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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

862 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 216 funds opening new positions, 317 increasing their positions, 196 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
862
Holders Change
+164
Holders Change %
+23.5%
% of All Funds
11.48%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.61%
New
216
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
$2.61B
2
LPL Financial
LPL Financial
California
$404M
3
Goldman Sachs
Goldman Sachs
New York
$235M
4
Morgan Stanley
Morgan Stanley
New York
$455M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$233M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.43B
2
SC
Savant Capital
Illinois
$132M
3
IWC
Integrated Wealth Concepts
Massachusetts
$23.9M
4
GM
GeoWealth Management
Illinois
$9.98M
5
AC
Apella Capital
Connecticut
$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$103M -$2.53M -12,210 -2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$98.5M +$31.2M +150,914 +46%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$88M +$51.4M +248,600 +141%
MML Investors Services
29
MML Investors Services
Massachusetts
$80.6M +$70.1M +338,577 +665%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$77.7M +$46M +222,177 +145%
APSPRSPT
31
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$74M -$1.04M -5,045 -1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$69.1M +$26.4M +127,772 +62%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$65.6M +$64.3M +310,782 +4,900%
SRA
34
Summit Rock Advisors
New York
$65.4M +$65.4M +315,070 New
OIA
35
OneDigital Investment Advisors
Kansas
$62M +$36.1M +174,257 +139%
FG
36
Foster Group
Iowa
$61.7M +$3.11M +15,032 +5%
HPA
37
High Probability Advisors
New York
$59.4M +$2M +9,675 +3%
TC
38
Trilogy Capital
California
$58.6M -$1.27M -6,140 -2%
AI
39
AdvisorShares Investments
Maryland
$56.6M +$56.6M +273,352 New
AC
40
Apella Capital
Connecticut
$55.2M -$12M -58,105 -18%
SWP
41
Sagespring Wealth Partners
Tennessee
$51.1M +$51.1M +246,734 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$49M +$17.9M +86,619 +58%
Osaic Holdings
43
Osaic Holdings
Arizona
$49M +$15.4M +86,779 +46%
DWM
44
Dynasty Wealth Management
Florida
$48M +$28.3M +136,871 +144%
FIA
45
Foundations Investment Advisors
Arizona
$46.6M +$33.1M +159,916 +246%
PPFA
46
Provida Pension Fund Administrator
Chile
$45.8M +$45.8M +221,425 New
SFS
47
Strategic Financial Services
New York
$45.8M +$777K +3,755 +2%
AAS
48
Ameritas Advisory Services
Nebraska
$44.7M +$6.26M +30,258 +16%
KeyBank National Association
49
KeyBank National Association
Ohio
$43.8M -$1.2M -5,790 -3%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$42.1M +$1.23M +5,963 +3%
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