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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 %
LWM
376
LongView Wealth Management
Georgia
$542K – – –
OPWM
377
Oxinas Partners Wealth Management
Indiana
$542K -$1.42K -7 -0.3%
OCM
378
One Capital Management
California
$542K – – –
JGC
379
J. Goldman & Co
New York
$538K +$538K +2,653 New
LIA
380
LS Investment Advisors
Michigan
$537K – – –
HWM
381
Hemington Wealth Management
Virginia
$531K +$34K +168 +7%
PIA
382
Perennial Investment Advisors
California
$522K +$203 +1 +0%
WC
383
Waterloo Capital
Texas
$522K – – –
MIM
384
MTM Investment Management
South Carolina
$514K – – –
TWP
385
Tyche Wealth Partners
Texas
$514K +$13.4K +66 +3%
KF
386
KKM Financial
Illinois
$511K – – –
IWP
387
IAG Wealth Partners
Wisconsin
$508K -$61.4K -303 -11%
NMG
388
New Millennium Group
Utah
$503K -$28K -138 -5%
FFA
389
First Foundation Advisors
California
$503K +$203 +1 +0%
SPI
390
Santori & Peters Inc
Pennsylvania
$502K +$406 +2 +0.1%
Bank of Montreal
391
Bank of Montreal
Ontario, Canada
$501K -$19K -94 -4%
SWAG
392
Spectrum Wealth Advisory Group
California
$494K +$203 +1 +0%
TIAA Trust, National Association
393
TIAA Trust, National Association
North Carolina
$491K +$34.5K +170 +8%
GSEP
394
Golden State Equity Partners
California
$487K -$95.1K -469 -16%
EC
395
Estate Counselors
Wisconsin
$487K +$487K +2,400 New
WLIM
396
White Lighthouse Investment Management
Massachusetts
$486K -$153K -755 -24%
C1AG
397
Client 1st Advisory Group
Florida
$485K -$123K -607 -20%
EA
398
Ergawealth Advisors
Illinois
$477K -$406 -2 -0.1%
EFMC
399
Empire Financial Management Company
New York
$464K -$20.1K -99 -4%
BFP
400
Beacon Financial Planning
Massachusetts
$461K +$461K +2,273 New
14 15
16
17 18