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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 %
AFO
401
Arrowroot Family Office
California
$456K -$1.36K -7 -0.3%
HSBC Holdings
402
HSBC Holdings
United Kingdom
$454K -$555K -2,840 -55%
Fisher Asset Management
403
Fisher Asset Management
Washington
$451K +$109K +557 +32%
FDCDDQ
404
Federation des caisses Desjardins du Quebec
Quebec, Canada
$448K -$44.8K -230 -9%
GRP
405
Global Retirement Partners
California
$441K -$42.1K -216 -9%
FBT
406
First Bank & Trust
South Dakota
$439K -$52.8K -271 -11%
TIAA Trust, National Association
407
TIAA Trust, National Association
North Carolina
$439K +$33.7K +173 +8%
GLA
408
Good Life Advisors
Pennsylvania
$439K – – –
RA
409
RFG Advisory
Alabama
$435K -$292K -1,500 -40%
FAM
410
Family Asset Management
South Carolina
$434K -$9.35K -48 -2%
FWM
411
Fingerlakes Wealth Management
New York
$429K +$390 +2 +0.1%
FMC
412
First Merchants Corp
Indiana
$426K +$426K +2,188 New
LF
413
LifeSteps Financial
California
$421K – – –
TA
414
TKG Advisors
Indiana
$420K +$420K +2,157 New
MMM
415
Mendel Money Management
Illinois
$419K +$1.56K +8 +0.4%
HSA
416
HBK Sorce Advisory
Pennsylvania
$418K -$18.1K -93 -4%
WT
417
Washington Trust
Rhode Island
$412K – – –
VC
418
Vicus Capital
Pennsylvania
$412K – – –
AP
419
Americana Partners
Texas
$408K -$585 -3 -0.1%
EWA
420
EP Wealth Advisors
California
$405K +$28.4K +146 +8%
FLA
421
Financial Life Advisors
Texas
$405K -$92.4K -474 -19%
National Bank of Canada
422
National Bank of Canada
Quebec, Canada
$405K +$10.1K +52 +3%
BC
423
Bowman & Company
Wisconsin
$403K +$53.2K +273 +15%
KC
424
Kingfisher Capital
North Carolina
$402K +$402K +2,061 New
LSA
425
Lion Street Advisors
Texas
$402K +$20.1K +103 +5%
15 16
17
18 19