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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 %
EFL
401
ERn Financial LLC
Wisconsin
$971K -$2.48K -12 -0.3%
GSWM
402
Golden State Wealth Management
California
$970K +$970K +4,688 New
APWM
403
Anchor Pointe Wealth Management
Missouri
$960K +$960K +4,620 New
LF
404
Lantz Financial
Illinois
$947K +$947K +4,575 New
SAI
405
Savvy Advisors Inc
New York
$944K +$944K +4,560 New
Northern Trust
406
Northern Trust
Illinois
$927K -$94.1K -455 -9%
PAG
407
Private Advisory Group
Washington
$926K +$640K +3,094 +224%
AP
408
Aspect Partners
Virginia
$916K -$828 -4 -0.1%
CAWM
409
Capital A Wealth Management
Pennsylvania
$911K +$911K +4,404 New
BFS
410
BridgePort Financial Solutions
Iowa
$906K +$906K +4,223 New
SFG
411
Sovereign Financial Group
Connecticut
$895K +$598K +2,891 +201%
VFA
412
Valeo Financial Advisors
Indiana
$883K -$8.07K -39 -0.9%
KSWA
413
Kathleen S. Wright Associates
Pennsylvania
$875K – – –
HIM
414
Hanlon Investment Management
New Jersey
$868K +$270K +1,303 +45%
SCM
415
Sollinda Capital Management
Florida
$864K +$16.8K +81 +2%
Financial Engines Advisors
416
Financial Engines Advisors
California
$847K -$33.5K -162 -4%
LF
417
Lee Financial
Texas
$836K -$41.4K -200 -5%
LSA
418
Lansing Street Advisors
Pennsylvania
$827K +$2.9K +14 +0.4%
Squarepoint
419
Squarepoint
New York
$827K -$1.23M -5,954 -60%
FWA
420
FSM Wealth Advisors
Ohio
$826K -$1.72K -8 -0.2%
CWM
421
Centurion Wealth Management
Virginia
$825K +$619K +2,990 +299%
PTC
422
Private Trust Company
Ohio
$811K +$214K +1,036 +36%
CIA
423
Concurrent Investment Advisors
Florida
$792K +$389K +1,878 +96%
AFC
424
Adaptive Financial Consulting
Ohio
$788K -$3.1K -15 -0.4%
CFD
425
Creative Financial Designs
Indiana
$788K +$2.28K +11 +0.3%
15 16
17
18 19