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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

682 hedge funds and large institutions have $9.65B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 193 increasing their positions, 258 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+45
Holders Change %
+7.06%
% of All Funds
9.89%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.62%
New
115
Increased
193
Reduced
258
Closed
55
Calls
$32.3M
Puts
$643M
Net Calls
-$611M
Net Calls Change
-$614M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$210M
2
BlackRock
BlackRock
New York
+$144M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$111M
4
Bank of America
Bank of America
North Carolina
+$102M
5
AI
AdvisorShares Investments
Maryland
+$93.1M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$421M
2
Morgan Stanley
Morgan Stanley
New York
-$247M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$55.9M
4
SP
Symmetry Partners
Connecticut
-$38.2M
5
AssetMark Inc
AssetMark Inc
California
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
426
Family Management
New York
$399K -$162K -865 -29%
WP
427
WealthShield Partners
North Carolina
$399K -$175K -932 -30%
GWM
428
GDS Wealth Management
Texas
$396K -$37.3K -199 -9%
WT
429
Washington Trust
Rhode Island
$396K – – –
VC
430
Vicus Capital
Pennsylvania
$396K -$31.5K -168 -7%
OC
431
Opinicus Capital
Florida
$393K +$30.7K +164 +8%
AP
432
Americana Partners
Texas
$393K +$132K +704 +51%
OSAM
433
O'Shaughnessy Asset Management
Connecticut
$391K +$267K +1,426 +216%
TIAA Trust, National Association
434
TIAA Trust, National Association
North Carolina
$390K -$5.06K -27 -1%
LT
435
Legacy Trust
Michigan
$386K – – –
ACG
436
Allen Capital Group
Nebraska
$384K – – –
BMWM
437
Brown Miller Wealth Management
Virginia
$382K – – –
APC
438
Aspire Private Capital
North Carolina
$382K +$81.9K +437 +27%
WPW
439
Waldron Private Wealth
Pennsylvania
$380K +$380K +2,030 New
AB
440
Atlas Brown
Kentucky
$375K – – –
National Bank of Canada
441
National Bank of Canada
Quebec, Canada
$374K – – –
Northern Trust
442
Northern Trust
Illinois
$370K -$121K -647 -25%
BOPW
443
Brandywine Oak Private Wealth
Pennsylvania
$370K – – –
DAS
444
Dynamic Advisor Solutions
Arizona
$369K +$71.9K +384 +24%
EWA
445
EP Wealth Advisors
California
$362K -$1.5K -8 -0.4%
SAM
446
Secure Asset Management
Michigan
$361K +$361K +1,928 New
ACI
447
Alpha Cubed Investments
California
$361K -$111K -595 -24%
CWM
448
Centric Wealth Management
Illinois
$358K +$354 +2 +0.1%
CIA
449
Concurrent Investment Advisors
Florida
$358K -$35K -187 -9%
HAS
450
HBW Advisory Services
California
$357K – – –
16 17
18
19 20