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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 %
LT
426
Legacy Trust
Michigan
$401K – – –
SWM
427
SeaCrest Wealth Management
New York
$399K +$40.7K +209 +11%
ACG
428
Allen Capital Group
Nebraska
$399K – – –
AB
429
Atlas Brown
Kentucky
$399K +$8.57K +44 +2%
GWM
430
GDS Wealth Management
Texas
$396K -$16K -82 -4%
CIBC World Market
431
CIBC World Market
Ontario, Canada
$391K +$391K +2,004 New
OC
432
Opinicus Capital
Florida
$391K -$17.9K -92 -4%
BOPW
433
Brandywine Oak Private Wealth
Pennsylvania
$385K – – –
MMA
434
Miracle Mile Advisors
California
$384K +$19.7K +101 +5%
CWM
435
Centric Wealth Management
Illinois
$381K – – –
JJBC
436
James J. Burns & Company
New York
$372K +$372K +1,913 New
HCC
437
Hirtle Callaghan & Co
Pennsylvania
$371K +$371K +1,906 New
SPWG
438
Syntegra Private Wealth Group
Missouri
$371K -$69.4K -356 -16%
WP
439
WealthShield Partners
North Carolina
$370K -$44.2K -227 -11%
Tudor Investment Corp
440
Tudor Investment Corp
Connecticut
$370K +$370K +1,898 New
AWA
441
Arkadios Wealth Advisors
Georgia
$368K +$50.7K +260 +16%
DSCM
442
Del-Sette Capital Management
New York
$365K +$156K +801 +75%
BMWM
443
Brown Miller Wealth Management
Virginia
$360K -$37K -190 -9%
WPC
444
Wedmont Private Capital
Pennsylvania
$360K +$360K +1,804 New
LRPA
445
L. Roy Papp & Associates
Arizona
$360K – – –
FIM
446
Freedom Investment Management
Connecticut
$359K -$60K -308 -14%
E3F
447
Eight 31 Financial
Texas
$358K -$1.71M -8,778 -83%
ECG
448
Edge Capital Group
Georgia
$358K – – –
PA
449
Prism Advisors
California
$356K -$62K -318 -15%
Empower Advisory Group
450
Empower Advisory Group
Colorado
$353K +$353K +1,809 New
16 17
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