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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 %
SWM
476
Sugarloaf Wealth Management
Georgia
$301K – – –
FWP
477
FAS Wealth Partners
Kansas
$300K -$27.3K -140 -8%
FFA
478
Fortune Financial Advisors
Kansas
$299K -$22.4K -115 -7%
DWP
479
Destiny Wealth Partners
Florida
$296K -$16.2K -83 -5%
QCM
480
Quantinno Capital Management
New York
$294K – – –
MIC
481
Meridian Investment Counsel
California
$293K +$293K +1,504 New
JEST
482
JTC Employer Solutions Trustee
Jersey
$293K – – –
LFG
483
Larson Financial Group
Missouri
$292K +$37K +190 +14%
TFP
484
Traction Financial Partners
Wyoming
$292K -$7.8K -40 -3%
SXL
485
Summit X LLC
Missouri
$292K -$8.97K -46 -3%
NDSI
486
Newman Dignan & Sheerar Inc
Rhode Island
$292K +$1.56K +8 +0.5%
MGIA
487
Moneta Group Investment Advisors
Missouri
$290K -$5.85K -30 -2%
AA
488
Advisory Alpha
Michigan
$287K +$4.09K +21 +1%
CWM
489
Collaborative Wealth Management
Florida
$285K -$26.7K -137 -9%
DWT
490
Dorsey & Whitney Trust
South Dakota
$285K +$285K +1,462 New
SFG
491
Sovereign Financial Group
Connecticut
$285K -$181K -928 -39%
LCM
492
Lunt Capital Management
Utah
$284K – – –
JCFM
493
JBR Co Financial Management
Oklahoma
$284K +$58.1K +298 +26%
HGERS
494
Householder Group Estate & Retirement Specialist
Arizona
$283K -$34.8K -179 -11%
TWM
495
Tradition Wealth Management
Minnesota
$282K +$390 +2 +0.1%
TCM
496
TD Capital Management
Tennessee
$281K +$195 +1 +0.1%
RW
497
Rede Wealth
Virginia
$279K -$11.9K -61 -4%
UWM
498
USAdvisors Wealth Management
Minnesota
$279K +$389 +2 +0.1%
CIA
499
Capital Investment Advisors
Georgia
$277K +$8.96K +46 +3%
UAG
500
United Advisor Group
Ohio
$276K +$276K +1,418 New
18 19
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