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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 %
BBHC
576
Brown Brothers Harriman & Co
New York
$156K -$779 -4 -0.5%
IAIM
577
International Assets Investment Management
Florida
$145K +$145K +744 New
SL
578
Salomon & Ludwin
Virginia
$144K – – –
IF
579
Integrity Financial
Wyoming
$136K – – –
ITIM
580
Indiana Trust & Investment Management
Indiana
$133K – – –
ST
581
Smithfield Trust
Pennsylvania
$132K – – –
WSCM
582
Wellington Shields Capital Management
New York
$123K – – –
CIBC Private Wealth Group
583
CIBC Private Wealth Group
Georgia
$119K -$8.38K -42 -7%
BHWM
584
Beaird Harris Wealth Management
Texas
$112K +$85K +436 +316%
FFA
585
Founders Financial Alliance
North Carolina
$107K -$6.43K -33 -6%
CTC
586
Central Trust Company
Missouri
$101K – – –
VF
587
VitalStone Financial
Texas
$101K +$99.6K +511 +7,300%
HNB
588
Hilltop National Bank
Wyoming
$99.8K – – –
SRCM
589
Signature Resources Capital Management
California
$92.4K – – –
BWL
590
Bogart Wealth LLC
Virginia
$90.3K -$13.5K -69 -13%
TCWA
591
Turtle Creek Wealth Advisors
Texas
$88.3K +$88.3K +453 New
PFBT
592
Parkside Financial Bank & Trust
Missouri
$80.9K – – –
MG
593
Mather Group
Illinois
$80K +$375 +2 +0.5%
TCOV
594
Trust Company of Vermont
Vermont
$70.3K – – –
TLA
595
Tanglewood Legacy Advisors
Texas
$69.6K -$15.6K -80 -18%
RFS
596
Richardson Financial Services
Massachusetts
$69K -$21K -108 -23%
TAM
597
Tucker Asset Management
Colorado
$69K +$67.2K +345 +3,833%
GEA
598
Glen Eagle Advisors
New Jersey
$68.7K – – –
WIM
599
Westside Investment Management
California
$67.4K – – –
PAI
600
Pittenger & Anderson Inc
Nebraska
$65.9K – – –
22 23
24
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