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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 %
PMG
651
ProVise Management Group
Florida
$267K – – –
OCM
652
Orion Capital Management
California
$263K – – –
TCM
653
TD Capital Management
Tennessee
$262K -$4.97K -24 -2%
Millennium Management
654
Millennium Management
New York
$261K +$261K +1,263 New
BW
655
BostonPremier Wealth
Massachusetts
$261K +$261K +1,263 New
RFA
656
Reyes Financial Architecture
California
$260K +$260K +1,255 New
Wealthfront Advisers
657
Wealthfront Advisers
California
$259K +$52.8K +255 +26%
NA
658
Novus Advisors
South Carolina
$259K +$259K +1,251 New
E3F
659
Eight 31 Financial
Texas
$258K -$15.5K -75 -6%
LMKC
660
L.M. Kohn & Company
Ohio
$257K – – –
AWMNH
661
Arcadia Wealth Management (New Hampshire)
New Hampshire
$256K +$22.1K +107 +9%
IWM
662
IMG Wealth Management
Florida
$256K +$256K +1,236 New
SG
663
Strid Group
Pennsylvania
$255K – – –
BMCM
664
Bryn Mawr Capital Management
Pennsylvania
$254K +$254K +1,228 New
BFAG
665
Blackston Financial Advisory Group
Florida
$252K -$5.38K -26 -2%
TWM
666
TCFG Wealth Management
California
$250K – – –
AWE
667
Avidian Wealth Enterprises
Texas
$250K +$250K +1,206 New
EP
668
Edgestream Partners
New Jersey
$249K -$126K -610 -34%
SWP
669
Semus Wealth Partners
Florida
$247K +$247K +1,196 New
VC
670
Veracity Capital
Georgia
$247K +$247K +1,196 New
OFG
671
Opulen Financial Group
Virginia
$247K +$247K +1,194 New
JSL
672
JT Stratford LLC
Georgia
$246K +$246K +1,189 New
PFS
673
Prospera Financial Services
Texas
$245K -$56.8K -274 -19%
HIF
674
Hill Island Financial
Michigan
$245K -$20.3K -98 -8%
FWP
675
FAS Wealth Partners
Kansas
$244K -$75.8K -366 -24%
25 26
27
28 29