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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 %
FCFC
426
First Citizens Financial Corp
Iowa
$786K -$76.1K -368 -9%
EWA
427
EP Wealth Advisors
California
$784K +$161K +776 +26%
VWM
428
Venturi Wealth Management
Texas
$777K +$766K +3,700 +6,981%
N
429
Natixis
France
$772K -$32.2K -155 -4%
WS
430
Wedbush Securities
California
$762K +$117K +568 +18%
GA
431
GSG Advisors
New Jersey
$758K +$2.69K +13 +0.4%
SOS
432
Silver Oak Securities
Tennessee
$755K -$844K -4,060 -53%
RCM
433
Riggs Capital Management
Utah
$754K +$754K +3,644 New
IFWM
434
Institute for Wealth Management
Colorado
$754K +$2.48K +12 +0.3%
VFG
435
V2 Financial group
Illinois
$745K – – –
MWM
436
MBE Wealth Management
Wisconsin
$741K +$414 +2 +0.1%
JWBC
437
John W. Brooker & Co
California
$740K +$414 +2 +0.1%
SWA
438
Strata Wealth Advisors
Texas
$739K – – –
AllianceBernstein
439
AllianceBernstein
Tennessee
$724K – – –
Fifth Third Bancorp
440
Fifth Third Bancorp
Ohio
$720K +$93.5K +452 +15%
FA
441
Flagstar Advisors
New York
$719K +$83K +401 +13%
EL
442
EWA LLC
Pennsylvania
$710K -$55.9K -270 -7%
TWA
443
Talisman Wealth Advisors
New Jersey
$709K +$14.7K +71 +2%
ICP
444
Interchange Capital Partners
Pennsylvania
$708K +$708K +3,421 New
MWM
445
Moulton Wealth Management
Washington
$700K -$421K -2,034 -38%
LIA
446
LifePlan Investment Advisors
North Carolina
$697K +$697K +3,367 New
APC
447
Aspire Private Capital
North Carolina
$692K +$396K +1,916 +134%
RCAG
448
Rehmann Capital Advisory Group
Michigan
$691K +$27.7K +134 +4%
RFP
449
RCS Financial Planning
Maryland
$689K +$689K +3,328 New
GT
450
Glenmede Trust
Pennsylvania
$688K – – –
16 17
18
19 20