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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 %
MMA
451
Miracle Mile Advisors
California
$350K +$187 +1 +0.1%
JCM
452
Jacobi Capital Management
Pennsylvania
$349K – – –
BMM
453
Berkshire Money Management
Massachusetts
$348K +$348K +1,860 New
OPCM
454
Osborne Partners Capital Management
California
$347K – – –
LRPA
455
L. Roy Papp & Associates
Arizona
$346K – – –
SWM
456
SeaCrest Wealth Management
New York
$345K -$116K -620 -25%
ECG
457
Edge Capital Group
Georgia
$344K – – –
IWS
458
Integrity Wealth Solutions
Colorado
$336K +$187 +1 +0.1%
MAG
459
Members Advisory Group
New York
$336K -$187 -1 -0.1%
BC
460
Bowman & Company
Wisconsin
$336K -$4.5K -24 -1%
AIP
461
Almanack Investment Partners
Pennsylvania
$335K – – –
WCM
462
WealthBridge Capital Management
Ohio
$333K -$40.5K -216 -11%
Fisher Asset Management
463
Fisher Asset Management
Washington
$329K +$329K +1,758 New
QCM
464
QRG Capital Management
Illinois
$329K +$329K +1,755 New
PMG
465
ProVise Management Group
Florida
$325K -$58.1K -310 -15%
TVAMP
466
Tennessee Valley Asset Management Partners
Tennessee
$324K -$8.02M -42,807 -96%
PA
467
Pinnacle Associates
New York
$317K +$24.2K +129 +8%
WA
468
WBH Advisory
Maryland
$316K -$9.93K -53 -3%
FWP
469
FAS Wealth Partners
Kansas
$315K -$18K -96 -5%
WS
470
Wedbush Securities
California
$310K +$37.9K +202 +14%
MIH
471
Meitav Investment House
Israel
$310K – – –
FFA
472
Fortune Financial Advisors
Kansas
$309K +$187 +1 +0.1%
LSA
473
Lion Street Advisors
Texas
$307K – – –
PWMAG
474
Pinnacle Wealth Management Advisory Group
New Jersey
$307K +$14.6K +78 +5%
MFA
475
Morling Financial Advisors
California
$307K +$307K +1,639 New
17 18
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