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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 %
SGWM
451
Sterling Group Wealth Management
California
$348K – – –
MCC
452
Money Concepts Capital
Florida
$346K +$203 +1 +0.1%
Wolverine Trading
453
Wolverine Trading
Illinois
$342K +$342K +1,693 New
MWM
454
MinichMacGregor Wealth Management
New York
$340K +$12.8K +63 +4%
JCM
455
Jacobi Capital Management
Pennsylvania
$340K -$6.08K -30 -2%
Empower Advisory Group
456
Empower Advisory Group
Colorado
$337K -$29.6K -146 -8%
AF
457
Aviso Financial
Ontario, Canada
$337K +$116K +572 +53%
AFO
458
Arrowroot Family Office
California
$336K -$138K -681 -29%
OPCM
459
Osborne Partners Capital Management
California
$332K – – –
KWAG
460
Kiely Wealth Advisory Group
North Carolina
$330K +$330K +1,553 New
PWMAG
461
Pinnacle Wealth Management Advisory Group
New Jersey
$330K – – –
CFG
462
Cooper Financial Group
California
$330K -$2.23K -11 -0.7%
WTA
463
Washington Trust Advisors
Massachusetts
$324K – – –
SFSG
464
Sound Financial Strategies Group
Mississippi
$324K -$4.06K -20 -1%
National Bank of Canada
465
National Bank of Canada
Quebec, Canada
$321K -$100K -493 -24%
WA
466
WBH Advisory
Maryland
$317K -$14.2K -70 -4%
FWP
467
FAS Wealth Partners
Kansas
$313K +$608 +3 +0.2%
TVAMP
468
Tennessee Valley Asset Management Partners
Tennessee
$312K -$7.7K -38 -2%
NDSI
469
Newman Dignan & Sheerar Inc
Rhode Island
$309K – – –
DWP
470
Destiny Wealth Partners
Florida
$308K – – –
SWM
471
Sugarloaf Wealth Management
Georgia
$308K -$5.07K -25 -2%
DSCM
472
Del-Sette Capital Management
New York
$307K -$72.6K -358 -19%
UB
473
UMB Bank
Missouri
$305K -$905K -4,465 -75%
DFG
474
Delta Financial Group
New Jersey
$305K +$305K +1,502 New
MIC
475
Meridian Investment Counsel
California
$305K – – –
17 18
19
20 21