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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 %
UB
526
UMB Bank
Missouri
$452K +$140K +679 +45%
IWP
527
IAG Wealth Partners
Wisconsin
$451K -$67.7K -327 -13%
VPF
528
Vantage Point Financial
Illinois
$448K +$448K +2,163 New
WLIM
529
White Lighthouse Investment Management
Massachusetts
$445K -$50.7K -245 -10%
VC
530
Vicus Capital
Pennsylvania
$437K – – –
CIBC World Market
531
CIBC World Market
Ontario, Canada
$437K +$1.24K +6 +0.3%
FWM
532
Fingerlakes Wealth Management
New York
$436K -$9.52K -46 -2%
DAS
533
Diversify Advisory Services
Utah
$436K +$436K +2,107 New
Vontobel Holding
534
Vontobel Holding
Switzerland
$432K +$432K +2,086 New
FLA
535
Financial Life Advisors
Texas
$430K – – –
LT
536
Legacy Trust
Michigan
$426K – – –
ACG
537
Allen Capital Group
Nebraska
$424K – – –
Group One Trading
538
Group One Trading
Illinois
$424K +$424K +2,047 New
LF
539
LifeSteps Financial
California
$423K -$24.6K -119 -6%
CWM
540
Centric Wealth Management
Illinois
$421K +$1.45K +7 +0.3%
MCFP
541
Mallini Complete Financial Planning
Florida
$420K – – –
EA
542
Ergawealth Advisors
Illinois
$417K -$69.7K -337 -14%
DWM
543
Diversify Wealth Management
Utah
$415K -$14.5K -70 -3%
GLA
544
Good Life Advisors
Pennsylvania
$415K -$501K -2,423 -55%
AB
545
Atlas Brown
Kentucky
$415K +$6.62K +32 +2%
C1AG
546
Client 1st Advisory Group
Florida
$414K -$81.1K -392 -16%
CA
547
CoreCap Advisors
Michigan
$409K +$362K +1,751 +771%
SWM
548
SeaCrest Wealth Management
New York
$409K +$21.5K +104 +6%
BOPW
549
Brandywine Oak Private Wealth
Pennsylvania
$408K – – –
WPC
550
Wedmont Private Capital
Pennsylvania
$408K +$34.8K +168 +9%
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