81M +$1.81M +8,750 New
CWA
299
Clarus Wealth Advisors
Arizona
$1.77M +$97K +469 +6%
Brown Advisory
300
Brown Advisory
Maryland
$1.74M – – –
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