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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 %
MMM
576
Mendel Money Management
Illinois
$359K -$15.9K -77 -4%
JIC
577
Johnson Investment Counsel
Ohio
$359K +$359K +1,734 New
CPBTD
578
Central Pacific Bank - Trust Division
Hawaii
$357K -$1.19M -5,746 -77%
PWMAG
579
Pinnacle Wealth Management Advisory Group
New Jersey
$357K +$19.9K +96 +6%
TFA
580
Teamwork Financial Advisors
Texas
$355K -$112K -542 -24%
SGWM
581
Sterling Group Wealth Management
California
$355K – – –
SO
582
Sierra Ocean
California
$354K +$354K +1,710 New
OC
583
Opinicus Capital
Florida
$353K -$29K -140 -8%
JJBC
584
James J. Burns & Company
New York
$352K -$45K -217 -11%
MWM
585
MinichMacGregor Wealth Management
New York
$349K +$1.86K +9 +0.5%
MGIA
586
Moneta Group Investment Advisors
Missouri
$348K +$63.3K +306 +22%
HSA
587
HBK Sorce Advisory
Pennsylvania
$348K -$95.8K -463 -22%
JCM
588
Jacobi Capital Management
Pennsylvania
$347K – – –
CIA
589
Capital Investment Advisors
Georgia
$346K +$54.4K +263 +19%
CFG
590
Cooper Financial Group
California
$345K +$8.28K +40 +2%
AFO
591
Arrowroot Family Office
California
$343K +$207 +1 +0.1%
NL
592
NWAM LLC
Washington
$341K +$110K +532 +48%
AIS
593
Accredited Investor Services
Minnesota
$340K +$340K +1,643 New
OPCM
594
Osborne Partners Capital Management
California
$338K – – –
DAS
595
Dynamic Advisor Solutions
Arizona
$338K -$51.3K -248 -13%
DWT
596
Dorsey & Whitney Trust
South Dakota
$337K +$67.2K +325 +25%
WTA
597
Washington Trust Advisors
Massachusetts
$331K – – –
SWM
598
Sugarloaf Wealth Management
Georgia
$330K +$16.6K +80 +5%
ACP
599
Aveo Capital Partners
Colorado
$329K +$329K +1,590 New
AF
600
Aviso Financial
Ontario, Canada
$323K -$20.5K -99 -6%
22 23
24
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