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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 %
FWM
376
Fortress Wealth Management
California
$1.14M -$92.5K -447 -8%
GWP
377
Gateway Wealth Partners
Wisconsin
$1.13M +$1.13M +5,452 New
BCM
378
Berbice Capital Management
New York
$1.12M +$1.12M +5,425 New
VCP
379
Verus Capital Partners
Arizona
$1.11M +$1.11M +5,387 New
MA
380
MONECO Advisors
Connecticut
$1.11M -$73.3K -354 -6%
PS
381
Planned Solutions
California
$1.11M +$207 +1 +0%
Focus Partners Wealth
382
Focus Partners Wealth
Massachusetts
$1.11M +$343K +1,656 +45%
PAS
383
PKS Advisory Services
New York
$1.09M +$1.09M +5,280 New
MCA
384
Magnolia Capital Advisors
Mississippi
$1.08M +$24K +116 +2%
HWM
385
HB Wealth Management
Georgia
$1.07M -$100K -483 -9%
CWS
386
Cypress Wealth Services
California
$1.06M +$1.06M +5,146 New
PP
387
Prudential plc
United Kingdom
$1.06M -$788K -3,810 -43%
PA
388
PFG Advisors
Arizona
$1.06M -$39.7K -192 -4%
AI
389
Atom Investors
Texas
$1.04M +$1.04M +5,043 New
FNBTCON
390
First National Bank & Trust Co of Newtown
Pennsylvania
$1.04M – – –
SPA
391
Shore Point Advisors
New Jersey
$1.04M +$59.2K +286 +6%
GRP
392
Global Retirement Partners
California
$1.01M +$565K +2,729 +127%
WA
393
WPG Advisers
Maryland
$1.01M +$1.01M +4,863 New
TSS
394
Two Sigma Securities
New York
$1M +$1M +4,842 New
SWM
395
Silverlake Wealth Management
Vermont
$1M +$205K +990 +26%
PCH
396
PGIM Custom Harvest
New Jersey
$996K +$208K +1,007 +26%
BRWM
397
Blue Rock Wealth Management
North Carolina
$996K +$996K +4,812 New
Walleye Trading
398
Walleye Trading
New York
$993K +$993K +4,800 New
FFA
399
Fragasso Financial Advisors
Pennsylvania
$981K +$207 +1 +0%
VCA
400
Verdence Capital Advisors
Maryland
$975K +$14.5K +70 +2%
14 15
16
17 18