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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

698 hedge funds and large institutions have $9.57B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 188 increasing their positions, 289 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
10.1%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.52%
New
76
Increased
188
Reduced
289
Closed
62
Calls
$54M
Puts
$158M
Net Calls
-$104M
Net Calls Change
+$44.6M

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$73.7M
2
Citigroup
Citigroup
New York
+$47.6M
3
SA
Sanctuary Advisors
Indiana
+$27.8M
4
EWM
Empirical Wealth Management
Washington
+$26.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
2
BlackRock
BlackRock
New York
-$137M
3
Bank of America
Bank of America
North Carolina
-$125M
4
AI
AdvisorShares Investments
Maryland
-$95.1M
5
SP
Symmetry Partners
Connecticut
-$85.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
301
Snowden Capital Advisors
New York
$834K – – –
SCM
302
Sollinda Capital Management
Florida
$830K -$15.8M -77,767 -95%
Barclays
303
Barclays
United Kingdom
$810K -$12.4K -61 -2%
LSA
304
Lansing Street Advisors
Pennsylvania
$808K +$1.42K +7 +0.2%
9WM
305
9258 Wealth Management
Ohio
$789K – – –
FWA
306
FSM Wealth Advisors
Ohio
$782K +$4.87K +24 +0.6%
SWM
307
Silverlake Wealth Management
Vermont
$781K -$64.9K -320 -8%
N
308
Natixis
France
$781K +$8.27K +41 +1%
EL
309
EWA LLC
Pennsylvania
$776K +$23.7K +113 +3%
AFC
310
Adaptive Financial Consulting
Ohio
$775K +$811 +4 +0.1%
PCH
311
PGIM Custom Harvest
New Jersey
$772K +$85.4K +421 +12%
CFD
312
Creative Financial Designs
Indiana
$770K +$1.42K +7 +0.2%
BWM
313
BCGM Wealth Management
Indiana
$764K +$406 +2 +0.1%
SB
314
Strategic Blueprint
Georgia
$761K +$87.8K +433 +13%
RSWM
315
Robertson Stephens Wealth Management
California
$760K -$342K -1,689 -31%
Focus Partners Wealth
316
Focus Partners Wealth
Massachusetts
$749K +$749K +3,692 New
SFO
317
Stokes Family Office
Louisiana
$741K -$65.1K -321 -8%
SA
318
SpiderRock Advisors
Delaware
$739K +$739K +3,642 New
PS
319
Principal Securities
Iowa
$738K -$86.6K -427 -10%
FHA
320
Flagship Harbor Advisors
Massachusetts
$738K +$738K +3,641 New
IFWM
321
Institute for Wealth Management
Colorado
$736K +$203 +1 +0%
GA
322
GSG Advisors
New Jersey
$736K +$1.61K +8 +0.2%
VFG
323
V2 Financial group
Illinois
$730K -$1.62K -8 -0.2%
MWM
324
MBE Wealth Management
Wisconsin
$726K +$406 +2 +0.1%
JWBC
325
John W. Brooker & Co
California
$725K +$203 +1 +0%
11 12
13
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