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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
$1.6B
2
Citigroup
Citigroup
New York
$51.3M
3
SA
Sanctuary Advisors
Indiana
$34M
4
EWM
Empirical Wealth Management
Washington
$195M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$137M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$75M
2
BlackRock
BlackRock
New York
$168M
3
Bank of America
Bank of America
North Carolina
$247M
4
AI
AdvisorShares Investments
Maryland
$0
5
SP
Symmetry Partners
Connecticut
$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$63.3M -$15.8M -78,004 -20%
TC
27
Trilogy Capital
California
$58.7M +$1.49M +7,343 +3%
FG
28
Foster Group
Iowa
$57.4M +$1.02M +5,035 +2%
HPA
29
High Probability Advisors
New York
$56.3M +$1.26M +6,212 +2%
Citigroup
30
Citigroup
New York
$51.3M +$47.6M +234,524 +1,267%
Goldman Sachs
31
Goldman Sachs
New York
$44.3M -$71.7M -353,616 -62%
SFS
32
Strategic Financial Services
New York
$44.1M +$649K +3,202 +1%
KeyBank National Association
33
KeyBank National Association
Ohio
$44.1M -$2.72M -13,392 -6%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$41.8M -$11M -54,230 -21%
ACM
35
Armbruster Capital Management
New York
$40.6M -$2.62M -12,923 -6%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$40M -$16.2M -79,705 -29%
Osaic Holdings
37
Osaic Holdings
Arizona
$38.4M -$8.2M -40,436 -18%
AAS
38
Ameritas Advisory Services
Nebraska
$37.7M -$2.52M -12,442 -6%
IWC
39
Integrated Wealth Concepts
Massachusetts
$37.2M +$4.32M +21,300 +13%
KCM
40
Kathmere Capital Management
Pennsylvania
$37.2M +$727K +3,584 +2%
SCM
41
Stonehearth Capital Management
Massachusetts
$36.2M +$422K +2,083 +1%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$35.8M -$102K -501 -0.3%
SA
43
Sanctuary Advisors
Indiana
$34M +$27.8M +129,521 +455%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$31.1M -$4.23M -20,867 -12%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$30.4M -$10.7M -52,996 -26%
1WM
46
1900 Wealth Management
Texas
$28M -$893K -4,402 -3%
CCA
47
Cobblestone Capital Advisors
New York
$27.8M +$33.3K +164 +0.1%
OIA
48
OneDigital Investment Advisors
Kansas
$25.4M -$685K -3,377 -3%
AIM
49
Acropolis Investment Management
Missouri
$25.1M +$9.73K +48 +0%
NYLIM
50
New York Life Investment Management
New York
$25.1M +$9.28M +45,744 +59%
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