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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

698 hedge funds and large institutions have $9.57B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 188 increasing their positions, 289 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
10.1%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.52%
New
76
Increased
188
Reduced
289
Closed
62
Calls
$54M
Puts
$158M
Net Calls
-$104M
Net Calls Change
+$44.6M

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$73.7M
2
Citigroup
Citigroup
New York
+$47.6M
3
SA
Sanctuary Advisors
Indiana
+$27.8M
4
EWM
Empirical Wealth Management
Washington
+$26.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
2
BlackRock
BlackRock
New York
-$137M
3
Bank of America
Bank of America
North Carolina
-$125M
4
AI
AdvisorShares Investments
Maryland
-$95.1M
5
SP
Symmetry Partners
Connecticut
-$85.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
351
Orion Portfolio Solutions
Nebraska
$615K +$92.5K +456 +18%
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$614K +$66.3K +327 +12%
ES
353
Eagle Strategies
New York
$613K +$15.6K +77 +3%
GF
354
Gries Financial
Ohio
$612K +$398K +1,964 +186%
BW
355
Bison Wealth
Georgia
$611K +$611K +3,015 New
EWA
356
EP Wealth Advisors
California
$610K +$189K +930 +45%
CA
357
Clearstead Advisors
Ohio
$606K – – –
CWP
358
Cyndeo Wealth Partners
Florida
$606K -$895K -4,413 -60%
BFG
359
Baron Financial Group
New Jersey
$601K -$53.7K -265 -8%
O3W
360
Omni 360 Wealth
New Jersey
$600K +$3.04K +15 +0.5%
TRCT
361
Tower Research Capital (TRC)
New York
$598K +$576K +2,843 +2,682%
HIM
362
Hanlon Investment Management
New Jersey
$586K -$12.6K -62 -2%
PTC
363
Private Trust Company
Ohio
$584K +$36.1K +178 +7%
MW
364
Maia Wealth
Colorado
$572K -$829K -4,003 -59%
PWM
365
Palumbo Wealth Management
New York
$572K -$10.5K -52 -2%
Pathstone Holdings
366
Pathstone Holdings
New Jersey
$572K +$2.43K +12 +0.4%
PPWM
367
Perissos Private Wealth Management
Oklahoma
$570K -$19.7K -97 -3%
WP
368
WealthShield Partners
North Carolina
$568K +$182K +900 +47%
BIP
369
Blueprint Investment Partners
North Carolina
$568K +$568K +2,800 New
BB
370
Busey Bank
Illinois
$566K -$190K -938 -25%
IAG
371
Investment Advisory Group
Massachusetts
$565K -$15.2K -75 -3%
LFAS
372
Level Four Advisory Services
Texas
$559K -$43.7K -216 -7%
GCA
373
Genesee Capital Advisors
New York
$555K -$1.58M -7,790 -74%
MFWP
374
Mosaic Family Wealth Partners
Missouri
$546K -$119K -587 -18%
AWA
375
Amplius Wealth Advisors
Pennsylvania
$545K – – –
13 14
15
16 17