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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 %
AWM
526
Axxcess Wealth Management
California
$246K -$28.8K -148 -10%
IWA
527
Icon Wealth Advisors
Texas
$245K -$6.11K -32 -2%
T
528
TNF
Montana
$244K -$6.01K -32 -2%
IC
529
Inscription Capital
Texas
$244K – – –
PG
530
Prostatis Group
Maryland
$239K -$454K -2,328 -65%
HGWM
531
Horst & Graben Wealth Management
Oregon
$234K -$3.9K -20 -2%
WJA
532
Willis Johnson & Associates
Texas
$232K – – –
PAMG
533
Patton Albertson Miller Group
Tennessee
$230K -$6.82K -35 -3%
RRCM
534
Rappaport Reiches Capital Management
Illinois
$230K – – –
GWS
535
Glassman Wealth Services
Virginia
$228K – – –
AFG
536
Allegheny Financial Group
Pennsylvania
$225K +$225K +1,153 New
RHP
537
Royal Harbor Partners
Texas
$223K – – –
ECA
538
Elevated Capital Advisors
Utah
$223K -$48.5K -249 -18%
PWM
539
Prosperity Wealth Management
California
$222K +$222K +1,138 New
SWM
540
Sculati Wealth Management
Michigan
$219K -$28.1K -144 -11%
CGFA
541
Colton Groome Financial Advisors
North Carolina
$217K -$62.9K -323 -22%
TP
542
Tranquility Partners
Tennessee
$217K -$25.7K -132 -11%
BWA
543
Bordeaux Wealth Advisors
California
$217K +$1.56K +8 +0.7%
EE
544
EWG Elevate
California
$215K -$1.57M -8,057 -88%
NCM
545
NCM Capital Management
New Jersey
$214K – – –
FCI
546
Financial Counselors Inc
Kansas
$213K – – –
NHT
547
New Hampshire Trust
New Hampshire
$213K – – –
4WM
548
4J Wealth Management
Virginia
$212K -$22.4K -115 -10%
Bessemer Group
549
Bessemer Group
New Jersey
$212K -$16.2K -83 -7%
AF
550
Aviso Financial
Ontario, Canada
$212K +$212K +1,088 New
20 21
22
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