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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 %
HI
26
Horizon Investments
North Carolina
$80.3M -$160K -822 -0.2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$76M +$4.3M +22,091 +6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$75.3M -$4.05M -20,771 -5%
APSPRSPT
29
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$69.3M +$69.3M +355,498 New
AC
30
Apella Capital
Connecticut
$63.7M +$189K +944 +0.3%
TC
31
Trilogy Capital
California
$54.9M +$5.84M +29,963 +12%
FG
32
Foster Group
Iowa
$54.2M +$40M +205,017 +281%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$54M -$25.9M -133,059 -32%
HPA
34
High Probability Advisors
New York
$52.9M +$13.9M +71,420 +36%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$50.7M -$6.19M -31,774 -11%
KeyBank National Association
36
KeyBank National Association
Ohio
$45M -$15.2M -77,928 -25%
Osaic Holdings
37
Osaic Holdings
Arizona
$44.8M -$12.5M -64,315 -22%
SFS
38
Strategic Financial Services
New York
$41.8M +$21M +107,942 +102%
ACM
39
Armbruster Capital Management
New York
$41.5M +$830K +4,258 +2%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$39.6M +$936K +4,802 +2%
AAS
41
Ameritas Advisory Services
Nebraska
$38.6M -$523K -2,685 -1%
KCM
42
Kathmere Capital Management
Pennsylvania
$35M +$832K +4,267 +2%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$34.5M -$3.94M -20,228 -10%
SCM
44
Stonehearth Capital Management
Massachusetts
$34.4M +$1.29M +6,606 +4%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$34M -$285K -1,462 -0.8%
IWC
46
Integrated Wealth Concepts
Massachusetts
$31.6M -$3.8M -19,489 -11%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$31.1M +$31.1M +159,700 New
1WM
48
1900 Wealth Management
Texas
$27.8M -$5.21M -26,745 -16%
CCA
49
Cobblestone Capital Advisors
New York
$26.6M +$325K +1,669 +1%
IWS
50
Insight Wealth Strategies
California
$26.3M +$301K +1,543 +1%
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