MTUM icon

iShares MSCI USA Momentum Factor ETF

682 hedge funds and large institutions have $9.65B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 193 increasing their positions, 258 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+45
Holders Change %
+7.06%
% of All Funds
9.89%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.62%
New
115
Increased
193
Reduced
258
Closed
55
Calls
$32.3M
Puts
$643M
Net Calls
-$611M
Net Calls Change
-$614M
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
351
Tranquilli Financial Advisor
New Jersey
$653K +$653K +3,484 New
SL
352
Stevard LLC
Illinois
$653K +$70.6K +377 +12%
BWA
353
Burt Wealth Advisors
Maryland
$640K -$14.2K -76 -2%
CFS
354
CRA Financial Services
New Jersey
$636K -$14.1K -75 -2%
TWA
355
Talisman Wealth Advisors
New Jersey
$628K
C1AG
356
Client 1st Advisory Group
Florida
$618K -$47.8K -255 -7%
DWM
357
Dopkins Wealth Management
New York
$611K +$41.4K +221 +7%
WLIM
358
White Lighthouse Investment Management
Massachusetts
$604K -$18.5K -99 -3%
RCAG
359
Rehmann Capital Advisory Group
Michigan
$600K -$40.1K -214 -6%
FA
360
Flagstar Advisors
New York
$599K -$17.4K -93 -3%
CRI
361
Colonial River Investments
Virginia
$596K +$596K +3,182 New
GF
362
Gries Financial
Ohio
$595K +$595K +3,175 New
OMC
363
Old Mission Capital
Illinois
$579K +$579K +3,093 New
TFA
364
Teamwork Financial Advisors
Texas
$570K -$49.7K -265 -8%
QT
365
Quantbot Technologies
New York
$562K +$562K +3,000 New
RCM
366
Requisite Capital Management
Texas
$556K +$556K +2,967 New
O3W
367
Omni 360 Wealth
New Jersey
$551K -$4.12K -22 -0.7%
HIM
368
Hanlon Investment Management
New Jersey
$551K -$41.6K -222 -7%
LWM
369
Liberty Wealth Management
California
$547K +$547K +2,920 New
OPWM
370
Oxinas Partners Wealth Management
Indiana
$545K -$187 -1 -0%
Qube Research & Technologies (QRT)
371
Qube Research & Technologies (QRT)
United Kingdom
$539K -$4.23M -22,588 -89%
FHC
372
First Heartland Consultants
Missouri
$538K +$53.5K +286 +11%
IAG
373
Investment Advisory Group
Massachusetts
$536K
CPBTD
374
Central Pacific Bank - Trust Division
Hawaii
$535K +$535K +2,855 New
ATC
375
Argent Trust Co
Tennessee
$531K -$15.9K -85 -3%