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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 %
SWAG
501
Spectrum Wealth Advisory Group
California
$504K +$207 +1 +0%
IWM
502
IHT Wealth Management
Illinois
$502K +$230K +1,111 +84%
RCA
503
Runnymede Capital Advisors
Ohio
$502K +$502K +2,424 New
RCM
504
Raleigh Capital Management
North Carolina
$501K +$495K +2,394 +8,867%
FFA
505
First Foundation Advisors
California
$497K -$15.5K -75 -3%
EC
506
Estate Counselors
Wisconsin
$497K – – –
NMG
507
New Millennium Group
Utah
$493K -$20.9K -101 -4%
TIAA Trust, National Association
508
TIAA Trust, National Association
North Carolina
$492K -$8.9K -43 -2%
RWS
509
Retirement Wealth Solutions
Wisconsin
$491K +$491K +2,372 New
AFW
510
Avantra Family Wealth
Pennsylvania
$490K +$490K +2,367 New
SPI
511
Santori & Peters Inc
Pennsylvania
$487K -$25.5K -123 -5%
WC
512
Waterloo Capital
Texas
$485K -$47.6K -230 -9%
HFA
513
Hershey Financial Advisers
Pennsylvania
$476K +$476K +2,298 New
OPWM
514
Oxinas Partners Wealth Management
Indiana
$474K -$79.7K -385 -14%
KIM
515
Kane Investment Management
California
$474K +$474K +2,289 New
GWM
516
GDS Wealth Management
Texas
$469K +$34.3K +166 +8%
Bank of Montreal
517
Bank of Montreal
Ontario, Canada
$468K -$45.1K -218 -9%
FBT
518
First Bank & Trust
South Dakota
$460K +$18.8K +91 +4%
TWP
519
Tyche Wealth Partners
Texas
$459K -$65.2K -315 -12%
HAS
520
HBW Advisory Services
California
$458K -$12.4K -60 -3%
FMWA
521
Forvis Mazars Wealth Advisors
Missouri
$457K – – –
FPW
522
Fairvoy Private Wealth
Alabama
$453K +$453K +2,190 New
FMC
523
First Merchants Corp
Indiana
$453K – – –
EFMC
524
Empire Financial Management Company
New York
$453K -$20.7K -100 -4%
FDCDDQ
525
Federation des caisses Desjardins du Quebec
Quebec, Canada
$452K +$9.93K +48 +2%
19 20
21
22 23