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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 %
CPA
626
Capital Performance Advisors
California
$43.4K +$43.4K +214 New
WOSD
627
WFA of San Diego
California
$42.6K -$406 -2 -0.9%
EW
628
Element Wealth
Mississippi
$40.9K – – –
NB
629
NBT Bank
New York
$40.3K – – –
AWM
630
Aspire Wealth Management
Massachusetts
$40K -$203 -1 -0.5%
FCT
631
Family Capital Trust
Massachusetts
$37.1K – – –
HNB
632
Huntington National Bank
Ohio
$35.3K -$9.94K – –
HPC
633
HM Payson & Co
Maine
$34.7K – – –
GI
634
GAMMA Investing
California
$34.7K +$2.84K +14 +9%
ICM
635
Islay Capital Management
Texas
$34.5K – – –
FDCP
636
Foster Dykema Cabot & Partners
Massachusetts
$33.9K – – –
S
637
SignatureFD
Georgia
$33.5K +$31.4K +155 +1,550%
NP
638
NorthRock Partners
Minnesota
$32.1K -$1.01K -5 -3%
AF
639
Advisornet Financial
Minnesota
$29.1K – – –
AWM
640
Abound Wealth Management
Tennessee
$27.8K – – –
NCM
641
Northwest Capital Management
Oregon
$27.8K – – –
AWA
642
Authentikos Wealth Advisory
California
$27.4K +$27.4K +135 New
AT
643
Arlington Trust
Alabama
$26.6K – – –
OA
644
Operose Advisors
Wisconsin
$25.8K +$25.8K +127 New
PMFA
645
Plante Moran Financial Advisors
Michigan
$25.6K – – –
FFO
646
Fortitude Family Office
Arizona
$24.7K +$22.9K +113 +1,256%
PAG
647
Paladin Advisory Group
Iowa
$24.7K +$24.7K +122 New
FWA
648
FSC Wealth Advisors
New York
$21.8K – – –
LWMI
649
Legacy Wealth Management (Idaho)
Idaho
$21.4K +$21.4K +101 New
LIS
650
Legacy Investment Solutions
Idaho
$21.4K +$21.4K +101 New
24 25
26
27 28