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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 %
MSA
351
Marino Stram & Associates
Massachusetts
$1.29M +$111K +536 +9%
BBA
352
Braun-Bostich & Associates
Pennsylvania
$1.28M +$1.28M +6,204 New
FPAS
353
Focus Partners Advisor Solutions
Missouri
$1.28M +$6K +29 +0.5%
TPWA
354
Twin Peaks Wealth Advisors
California
$1.28M +$1.28M +6,181 New
ISWM
355
Independent Solutions Wealth Management
New York
$1.27M +$1.27M +6,157 New
OPWM
356
Oakwell Private Wealth Management
Texas
$1.27M -$33.9K -164 -3%
SVWG
357
Shared Vision Wealth Group
United States
$1.26M +$1.26M +6,083 New
OWCM
358
One Wealth Capital Management
Arizona
$1.26M +$1.26M +6,081 New
EIA
359
Eldridge Investment Advisors
New Hampshire
$1.26M -$14.1K -68 -1%
SC
360
Sierra Capital
Florida
$1.26M – – –
RSWM
361
Robertson Stephens Wealth Management
California
$1.24M +$462K +2,232 +60%
AAP
362
Arax Advisory Partners
Colorado
$1.24M +$59.8K +289 +5%
CW
363
CreativeOne Wealth
Kansas
$1.23M +$529K +2,557 +76%
HW
364
Hancock Whitney
Mississippi
$1.23M – – –
MWM
365
Modern Wealth Management
Kansas
$1.22M +$1.22M +5,892 New
CD
366
Chapin Davis
Maryland
$1.21M – – –
MW
367
Marcum Wealth
Ohio
$1.21M -$3.31K -16 -0.3%
HPM
368
Hoxton Planning & Management
West Virginia
$1.2M +$1.2M +5,807 New
OMC
369
Old Mission Capital
Illinois
$1.2M +$1.2M +5,800 New
MYIA
370
Mount Yale Investment Advisors
Colorado
$1.2M +$1.2M +5,792 New
IWS
371
Insight Wealth Strategies
California
$1.2M -$73.3K -354 -6%
EPW
372
Endeavor Private Wealth
Kansas
$1.19M +$1.19M +5,740 New
AWM
373
Alterna Wealth Management
Texas
$1.19M +$1.19M +5,732 New
NRW
374
Nova R Wealth
Kansas
$1.15M -$88.2K -426 -7%
FWM
375
Focused Wealth Management
New York
$1.14M +$44.7K +216 +4%
13 14
15
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