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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 %
MAG
451
Members Advisory Group
New York
$350K +$390 +2 +0.1%
IWS
452
Integrity Wealth Solutions
Colorado
$350K – – –
AIP
453
Almanack Investment Partners
Pennsylvania
$348K – – –
WCM
454
WealthBridge Capital Management
Ohio
$346K – – –
ACI
455
Alpha Cubed Investments
California
$346K -$29.8K -153 -8%
SAM
456
Secure Asset Management
Michigan
$345K -$31K -159 -8%
DAS
457
Dynamic Advisor Solutions
Arizona
$342K -$41.7K -214 -11%
PMG
458
ProVise Management Group
Florida
$338K +$195 +1 +0.1%
SGWM
459
Sterling Group Wealth Management
California
$334K +$334K +1,714 New
JCM
460
Jacobi Capital Management
Pennsylvania
$332K -$31.2K -160 -9%
MCC
461
Money Concepts Capital
Florida
$332K -$189K -970 -36%
LCC
462
Lincoln Capital Corp
Rhode Island
$332K -$127K -651 -28%
PA
463
Pinnacle Associates
New York
$327K -$2.34K -12 -0.7%
MIH
464
Meitav Investment House
Israel
$322K – – –
CFG
465
Cooper Financial Group
California
$319K +$47.9K +246 +18%
OPCM
466
Osborne Partners Capital Management
California
$319K -$41.9K -215 -12%
WA
467
WBH Advisory
Maryland
$318K -$10.3K -53 -3%
PWMAG
468
Pinnacle Wealth Management Advisory Group
New Jersey
$317K -$2.34K -12 -0.7%
SFSG
469
Sound Financial Strategies Group
Mississippi
$315K +$315K +1,619 New
CIA
470
Concurrent Investment Advisors
Florida
$315K -$57.5K -295 -15%
MWM
471
MinichMacGregor Wealth Management
New York
$314K +$2.14K +11 +0.7%
Northern Trust
472
Northern Trust
Illinois
$312K -$72.9K -374 -19%
WTA
473
Washington Trust Advisors
Massachusetts
$312K – – –
TVAMP
474
Tennessee Valley Asset Management Partners
Tennessee
$308K -$29K -149 -9%
LWM
475
Liberty Wealth Management
California
$303K +$296K +120,968 +4,143%
17 18
19
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