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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 %
BEI
326
Benjamin Edwards Inc
Missouri
$1.47M +$572K +2,766 +64%
MFG
327
Magnus Financial Group
New York
$1.47M +$187K +906 +15%
WQ
328
Wealth Quarterback
New Jersey
$1.47M +$1.47M +7,101 New
QC
329
Quent Capital
New York
$1.46M -$53.4K -258 -4%
MWM
330
Modera Wealth Management
New Jersey
$1.46M +$414 +2 +0%
OP
331
ORG Partners
Indiana
$1.45M +$759K +3,668 +109%
SFS
332
Security Financial Services
Indiana
$1.45M +$11K +53 +0.8%
SBIA
333
Sheaff Brock Investment Advisors
Indiana
$1.44M +$36.8K +178 +3%
UW
334
Unique Wealth
Florida
$1.43M +$1.43M +6,925 New
LWM
335
Lodestone Wealth Management
Washington
$1.42M -$3.52K -17 -0.2%
CFAM
336
Center For Asset Management
Florida
$1.4M +$55.2K +267 +4%
AA
337
ACT Advisors
North Carolina
$1.39M -$13.5K -65 -1%
QCM
338
QRG Capital Management
Illinois
$1.39M +$250K +1,206 +22%
WA
339
WBH Advisory
Maryland
$1.38M +$1.05M +5,085 +326%
QPWM
340
Quadrant Private Wealth Management
Pennsylvania
$1.37M +$1.37M +6,641 New
SAM
341
Smartleaf Asset Management
Massachusetts
$1.36M +$2.29K +11 +0.2%
SF
342
Synovus Financial
Georgia
$1.35M +$7.86K +38 +0.6%
OAS
343
Optivise Advisory Services
Tennessee
$1.35M – – –
TFS
344
Thoroughbred Financial Services
Tennessee
$1.34M -$4.76K -23 -0.4%
MCWS
345
McKinley Carter Wealth Services
West Virginia
$1.34M -$95.4K -461 -7%
RA
346
RFG Advisory
Alabama
$1.32M +$1.32M +6,395 New
CCFM
347
Clear Creek Financial Management
Washington
$1.32M +$59.2K +286 +5%
MA
348
Mutual Advisors
Nebraska
$1.31M +$51.9K +242 +4%
BFP
349
Beacon Financial Planning
Massachusetts
$1.31M +$841K +4,063 +179%
MWM
350
McNaughton Wealth Management
California
$1.3M -$8.48K -41 -0.6%
12 13
14
15 16