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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
+$73.7M
2
Citigroup
Citigroup
New York
+$47.6M
3
SA
Sanctuary Advisors
Indiana
+$27.8M
4
EWM
Empirical Wealth Management
Washington
+$26.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
2
BlackRock
BlackRock
New York
-$137M
3
Bank of America
Bank of America
North Carolina
-$125M
4
AI
AdvisorShares Investments
Maryland
-$95.1M
5
SP
Symmetry Partners
Connecticut
-$85.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JEST
476
JTC Employer Solutions Trustee
Jersey
$304K – – –
TFP
477
Traction Financial Partners
Wyoming
$304K – – –
LCC
478
Lincoln Capital Corp
Rhode Island
$296K -$49.5K -244 -14%
PFS
479
Prospera Financial Services
Texas
$296K -$2.61M -12,849 -90%
LCM
480
Lunt Capital Management
Utah
$295K – – –
JCFM
481
JBR Co Financial Management
Oklahoma
$295K – – –
CWM
482
Collaborative Wealth Management
Florida
$295K -$1.62K -8 -0.5%
WEG
483
World Equity Group
Illinois
$294K +$294K +1,452 New
TWM
484
Tradition Wealth Management
Minnesota
$294K +$608 +3 +0.2%
SFG
485
Sovereign Financial Group
Connecticut
$291K -$5.27K -26 -2%
SAW
486
Signal Advisors Wealth
Michigan
$291K +$291K +1,434 New
APC
487
Aspire Private Capital
North Carolina
$290K +$9.33K +46 +3%
LFG
488
Larson Financial Group
Missouri
$289K -$14.8K -73 -5%
CFA
489
Cahill Financial Advisors
Minnesota
$287K +$608 +3 +0.2%
UWM
490
USAdvisors Wealth Management
Minnesota
$286K -$2.62K -13 -0.9%
CIA
491
Capital Investment Advisors
Georgia
$286K -$2.64K -13 -0.9%
RW
492
Rede Wealth
Virginia
$285K -$5.27K -26 -2%
SXL
493
Summit X LLC
Missouri
$284K -$7.4K -38 -3%
OBWG
494
Onyx Bridge Wealth Group
New York
$282K +$203 +1 +0.1%
FFA
495
Fortune Financial Advisors
Kansas
$281K -$30.2K -149 -10%
PAG
496
Private Advisory Group
Washington
$280K -$1.28M -6,334 -82%
MGIA
497
Moneta Group Investment Advisors
Missouri
$279K -$22.7K -112 -8%
AA
498
Advisory Alpha
Michigan
$278K -$20.3K -100 -7%
SP
499
Successful Portfolios
Florida
$278K – – –
OWP
500
ORG Wealth Partners
Texas
$278K +$278K +1,372 New
18 19
20
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