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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 %
AWA
451
Arkadios Wealth Advisors
Georgia
$683K +$227K +1,097 +50%
DWM
452
Dakota Wealth Management
Florida
$682K -$9.31K -45 -1%
ATC
453
Advantage Trust Company
Kansas
$682K – – –
BAM
454
Belpointe Asset Management
Nevada
$678K – – –
CFS
455
CRA Financial Services
New Jersey
$671K -$16.6K -80 -2%
BWA
456
Burt Wealth Advisors
Maryland
$658K – – –
Bessemer Group
457
Bessemer Group
New Jersey
$658K +$381K +1,843 +138%
BW
458
Bison Wealth
Georgia
$651K +$27.5K +133 +4%
MW
459
Maia Wealth
Colorado
$650K +$58.6K +274 +10%
GF
460
Gries Financial
Ohio
$634K +$9.93K +48 +2%
AAG
461
Armstrong Advisory Group
Massachusetts
$633K +$207 +1 +0%
ES
462
Eagle Strategies
New York
$627K +$1.24K +6 +0.2%
BWA
463
BCU Wealth Advisors
Illinois
$620K +$620K +2,996 New
CA
464
Clearstead Advisors
Ohio
$619K – – –
BWP
465
Bernardo Wealth Planning
Pennsylvania
$618K – – –
DWM
466
Dopkins Wealth Management
New York
$608K +$608K +2,940 New
BFG
467
Baron Financial Group
New Jersey
$608K -$6.21K -30 -1%
AGP
468
Aspire Growth Partners
Florida
$601K +$601K +2,903 New
SFSG
469
Sound Financial Strategies Group
Mississippi
$596K +$265K +1,281 +80%
CRI
470
Commonwealth Retirement Investments
Virginia
$594K +$594K +2,870 New
WAL
471
W Advisors LLC
Tennessee
$589K +$589K +2,846 New
CCC
472
Compass Capital Corp
Massachusetts
$588K +$588K +2,634 New
O3W
473
Omni 360 Wealth
New Jersey
$586K -$25.7K -124 -4%
PWM
474
Palumbo Wealth Management
New York
$585K +$1.66K +8 +0.3%
KFGG
475
Keystone Financial Group (Georgia)
Georgia
$584K +$584K +2,822 New
17 18
19
20 21