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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 %
CTWM
551
Cherry Tree Wealth Management
Minnesota
$210K -$54K -277 -20%
EFN
552
Equita Financial Network
Pennsylvania
$209K +$209K +1,070 New
TSS
553
Two Sigma Securities
New York
$209K -$10.5K -54 -5%
CCM
554
Coldstream Capital Management
Washington
$206K +$206K +1,058 New
GF
555
Gries Financial
Ohio
$205K -$413K -2,121 -67%
FFP
556
FourThought Financial Partners
Florida
$205K +$205K +1,053 New
KWM
557
Kingsview Wealth Management
Oregon
$205K +$205K +1,053 New
AWA
558
Arete Wealth Advisors
Illinois
$205K +$205K +1,051 New
CB
559
Cadence Bank
Mississippi
$204K -$34.3K -176 -14%
BP
560
BBR Partners
New York
$204K +$204K +1,045 New
SFC
561
SYM Financial Corp
Indiana
$203K +$203K +1,043 New
BHBT
562
Burke & Herbert Bank & Trust
Virginia
$202K +$202K +1,037 New
CWM
563
Certus Wealth Management
California
$202K +$202K +1,036 New
GWSG
564
GPS Wealth Strategies Group
Colorado
$188K – – –
FGAM
565
Financial Gravity Asset Management
Texas
$188K -$353K -1,811 -65%
KFI
566
Key Financial Inc
Pennsylvania
$185K – – –
JWM
567
Janiczek Wealth Management
Colorado
$179K -$2.14K -11 -1%
CT
568
Colonial Trust
South Carolina
$175K – – –
SC
569
Stephens Consulting
Michigan
$174K – – –
QCG
570
Quadrant Capital Group
Ohio
$174K -$5.46K -28 -3%
CNBTD
571
Citizens National Bank Trust Department
Mississippi
$169K – – –
WWP
572
WR Wealth Planners
Missouri
$167K -$2.15K -11 -1%
FPB
573
First PREMIER Bank
South Dakota
$163K – – –
SOAMC
574
Spirit of America Management Corp
New York
$159K -$3.31K -17 -2%
BCWM
575
Bartlett & Co Wealth Management
Ohio
$158K -$19.1K -98 -11%
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