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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 %
BWM
326
BCGM Wealth Management
Indiana
$734K +$195 +1 +0%
BB
327
Busey Bank
Illinois
$727K -$47.7K -245 -6%
BSW
328
Buckingham Strategic Wealth
Missouri
$722K -$129K -664 -15%
GA
329
GSG Advisors
New Jersey
$711K +$781 +4 +0.1%
IFWM
330
Institute for Wealth Management
Colorado
$708K -$390 -2 -0.1%
EL
331
EWA LLC
Pennsylvania
$698K -$1.56K -8 -0.2%
MWM
332
MBE Wealth Management
Wisconsin
$697K -$25.1K -129 -3%
JWBC
333
John W. Brooker & Co
California
$696K -$105K -540 -13%
SWA
334
Strata Wealth Advisors
Texas
$696K – – –
CA
335
CGN Advisors
Kansas
$695K -$55.1K -283 -7%
AllianceBernstein
336
AllianceBernstein
Tennessee
$682K – – –
TFA
337
Tranquilli Financial Advisor
New Jersey
$680K +$390 +2 +0.1%
BAM
338
Belpointe Asset Management
Nevada
$679K -$7.99K -41 -1%
SL
339
Stevard LLC
Illinois
$679K +$390 +2 +0.1%
VFG
340
V2 Financial group
Illinois
$676K – – –
AG
341
Ascent Group
Virginia
$671K -$611K -3,136 -48%
PCH
342
PGIM Custom Harvest
New Jersey
$659K +$142K +729 +27%
WAP
343
Wealthcare Advisory Partners
Pennsylvania
$658K +$162K +829 +33%
CFS
344
CRA Financial Services
New Jersey
$657K -$4.87K -25 -0.7%
TWA
345
Talisman Wealth Advisors
New Jersey
$654K +$195 +1 +0%
SB
346
Strategic Blueprint
Georgia
$647K -$92.8K -476 -13%
DWM
347
Dopkins Wealth Management
New York
$639K +$3.31K +17 +0.5%
MFWP
348
Mosaic Family Wealth Partners
Missouri
$639K -$68.4K -351 -10%
BFG
349
Baron Financial Group
New Jersey
$630K -$188K -965 -23%
RCAG
350
Rehmann Capital Advisory Group
Michigan
$624K – – –
12 13
14
15 16