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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
10.04%
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 %
CWP
651
Concord Wealth Partners
Virginia
$12.9K – – –
CPG
652
Cornerstone Planning Group
New Jersey
$12.1K -$9.52K -55 -44%
MHR
653
Matthew Hamilton Rosenberg
$11.7K – – –
EWA
654
Elevate Wealth Advisory
Georgia
$11.7K – – –
FHA
655
First Horizon Advisors
Tennessee
$11.1K – – –
Toronto Dominion Bank
656
Toronto Dominion Bank
Ontario, Canada
$10.7K +$8.77K +45 +450%
WIA
657
Wetzel Investment Advisors
Indiana
$10.7K – – –
VWM
658
Venturi Wealth Management
Texas
$10.3K – – –
TAM
659
Townsend Asset Management
North Carolina
$10.1K – – –
SIS
660
Strategic Investment Solutions
Illinois
$9.95K +$9.95K +52 New
HNB
661
Huntington National Bank
Ohio
$9.94K – – –
CHA
662
Carmichael Hill & Associates
Maryland
$8.19K – – –
SMA
663
Sage Mountain Advisors
Georgia
$7.8K -$5.07K -26 -39%
FNWA
664
Financial Network Wealth Advisors
Utah
$7.41K +$7.41K +38 New
DJSG
665
D.J. St. Germain
Massachusetts
$6.82K – – –
CAS
666
Coppell Advisory Solutions
Texas
$6.43K +$6.43K +33 New
CFS
667
CGC Financial Services
Oregon
$5.85K -$5.85K -30 -50%
SS
668
Sunbelt Securities
Texas
$5.65K +$779 +4 +16%
SSB
669
Sandy Spring Bank
Maryland
$5.26K -$3.7K -19 -41%
Kayne Anderson Rudnick Investment Management
670
Kayne Anderson Rudnick Investment Management
California
$5.07K – – –
AIC
671
Archer Investment Corporation
Indiana
$4.87K – – –
TWP
672
Triad Wealth Partners
Kansas
$4.87K +$4.87K +25 New
BCMLT
673
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.29K +$4.29K +22 New
MA
674
MCF Advisors
Kentucky
$4.09K +$4.09K +21 New
JHCP
675
Jackson Hole Capital Partners
Oklahoma
$4.09K – – –
25 26
27
28 29