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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 %
AWM
651
AllSquare Wealth Management
New York
$21.1K – – –
DF
652
DecisionPoint Financial
Arizona
$20.7K – – –
VWWMG
653
Vermillion & White Wealth Management Group
Pennsylvania
$17.7K – – –
CIR
654
Clear Investment Research
Georgia
$17.6K – – –
CP
655
Castleview Partners
Texas
$17.6K – – –
RFA
656
Register Financial Advisors
Georgia
$17.2K – – –
CA
657
Crewe Advisors
Utah
$16.8K -$6.49K -32 -28%
ATS
658
Ashton Thomas Securities
New York
$16.6K – – –
PPWM
659
PFG Private Wealth Management
Florida
$16.6K – – –
Toronto Dominion Bank
660
Toronto Dominion Bank
Ontario, Canada
$16.6K +$5.47K +27 +49%
PCMC
661
Planning Capital Management Corporation
Pennsylvania
$16.4K +$16.4K +81 New
EWM
662
EPG Wealth Management
Georgia
$15.6K +$15.6K +77 New
CIA
663
Cape Investment Advisory
Georgia
$15.2K -$1.22K -6 -7%
EWA
664
EverSource Wealth Advisors
Alabama
$13.6K -$203 -1 -1%
CWP
665
Concord Wealth Partners
Virginia
$13.4K – – –
Simplex Trading
666
Simplex Trading
Illinois
$13K +$13K +68 New
EWA
667
Elevate Wealth Advisory
Georgia
$12.2K – – –
MHR
668
Matthew Hamilton Rosenberg
$12.2K – – –
JWA
669
JFS Wealth Advisors
Pennsylvania
$11.9K -$11K -54 -48%
VWM
670
Venturi Wealth Management
Texas
$10.7K – – –
SIS
671
Strategic Investment Solutions
Illinois
$10.6K – – –
TAM
672
Townsend Asset Management
North Carolina
$10.5K – – –
PFG
673
Peterson Financial Group
Iowa
$8.7K +$8.7K +43 New
CHA
674
Carmichael Hill & Associates
Maryland
$8.52K – – –
SMA
675
Sage Mountain Advisors
Georgia
$8.11K – – –
25 26
27
28 29