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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 %
National Bank of Canada
601
National Bank of Canada
Quebec, Canada
$322K -$5.79K -28 -2%
WAP
602
Wealthcare Advisory Partners
Pennsylvania
$318K -$95.4K -461 -23%
MAG
603
Members Advisory Group
New York
$317K -$57.3K -276 -15%
KFSC
604
Keystone Financial Services (Colorado)
Colorado
$314K +$314K +1,517 New
CWA
605
CogentBlue Wealth Advisors
Tennessee
$313K +$313K +1,513 New
CNTOF
606
Canandaigua National Trust of Florida
New York
$313K +$313K +1,512 New
JEST
607
JTC Employer Solutions Trustee
Jersey
$312K – – –
DFG
608
Delta Financial Group
New Jersey
$312K +$1.04K +5 +0.3%
MIC
609
Meridian Investment Counsel
California
$311K – – –
HKIMG
610
Hutchens & Kramer Investment Management Group
Indiana
$311K +$311K +1,501 New
TFP
611
Traction Financial Partners
Wyoming
$310K – – –
UAG
612
United Advisor Group
Ohio
$310K -$399K -1,926 -56%
NDSI
613
Newman Dignan & Sheerar Inc
Rhode Island
$310K – – –
FA
614
Fedenia Advisers
Wisconsin
$305K +$305K +1,473 New
IA
615
Integrity Alliance
Iowa
$304K +$304K +1,469 New
LCC
616
Lincoln Capital Corp
Rhode Island
$302K – – –
LCM
617
Lunt Capital Management
Utah
$301K – – –
TWM
618
Tradition Wealth Management
Minnesota
$301K +$1.04K +5 +0.3%
JCFM
619
JBR Co Financial Management
Oklahoma
$301K – – –
Fisher Asset Management
620
Fisher Asset Management
Washington
$300K +$57.4K +277 +24%
HWA
621
HMV Wealth Advisors
Louisiana
$299K +$299K +1,446 New
LFG
622
Larson Financial Group
Missouri
$298K +$2.9K +14 +1%
FCI
623
Financial Counselors Inc
Kansas
$295K +$15.7K +76 +6%
CFA
624
Cahill Financial Advisors
Minnesota
$293K – – –
ETC
625
Exchange Traded Concepts
Oklahoma
$292K +$212K +1,024 +265%
23 24
25
26 27