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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 %
ATC
626
Argent Trust Co
Tennessee
$292K +$84.6K +409 +41%
OBWG
627
Onyx Bridge Wealth Group
New York
$291K +$2.9K +14 +1%
UWM
628
USAdvisors Wealth Management
Minnesota
$291K -$1.86K -9 -0.6%
NWMG
629
National Wealth Management Group
Ohio
$290K +$290K +1,402 New
CIBC Private Wealth Group
630
CIBC Private Wealth Group
Georgia
$288K +$95.2K +454 +50%
FFA
631
Fortune Financial Advisors
Kansas
$287K +$207 +1 +0.1%
DWP
632
Destiny Wealth Partners
Florida
$285K -$30.2K -146 -10%
SG
633
StoneX Group
New York
$284K +$31.5K +152 +12%
T
634
Transce3nd
Texas
$284K +$284K +1,373 New
AA
635
Advisory Alpha
Michigan
$284K – – –
SP
636
Successful Portfolios
Florida
$284K – – –
MMA
637
Miracle Mile Advisors
California
$283K +$47.4K +229 +20%
VIM
638
Vista Investment Management
Pennsylvania
$282K -$1.03K -5 -0.4%
LAS
639
Lloyd Advisory Services
Georgia
$280K +$280K +1,356 New
MWM
640
Meridian Wealth Management
Kentucky
$279K – – –
CPA
641
Cardiff Park Advisors
California
$279K +$279K +1,350 New
CWM
642
Collaborative Wealth Management
Florida
$278K -$23K -111 -8%
RW
643
Rede Wealth
Virginia
$278K -$13K -63 -4%
PCM
644
Parsons Capital Management
Rhode Island
$277K – – –
KWM
645
Kingsview Wealth Management
Oregon
$275K +$41.8K +202 +18%
LA
646
LPF Advisors
Florida
$274K – – –
CSWM
647
Cassady Schiller Wealth Management
Ohio
$273K – – –
ST
648
Smithfield Trust
Pennsylvania
$272K +$131K +632 +92%
FWP
649
Firethorn Wealth Partners
Georgia
$271K +$271K +1,309 New
BMM
650
Berkshire Money Management
Massachusetts
$270K +$270K +1,303 New
24 25
26
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