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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 %
BWL
601
Bogart Wealth LLC
Virginia
$110K +$15.8K +78 +17%
FFA
602
Founders Financial Alliance
North Carolina
$109K -$2.23K -11 -2%
ACM
603
Anfield Capital Management
California
$105K +$105K +520 New
CTC
604
Central Trust Company
Missouri
$105K – – –
HNB
605
Hilltop National Bank
Wyoming
$104K – – –
SRCM
606
Signature Resources Capital Management
California
$96.1K – – –
FGC
607
Financial Gravity Companies
Texas
$94.7K +$94.7K +467 New
KPP
608
Kings Path Partners
Texas
$85.2K +$85.2K +420 New
PFBT
609
Parkside Financial Bank & Trust
Missouri
$84.1K – – –
ETC
610
Exchange Traded Concepts
Oklahoma
$78.3K +$78.3K +386 New
TCOV
611
Trust Company of Vermont
Vermont
$73.2K – – –
TLA
612
Tanglewood Legacy Advisors
Texas
$72.4K – – –
WIM
613
Westside Investment Management
California
$70.2K – – –
RFS
614
Richardson Financial Services
Massachusetts
$69K – – –
PAI
615
Pittenger & Anderson Inc
Nebraska
$68.5K – – –
HCP
616
Hexagon Capital Partners
Arkansas
$62.9K – – –
MIFH
617
Migdal Insurance & Financial Holdings
Israel
$61K – – –
BSB
618
Bangor Savings Bank
Maine
$60.8K – – –
BL
619
BFSG LLC
California
$56K +$56K +276 New
YDMI
620
Y.D. More Investments
Israel
$54.9K – – –
CB
621
CNB Bank
Pennsylvania
$53.3K – – –
SIC
622
Salem Investment Counselors
North Carolina
$50.7K – – –
JFG
623
JDM Financial Group
Texas
$49.9K +$49.9K +246 New
CA
624
CoreCap Advisors
Michigan
$46.1K -$15.6K -77 -25%
WSC
625
Wellington Shields & Co
New York
$45K – – –
23 24
25
26 27