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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 %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$69M +$17.1M +91,170 +33%
Goldman Sachs
27
Goldman Sachs
New York
$68.6M +$63.7M +340,199 +1,299%
SP
28
Symmetry Partners
Connecticut
$62.3M -$38.2M -204,067 -38%
AC
29
Apella Capital
Connecticut
$59.1M -$2.83M -15,235 -5%
KeyBank National Association
30
KeyBank National Association
Ohio
$57.8M -$8.9M -47,530 -13%
Osaic Holdings
31
Osaic Holdings
Arizona
$55.1M +$2.8M +14,926 +5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$54.7M +$3.39M +18,102 +7%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$47.5M -$2.8M -14,954 -6%
TC
34
Trilogy Capital
California
$47.2M -$3.34M -17,843 -7%
CCMG
35
Clark Capital Management Group
Pennsylvania
$45.3M +$45.3M +241,996 New
ACM
36
Armbruster Capital Management
New York
$39.1M -$1.01M -5,406 -3%
HPA
37
High Probability Advisors
New York
$37.4M +$493K +2,632 +1%
AAS
38
Ameritas Advisory Services
Nebraska
$37.4M +$2.82M +15,104 +8%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$37.2M +$580K +3,097 +2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$37M +$135K +722 +0.4%
IWC
41
Integrated Wealth Concepts
Massachusetts
$34M -$2.44M -13,046 -7%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$32.9M +$31.5M +168,245 +2,257%
KCM
43
Kathmere Capital Management
Pennsylvania
$32.9M +$511K +2,730 +2%
SCM
44
Stonehearth Capital Management
Massachusetts
$31.8M +$5.69M +30,365 +22%
1WM
45
1900 Wealth Management
Texas
$31.7M -$3.67M -19,602 -10%
PP
46
Prudential plc
United Kingdom
$26.8M +$26.4M +141,175 +7,364%
CCA
47
Cobblestone Capital Advisors
New York
$25.3M +$359K +1,917 +1%
IWS
48
Insight Wealth Strategies
California
$25M -$2.49M -13,304 -9%
Jane Street
49
Jane Street
New York
$23.8M +$19.7M +105,207 +485%
CAN
50
Cetera Advisor Networks
California
$23.7M +$1.92M +10,257 +9%
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