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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

863 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 217 funds opening new positions, 317 increasing their positions, 196 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
863
Holders Change
+165
Holders Change %
+23.64%
% of All Funds
11.49%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.61%
New
217
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
+$963M
2
LPL Financial
LPL Financial
California
+$276M
3
Goldman Sachs
Goldman Sachs
New York
+$190M
4
Morgan Stanley
Morgan Stanley
New York
+$159M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$157M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$208M
2
SC
Savant Capital
Illinois
-$18.9M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$14.1M
4
GM
GeoWealth Management
Illinois
-$12.3M
5
AC
Apella Capital
Connecticut
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
VT
476
Vise Technologies
New York
$582K -$59.2K -286 -9%
Pathstone Holdings
477
Pathstone Holdings
New Jersey
$581K -$2.48K -12 -0.4%
JAA
478
Joel Adams & Associates
North Carolina
$581K +$581K +2,807 New
IAG
479
Investment Advisory Group
Massachusetts
$577K +$207 +1 +0%
CA
480
CGN Advisors
Kansas
$573K -$103K -499 -15%
MFWP
481
Mosaic Family Wealth Partners
Missouri
$566K +$9.31K +45 +2%
LWM
482
LongView Wealth Management
Georgia
$565K +$11.2K +54 +2%
PPWM
483
Perissos Private Wealth Management
Oklahoma
$564K -$18.6K -90 -3%
LSA
484
Lion Street Advisors
Texas
$560K +$150K +727 +37%
WEG
485
World Equity Group
Illinois
$558K +$257K +1,244 +86%
AWA
486
Amplius Wealth Advisors
Pennsylvania
$557K – – –
MCC
487
Money Concepts Capital
Florida
$548K +$196K +945 +55%
LIA
488
LS Investment Advisors
Michigan
$548K – – –
LFAS
489
Level Four Advisory Services
Texas
$544K -$27.3K -132 -5%
HWM
490
Hemington Wealth Management
Virginia
$542K – – –
BB
491
Busey Bank
Illinois
$542K -$36K -174 -6%
TWM
492
Trueblood Wealth Management
Ohio
$541K +$151K +729 +39%
KWAG
493
Kiely Wealth Advisory Group
North Carolina
$540K +$188K +826 +53%
MG
494
Mather Group
Illinois
$540K +$410K +1,983 +317%
GSEP
495
Golden State Equity Partners
California
$534K +$36.8K +178 +7%
FIM
496
Freedom Investment Management
Connecticut
$526K +$142K +684 +37%
MIM
497
MTM Investment Management
South Carolina
$522K -$207 -1 -0%
KF
498
KKM Financial
Illinois
$522K – – –
TCA
499
Transcend Capital Advisors
New Jersey
$507K +$507K +2,451 New
FW
500
FullCircle Wealth
Texas
$506K +$506K +2,222 New
18 19
20
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