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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 %
FA
351
Flagstar Advisors
New York
$623K +$585 +3 +0.1%
BWA
352
Burt Wealth Advisors
Maryland
$620K -$45.6K -234 -7%
BWP
353
Bernardo Wealth Planning
Pennsylvania
$616K -$96.4K -495 -14%
WLIM
354
White Lighthouse Investment Management
Massachusetts
$614K -$14.6K -75 -2%
DS
355
DRW Securities
Illinois
$604K +$604K +3,088 New
C1AG
356
Client 1st Advisory Group
Florida
$584K -$58.9K -302 -9%
CA
357
Clearstead Advisors
Ohio
$583K +$343K +1,760 +143%
LFAS
358
Level Four Advisory Services
Texas
$580K +$580K +2,976 New
HIM
359
Hanlon Investment Management
New Jersey
$576K +$2.14K +11 +0.4%
ES
360
Eagle Strategies
New York
$574K +$574K +2,947 New
O3W
361
Omni 360 Wealth
New Jersey
$573K -$195 -1 -0%
PPWM
362
Perissos Private Wealth Management
Oklahoma
$567K -$3.31M -16,988 -85%
GSEP
363
Golden State Equity Partners
California
$560K +$560K +2,873 New
PWM
364
Palumbo Wealth Management
New York
$560K -$151K -777 -21%
IAG
365
Investment Advisory Group
Massachusetts
$558K – – –
AAG
366
Armstrong Advisory Group
Massachusetts
$553K +$57.1K +293 +12%
ATC
367
Argent Trust Co
Tennessee
$552K – – –
IWP
368
IAG Wealth Partners
Wisconsin
$548K -$398K -2,040 -42%
Pathstone Holdings
369
Pathstone Holdings
New Jersey
$547K +$333K +1,710 +156%
DWM
370
Dakota Wealth Management
Florida
$545K -$5.65K -29 -1%
PP
371
Prudential plc
United Kingdom
$542K -$27.3M -140,310 -98%
VT
372
Vise Technologies
New York
$527K +$527K +2,705 New
PTC
373
Private Trust Company
Ohio
$527K – – –
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$526K +$63.7K +327 +14%
AWA
375
Amplius Wealth Advisors
Pennsylvania
$524K – – –
13 14
15
16 17