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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 %
KFI
576
Key Financial Inc
Pennsylvania
$193K – – –
CIBC Private Wealth Group
577
CIBC Private Wealth Group
Georgia
$186K +$64.7K +319 +53%
CT
578
Colonial Trust
South Carolina
$182K – – –
SC
579
Stephens Consulting
Michigan
$181K – – –
QCG
580
Quadrant Capital Group
Ohio
$181K – – –
CNBTD
581
Citizens National Bank Trust Department
Mississippi
$176K – – –
WWP
582
WR Wealth Planners
Missouri
$174K -$203 -1 -0.1%
ACA
583
American Capital Advisory
Idaho
$172K +$99.8K +492 +137%
BBHC
584
Brown Brothers Harriman & Co
New York
$170K +$7.71K +38 +5%
FPB
585
First PREMIER Bank
South Dakota
$169K – – –
VF
586
VitalStone Financial
Texas
$165K +$60K +296 +57%
BCWM
587
Bartlett & Co Wealth Management
Ohio
$164K – – –
SOAMC
588
Spirit of America Management Corp
New York
$157K -$8.52K -42 -5%
CA
589
Continuum Advisory
Idaho
$153K +$87.3K +416 +133%
SL
590
Salomon & Ludwin
Virginia
$150K – – –
MWM
591
MGB Wealth Management
Texas
$148K +$148K +732 New
IF
592
Integrity Financial
Wyoming
$142K – – –
ST
593
Smithfield Trust
Pennsylvania
$138K – – –
PB
594
Pinnacle Bancorp
Nebraska
$134K +$134K +661 New
Russell Investments Group
595
Russell Investments Group
United Kingdom
$130K +$76K +375 +141%
WSCM
596
Wellington Shields Capital Management
New York
$128K – – –
MG
597
Mather Group
Illinois
$127K +$40.1K +198 +46%
GEA
598
Glen Eagle Advisors
New Jersey
$122K +$50.3K +248 +70%
ITIM
599
Indiana Trust & Investment Management
Indiana
$118K -$20.3K -100 -15%
BHWM
600
Beaird Harris Wealth Management
Texas
$116K – – –
22 23
24
25 26