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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
10.03%
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 %
SFC
626
Strategic Financial Concepts
Texas
$30.6K +$30.6K +66,558 New
GI
627
GAMMA Investing
California
$30.6K – – –
SA
628
Scarborough Advisors
Maryland
$28.5K – – –
AF
629
Advisornet Financial
Minnesota
$28K – – –
AWM
630
Abound Wealth Management
Tennessee
$26.7K – – –
NCM
631
Northwest Capital Management
Oregon
$26.7K -$6.04K -31 -18%
AT
632
Arlington Trust
Alabama
$25.5K – – –
PMFA
633
Plante Moran Financial Advisors
Michigan
$24.6K – – –
CA
634
Crewe Advisors
Utah
$22.4K – – –
JWA
635
JFS Wealth Advisors
Pennsylvania
$21.9K – – –
GI
636
Gradient Investments
Minnesota
$21.1K +$8.8K +45 +71%
FWA
637
FSC Wealth Advisors
New York
$20.9K – – –
TRCT
638
Tower Research Capital (TRC)
New York
$20.7K -$6.73M -34,547 -100%
AWM
639
AllSquare Wealth Management
New York
$20.3K – – –
DF
640
DecisionPoint Financial
Arizona
$19.5K +$19.5K +102 New
VWWMG
641
Vermillion & White Wealth Management Group
Pennsylvania
$17K – – –
CP
642
Castleview Partners
Texas
$17K -$13.4K -69 -44%
CIR
643
Clear Investment Research
Georgia
$17K – – –
RFA
644
Register Financial Advisors
Georgia
$16.6K +$974 +5 +6%
ATS
645
Ashton Thomas Securities
New York
$16.4K +$16.4K +82 New
PPWM
646
PFG Private Wealth Management
Florida
$16K – – –
TC
647
Trust Company
Kansas
$15.8K +$15.8K +81 New
CIA
648
Cape Investment Advisory
Georgia
$15.8K -$9.35K -48 -37%
EWM
649
EPG Wealth Management
Georgia
$15K -$16.3K -87 Closed
EWA
650
EverSource Wealth Advisors
Alabama
$12.9K +$379 +2 +3%
24 25
26
27 28