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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

698 hedge funds and large institutions have $9.57B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 188 increasing their positions, 289 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
10.1%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.52%
New
76
Increased
188
Reduced
289
Closed
62
Calls
$54M
Puts
$158M
Net Calls
-$104M
Net Calls Change
+$44.6M

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.6B
2
Citigroup
Citigroup
New York
$51.3M
3
SA
Sanctuary Advisors
Indiana
$34M
4
EWM
Empirical Wealth Management
Washington
$195M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$137M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$75M
2
BlackRock
BlackRock
New York
$168M
3
Bank of America
Bank of America
North Carolina
$247M
4
AI
AdvisorShares Investments
Maryland
$0
5
SP
Symmetry Partners
Connecticut
$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
4WM
551
4J Wealth Management
Virginia
$221K – – –
CTWM
552
Cherry Tree Wealth Management
Minnesota
$220K +$1.62K +8 +0.7%
1SB
553
1ST Source Bank
Indiana
$219K +$219K +1,080 New
CWM
554
Certus Wealth Management
California
$215K +$5.27K +26 +3%
TP
555
Tranquility Partners
Tennessee
$214K -$11.2K -55 -5%
FFP
556
FourThought Financial Partners
Florida
$214K +$203 +1 +0.1%
CB
557
Cadence Bank
Mississippi
$212K – – –
BP
558
BBR Partners
New York
$212K – – –
SFC
559
SYM Financial Corp
Indiana
$211K – – –
SAM
560
Strategy Asset Managers
California
$211K +$211K +1,041 New
BHBT
561
Burke & Herbert Bank & Trust
Virginia
$210K – – –
HGERS
562
Householder Group Estate & Retirement Specialist
Arizona
$207K -$87K -431 -30%
EA
563
Everpar Advisors
Oklahoma
$204K +$204K +1,008 New
ATC
564
Argent Trust Co
Tennessee
$203K -$372K -1,833 -65%
NCM
565
NCM Capital Management
New Jersey
$203K -$20.3K -100 -9%
SB
566
Simmons Bank
Arkansas
$203K +$203K +1,000 New
ZF
567
Zhang Financial
Michigan
$203K +$203K +1,000 New
ACP
568
Aviance Capital Partners
Florida
$203K +$203K +1,000 New
CWM
569
Centurion Wealth Management
Virginia
$203K +$203K +999 New
Wealthfront Advisers
570
Wealthfront Advisers
California
$202K +$202K +997 New
IDA
571
Intelligence Driven Advisers
California
$202K -$57K -281 -22%
AWM
572
Ariadne Wealth Management
California
$201K +$201K +955 New
EL
573
EQ LLC
Washington
$201K +$201K +990 New
AI
574
Accredited Investors
Minnesota
$200K +$200K +987 New
GWSG
575
GPS Wealth Strategies Group
Colorado
$196K +$405 +2 +0.2%
21 22
23
24 25