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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 %
OPWM
376
Oxinas Partners Wealth Management
Indiana
$523K -$44.6K -229 -8%
LWM
377
LongView Wealth Management
Georgia
$521K – – –
OCM
378
One Capital Management
California
$521K -$890K -4,566 -63%
RIA
379
Regal Investment Advisors
Michigan
$517K +$16.6K +85 +3%
LIA
380
LS Investment Advisors
Michigan
$516K +$25.3K +130 +5%
NMG
381
New Millennium Group
Utah
$511K -$2.14K -11 -0.4%
P
382
&Partners
Tennessee
$510K +$264K +1,355 +107%
Bank of Montreal
383
Bank of Montreal
Ontario, Canada
$502K +$240K +1,231 +92%
BCI
384
Brinker Capital Investments
Pennsylvania
$502K -$18.9M -97,051 -97%
OPS
385
Orion Portfolio Solutions
Nebraska
$502K -$18.9M -97,051 -97%
WC
386
Waterloo Capital
Texas
$502K -$413K -2,118 -45%
PIA
387
Perennial Investment Advisors
California
$502K -$15.4K -79 -3%
NS
388
NBC Securities
Alabama
$493K -$204K -1,048 -29%
MIM
389
MTM Investment Management
South Carolina
$492K – – –
KF
390
KKM Financial
Illinois
$491K – – –
FFA
391
First Foundation Advisors
California
$483K -$6.82K -35 -1%
SPI
392
Santori & Peters Inc
Pennsylvania
$482K +$45.2K +232 +10%
TWP
393
Tyche Wealth Partners
Texas
$481K -$54K -277 -10%
HWM
394
Hemington Wealth Management
Virginia
$478K – – –
SWAG
395
Spectrum Wealth Advisory Group
California
$474K +$195 +1 +0%
GT
396
Glenmede Trust
Pennsylvania
$467K +$4.29K +22 +0.9%
EFMC
397
Empire Financial Management Company
New York
$465K – – –
WS
398
Wedbush Securities
California
$464K +$142K +731 +44%
TFA
399
Teamwork Financial Advisors
Texas
$460K -$133K -683 -22%
EA
400
Ergawealth Advisors
Illinois
$459K -$3.9K -20 -0.8%
14 15
16
17 18