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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$210M
2
BlackRock
BlackRock
New York
+$144M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$111M
4
Bank of America
Bank of America
North Carolina
+$102M
5
AI
AdvisorShares Investments
Maryland
+$93.1M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$421M
2
Morgan Stanley
Morgan Stanley
New York
-$247M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$55.9M
4
SP
Symmetry Partners
Connecticut
-$38.2M
5
AssetMark Inc
AssetMark Inc
California
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFAG
376
Blackston Financial Advisory Group
Florida
$530K -$241K -1,288 -31%
DWM
377
Dakota Wealth Management
Florida
$529K -$104K -554 -16%
TWP
378
Tyche Wealth Partners
Texas
$514K -$60.3K -322 -11%
PTC
379
Private Trust Company
Ohio
$506K – – –
AWA
380
Amplius Wealth Advisors
Pennsylvania
$504K – – –
LWM
381
LongView Wealth Management
Georgia
$501K +$18.7K +100 +4%
MCC
382
Money Concepts Capital
Florida
$501K +$153K +819 +44%
PCH
383
PGIM Custom Harvest
New Jersey
$497K +$497K +2,655 New
PIA
384
Perennial Investment Advisors
California
$497K -$37.5K -200 -7%
NMG
385
New Millennium Group
Utah
$493K +$71.6K +382 +17%
IWM
386
IHT Wealth Management
Illinois
$488K -$24.2K -129 -5%
RIA
387
Regal Investment Advisors
Michigan
$481K +$39.2K +209 +9%
FLA
388
Financial Life Advisors
Texas
$478K -$45K -240 -9%
WAP
389
Wealthcare Advisory Partners
Pennsylvania
$477K +$164K +874 +52%
FDCDDQ
390
Federation des caisses Desjardins du Quebec
Quebec, Canada
$474K -$19.7K -105 -4%
FBT
391
First Bank & Trust
South Dakota
$473K +$473K +2,526 New
MIM
392
MTM Investment Management
South Carolina
$473K +$473K +2,523 New
KF
393
KKM Financial
Illinois
$472K – – –
LIA
394
LS Investment Advisors
Michigan
$472K -$28.9K -154 -6%
TB
395
Treynor Bancshares
Iowa
$471K – – –
FFA
396
First Foundation Advisors
California
$471K – – –
FGAM
397
Financial Gravity Asset Management
Texas
$470K -$13.8M -81,329 -97%
GRP
398
Global Retirement Partners
California
$464K +$69.9K +373 +18%
HWM
399
Hemington Wealth Management
Virginia
$461K – – –
SWAG
400
Spectrum Wealth Advisory Group
California
$456K -$375 -2 -0.1%
14 15
16
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