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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
10.03%
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 %
BBPWM
676
Blue Bell Private Wealth Management
Pennsylvania
$3.7K – – –
RWMG
677
Redwood Wealth Management Group
New Jersey
$3.7K +$3.7K +19 New
DFA
678
DHJJ Financial Advisors
Illinois
$3.08K – – –
TFGT
679
TS Financial Group (TSFG)
Illinois
$3K – – –
PCMC
680
Private Capital Management (Colorado)
Colorado
$2.73K – – –
S
681
SignatureFD
Georgia
$1.95K – – –
TSMHT
682
Thurston Springer Miller Herd & Titak
Indiana
$1.95K +$1.95K +10 New
FFO
683
Fortitude Family Office
Arizona
$1.75K – – –
FMII
684
Farmers & Merchants Investments Inc
Nebraska
$1.75K +$1.75K +9 New
HFA
685
Hershey Financial Advisers
Pennsylvania
$1.75K +$1.75K +9 New
OLVIG
686
Oliver Lagore Vanvalin Investment Group
Michigan
$1.56K -$1.36K -7 -47%
LWANC
687
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.43K +$1.43K +8 New
FP
688
Financial Perspectives
Minnesota
$1.17K +$1.17K +6 New
AA
689
AlphaMark Advisors
Kentucky
$1K +$1K +5 New
AA
690
Ancora Advisors
Ohio
$779 – – –
FRA
691
Front Row Advisors
California
$779 – – –
FHC
692
First Heartland Consultants
Missouri
$201 -$359 -1,843 -64%
CAM
693
Creekmur Asset Management
Illinois
$3 -$126 -1 Closed
WA
694
Win Advisors
Florida
– -$12.9M -68,704 Closed
HF
695
HRT Financial
New York
– -$6.7M -35,764 Closed
Squarepoint
696
Squarepoint
New York
– -$6.35M -33,911 Closed
Allspring Global Investments
697
Allspring Global Investments
North Carolina
– -$5.4M -28,800 Closed
RCS
698
Retirement Capital Strategies
California
– -$3.49M -18,635 Closed
Balyasny Asset Management
699
Balyasny Asset Management
Illinois
– -$3.43M -18,303 Closed
CSS
700
Cubist Systematic Strategies
Connecticut
– -$2.94M -15,699 Closed
26 27
28
29 30