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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 %
OAP
501
One Advisory Partners
Kansas
$275K -$8.96K -46 -3%
CFA
502
Cahill Financial Advisors
Minnesota
$275K +$390 +2 +0.1%
VFG
503
Victory Financial Group
Texas
$274K +$274K +1,406 New
CW
504
CreativeOne Wealth
Kansas
$272K -$450K -2,310 -62%
OBWG
505
Onyx Bridge Wealth Group
New York
$271K -$6.24K -32 -2%
MWM
506
Meridian Wealth Management
Kentucky
$270K +$270K +1,385 New
APC
507
Aspire Private Capital
North Carolina
$270K -$127K -653 -32%
PCM
508
Parsons Capital Management
Rhode Island
$268K -$5.26K -27 -2%
SP
509
Successful Portfolios
Florida
$267K -$8.19K -42 -3%
VIM
510
Vista Investment Management
Pennsylvania
$266K – – –
HOWA
511
Heritage Oak Wealth Advisors
Florida
$264K +$264K +1,355 New
LA
512
LPF Advisors
Florida
$259K +$259K +1,329 New
OL
513
Owen LaRue
Kentucky
$258K -$37.4K -192 -13%
CSWM
514
Cassady Schiller Wealth Management
Ohio
$257K – – –
GT
515
Greenleaf Trust
Michigan
$255K – – –
IWM
516
IHT Wealth Management
Illinois
$255K -$252K -1,294 -50%
AQR Capital Management
517
AQR Capital Management
Connecticut
$253K +$253K +1,297 New
FFA
518
Farther Finance Advisors
California
$253K +$85.7K +439 +51%
TWA
519
TCI Wealth Advisors
Arizona
$252K – – –
DWM
520
Darwin Wealth Management
Florida
$251K -$3.9K -20 -2%
HIF
521
Hill Island Financial
Michigan
$249K +$195 +1 +0.1%
SG
522
StoneX Group
New York
$249K -$14.2K -73 -5%
IDA
523
Intelligence Driven Advisers
California
$248K – – –
OCM
524
Orion Capital Management
California
$248K -$14.6K -75 -6%
CFGS
525
Concourse Financial Group Securities
Alabama
$246K +$59.2K +304 +32%
19 20
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