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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

698 hedge funds and large institutions have $9.57B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 188 increasing their positions, 289 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
10.1%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.52%
New
76
Increased
188
Reduced
289
Closed
62
Calls
$54M
Puts
$158M
Net Calls
-$104M
Net Calls Change
+$44.6M

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$73.7M
2
Citigroup
Citigroup
New York
+$47.6M
3
SA
Sanctuary Advisors
Indiana
+$27.8M
4
EWM
Empirical Wealth Management
Washington
+$26.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
2
BlackRock
BlackRock
New York
-$137M
3
Bank of America
Bank of America
North Carolina
-$125M
4
AI
AdvisorShares Investments
Maryland
-$95.1M
5
SP
Symmetry Partners
Connecticut
-$85.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
426
Lion Street Advisors
Texas
$401K -$17.2K -85 -4%
BOPW
427
Brandywine Oak Private Wealth
Pennsylvania
$400K – – –
AB
428
Atlas Brown
Kentucky
$400K -$15.4K -76 -4%
CIA
429
Concurrent Investment Advisors
Florida
$395K +$67.7K +334 +21%
JJBC
430
James J. Burns & Company
New York
$389K +$609 +3 +0.2%
ECA
431
Elevated Capital Advisors
Utah
$387K +$155K +766 +67%
SPWG
432
Syntegra Private Wealth Group
Missouri
$384K -$2.23K -11 -0.6%
TWM
433
Trueblood Wealth Management
Ohio
$382K +$382K +1,886 New
DAS
434
Dynamic Advisor Solutions
Arizona
$381K +$25.7K +127 +7%
SWM
435
SeaCrest Wealth Management
New York
$379K -$36.1K -178 -9%
FIM
436
Freedom Investment Management
Connecticut
$377K +$3.25K +16 +0.9%
MOS
437
MGO One Seven
Ohio
$375K +$375K +1,850 New
LRPA
438
L. Roy Papp & Associates
Arizona
$374K – – –
OC
439
Opinicus Capital
Florida
$374K -$32.6K -161 -8%
ECG
440
Edge Capital Group
Georgia
$372K – – –
EP
441
Edgestream Partners
New Jersey
$368K +$368K +1,813 New
MMM
442
Mendel Money Management
Illinois
$367K -$68.1K -336 -16%
WPC
443
Wedmont Private Capital
Pennsylvania
$365K – – –
MAG
444
Members Advisory Group
New York
$365K +$810 +4 +0.2%
IWS
445
Integrity Wealth Solutions
Colorado
$364K +$203 +1 +0.1%
AIP
446
Almanack Investment Partners
Pennsylvania
$363K – – –
WCM
447
WealthBridge Capital Management
Ohio
$360K – – –
ACI
448
Alpha Cubed Investments
California
$359K – – –
QCM
449
Quantinno Capital Management
New York
$357K +$51.5K +254 +17%
OL
450
Owen LaRue
Kentucky
$355K +$86.4K +426 +32%
16 17
18
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