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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 %
LF
301
Lee Financial
Texas
$870K -$412K -2,114 -32%
AP
302
Aspect Partners
Virginia
$863K – – –
SOS
303
Silver Oak Securities
Tennessee
$853K -$2.08M -10,678 -71%
VFA
304
Valeo Financial Advisors
Indiana
$841K – – –
KSWA
305
Kathleen S. Wright Associates
Pennsylvania
$835K -$175K -896 -17%
SWM
306
Silverlake Wealth Management
Vermont
$813K +$33.3K +171 +4%
HAS
307
HBW Advisory Services
California
$811K +$367K +1,883 +83%
SCA
308
Snowden Capital Advisors
New York
$801K -$4.48K -23 -0.6%
Financial Engines Advisors
309
Financial Engines Advisors
California
$796K +$87.1K +447 +12%
PS
310
Principal Securities
Iowa
$793K -$5.49M -28,167 -87%
BFEC
311
Benjamin F. Edwards & Company
Missouri
$791K +$635K +3,260 +408%
Barclays
312
Barclays
United Kingdom
$791K +$725K +3,721 +1,104%
QCM
313
QRG Capital Management
Illinois
$778K +$436K +2,238 +128%
LSA
314
Lansing Street Advisors
Pennsylvania
$775K +$585 +3 +0.1%
SFO
315
Stokes Family Office
Louisiana
$775K +$3.12K +16 +0.4%
TSWM
316
Tyler-Stone Wealth Management
Ohio
$765K -$9.55K -49 -1%
9WM
317
9258 Wealth Management
Ohio
$758K – – –
BCM
318
Brookstone Capital Management
Illinois
$754K -$19.6K -101 -3%
N
319
Natixis
France
$751K +$20K +102 +3%
WIA
320
World Investment Advisors
California
$749K +$749K +3,842 New
FWA
321
FSM Wealth Advisors
Ohio
$747K +$390 +2 +0.1%
AFC
322
Adaptive Financial Consulting
Ohio
$745K +$390 +2 +0.1%
Millennium Management
323
Millennium Management
New York
$742K +$742K +3,809 New
CFD
324
Creative Financial Designs
Indiana
$739K -$2.92K -15 -0.4%
MWM
325
Mosley Wealth Management
California
$738K +$780 +4 +0.1%
11 12
13
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