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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 %
FI
551
FWG Investments
Kentucky
$406K +$406K +1,960 New
PA
552
Pinnacle Associates
New York
$403K +$80.1K +387 +25%
BC
553
Bowman & Company
Wisconsin
$400K -$24.2K -117 -6%
ACM
554
Absolute Capital Management
Pennsylvania
$400K +$400K +1,924 New
OL
555
Owen LaRue
Kentucky
$399K +$37K +179 +10%
JFGIW
556
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$399K +$126K +576 +46%
LSL
557
Legacy Solutions LLC
Pennsylvania
$398K +$398K +1,922 New
CFG
558
Cornerstone Financial Group
Nebraska
$392K +$392K +1,895 New
OWP
559
ORG Wealth Partners
Texas
$389K +$106K +510 +37%
SPWG
560
Syntegra Private Wealth Group
Missouri
$389K -$3.1K -15 -0.8%
AA
561
Armis Advisers
Georgia
$387K +$387K +1,868 New
SAW
562
Signal Advisors Wealth
Michigan
$385K +$88.6K +428 +30%
LRPA
563
L. Roy Papp & Associates
Arizona
$382K – – –
AWM
564
Axxcess Wealth Management
California
$380K +$380K +1,837 New
XT
565
XTX Topco
Cayman Islands
$378K +$378K +1,826 New
ECA
566
Elevated Capital Advisors
Utah
$376K -$19.2K -93 -5%
AWA
567
Arete Wealth Advisors
Illinois
$374K +$374K +1,809 New
GVAG
568
Great Valley Advisor Group
Delaware
$374K +$374K +1,805 New
IWS
569
Integrity Wealth Solutions
Colorado
$372K +$414 +2 +0.1%
WANY
570
Wealthspire Advisors (New York)
New York
$371K +$371K +1,794 New
AIP
571
Almanack Investment Partners
Pennsylvania
$370K – – –
WCM
572
WealthBridge Capital Management
Ohio
$369K +$2.07K +10 +0.6%
ACI
573
Alpha Cubed Investments
California
$367K +$207 +1 +0.1%
QCM
574
Quantinno Capital Management
New York
$365K – – –
Empower Advisory Group
575
Empower Advisory Group
Colorado
$360K +$15.5K +75 +5%
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