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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
10.04%
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 %
GG
601
Gleason Group
Kentucky
$62.6K +$62.6K +321 New
CA
602
Continuum Advisory
Idaho
$60.8K -$8.57K -44 -12%
HCP
603
Hexagon Capital Partners
Arkansas
$60.4K -$5.85K -30 -9%
CA
604
CoreCap Advisors
Michigan
$59.3K -$39K -200 -40%
MIFH
605
Migdal Insurance & Financial Holdings
Israel
$59K – – –
BSB
606
Bangor Savings Bank
Maine
$58.5K – – –
ACA
607
American Capital Advisory
Idaho
$56.2K -$208K -1,323 -79%
YDMI
608
Y.D. More Investments
Israel
$52.8K – – –
Russell Investments Group
609
Russell Investments Group
United Kingdom
$51.8K +$51.8K +266 New
CB
610
CNB Bank
Pennsylvania
$51.3K +$51.3K +263 New
SIC
611
Salem Investment Counselors
North Carolina
$48.7K +$46K +236 +1,686%
ATPW
612
Ashton Thomas Private Wealth
Arizona
$48.3K +$48.3K +248 New
WSC
613
Wellington Shields & Co
New York
$43.3K – – –
WOSD
614
WFA of San Diego
California
$41.3K +$41.3K +212 New
EW
615
Element Wealth
Mississippi
$39.3K +$194 +1 +0.5%
NB
616
NBT Bank
New York
$38.8K – – –
AWM
617
Aspire Wealth Management
Massachusetts
$38.5K +$7.19K +37 +23%
RIA
618
Realta Investment Advisors
Delaware
$38.2K +$13.8K +71 +57%
FCT
619
Family Capital Trust
Massachusetts
$35.7K – – –
KFS
620
Kelly Financial Services
Massachusetts
$34.2K -$202K -1,033 -86%
HPC
621
HM Payson & Co
Maine
$33.3K +$33.3K +171 New
ICM
622
Islay Capital Management
Texas
$33.1K -$10.7K -55 -24%
AFWM
623
Abich Financial Wealth Management
Virginia
$32.7K +$32.7K +168 New
FDCP
624
Foster Dykema Cabot & Partners
Massachusetts
$32.5K -$34.5K -177 -51%
NP
625
NorthRock Partners
Minnesota
$32K -$1.17K -6 -4%
23 24
25
26 27