MTUM icon

iShares MSCI USA Momentum Factor ETF

682 hedge funds and large institutions have $9.65B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 193 increasing their positions, 258 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+45
Holders Change %
+7.06%
% of All Funds
9.89%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.62%
New
115
Increased
193
Reduced
258
Closed
55
Calls
$32.3M
Puts
$643M
Net Calls
-$611M
Net Calls Change
-$614M
Name Holding Trade Value Shares
Change
Shares
Change %
Barclays
601
Barclays
United Kingdom
$63K
MIFH
602
Migdal Insurance & Financial Holdings
Israel
$57K
BSB
603
Bangor Savings Bank
Maine
$56.2K
SIM
604
Studio Investment Management
Illinois
$53.4K +$53.4K +285 New
PA
605
Pineridge Advisors
Missouri
$51.4K +$51.4K +274 New
YDMI
606
Y.D. More Investments
Israel
$50.8K
ICM
607
Islay Capital Management
Texas
$42.2K +$39.7K +212 +1,631%
WSC
608
Wellington Shields & Co
New York
$41.6K +$41.6K +222 New
EW
609
Element Wealth
Mississippi
$37.8K
NB
610
NBT Bank
New York
$37.3K
FCT
611
Family Capital Trust
Massachusetts
$34.3K +$34.3K +183 New
NP
612
NorthRock Partners
Minnesota
$31.9K +$22.5K +120 +240%
NCM
613
Northwest Capital Management
Oregon
$31.5K
AWM
614
Aspire Wealth Management
Massachusetts
$30.2K
GI
615
GAMMA Investing
California
$29.4K +$29.4K +157 New
CP
616
Castleview Partners
Texas
$29.1K +$2.06K +11 +8%
WIC
617
Woodmont Investment Counsel
Tennessee
$28.1K +$28.1K +150 New
SA
618
Scarborough Advisors
Maryland
$27.4K -$188 -1 -0.7%
FPFS
619
First Personal Financial Services
North Carolina
$27.4K +$27.4K +146 New
AF
620
Advisornet Financial
Minnesota
$26.9K -$9.35K -50 -26%
BHWM
621
Beaird Harris Wealth Management
Texas
$25.9K
AWM
622
Abound Wealth Management
Tennessee
$25.7K
AT
623
Arlington Trust
Alabama
$24.5K
CIA
624
Cape Investment Advisory
Georgia
$24.2K -$26.2K -140 -52%
PMFA
625
Plante Moran Financial Advisors
Michigan
$23.7K +$23.7K +126 New