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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 %
FA
301
Fermata Advisors
California
$1.73M -$589K -2,846 -25%
MWM
302
MorganRosel Wealth Management
Colorado
$1.73M +$135K +653 +8%
SWP
303
Stratos Wealth Partners
Ohio
$1.72M +$7.04K +34 +0.4%
FFN
304
Focus Financial Network
Minnesota
$1.67M +$3.52K +17 +0.2%
EFG
305
Ehrlich Financial Group
California
$1.66M +$1.66M +8,039 New
AWM
306
Avior Wealth Management
Nebraska
$1.65M -$46.6K -225 -3%
CWM
307
CCG Wealth Management
California
$1.65M – – –
PWA
308
Physician Wealth Advisors
Utah
$1.64M +$207 +1 +0%
TSWM
309
Tyler-Stone Wealth Management
Ohio
$1.62M +$4.76K +23 +0.3%
BIP
310
Blueprint Investment Partners
North Carolina
$1.62M +$1.04M +5,033 +180%
PDL
311
Portfolio Design Labs
California
$1.61M -$109K -529 -6%
NAM
312
NTV Asset Management
West Virginia
$1.61M +$370K +1,790 +30%
SIS
313
Sound Income Strategies
Florida
$1.57M +$22.3K +108 +1%
AR
314
Apeiron RIA
Texas
$1.56M +$1.56M +7,560 New
BSTWA
315
Blake Schutter Theil Wealth Advisors
Ohio
$1.56M -$146K -708 -9%
DADC
316
D.A. Davidson & Co
Montana
$1.55M +$11.8K +57 +0.8%
CWP
317
Cyndeo Wealth Partners
Florida
$1.55M +$928K +4,485 +150%
William Blair & Company
318
William Blair & Company
Illinois
$1.53M -$35.4K -171 -2%
BWIA
319
Bryant Woods Investment Advisors
New York
$1.53M -$62.7K -303 -4%
FHA
320
Flagship Harbor Advisors
Massachusetts
$1.52M +$770K +3,721 +102%
SWM
321
Spire Wealth Management
Virginia
$1.51M -$170K -822 -10%
OCM
322
One Capital Management
California
$1.5M +$947K +4,578 +171%
BBNB
323
Baker Boyer National Bank
Washington
$1.5M -$63.1K -305 -4%
SMG
324
Smart Money Group
Texas
$1.49M +$5.17K +25 +0.3%
CIAS
325
CBIZ Investment Advisory Services
Ohio
$1.49M +$1.49M +7,194 New
11 12
13
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