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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 %
FNWA
676
Financial Network Wealth Advisors
Utah
$7.71K – – –
MPWT
677
MassMutual Private Wealth & Trust
Connecticut
$6.89K +$6.89K +34 New
CAS
678
Coppell Advisory Solutions
Texas
$6.66K – – –
CFS
679
CGC Financial Services
Oregon
$6.08K – – –
SS
680
Sunbelt Securities
Texas
$5.88K – – –
RCM
681
Raleigh Capital Management
North Carolina
$5.49K +$5.49K +27 New
Kayne Anderson Rudnick Investment Management
682
Kayne Anderson Rudnick Investment Management
California
$5.27K – – –
AIC
683
Archer Investment Corporation
Indiana
$5.07K – – –
BCMLT
684
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.46K – – –
JHCP
685
Jackson Hole Capital Partners
Oklahoma
$4.26K – – –
BBPWM
686
Blue Bell Private Wealth Management
Pennsylvania
$3.85K – – –
DFA
687
DHJJ Financial Advisors
Illinois
$3.21K – – –
TFGT
688
TS Financial Group (TSFG)
Illinois
$3K – – –
PCMC
689
Private Capital Management (Colorado)
Colorado
$2.84K – – –
JIP
690
Jaffetilchin Investment Partners
Florida
$2.48K +$2.48K +12 New
TSMHT
691
Thurston Springer Miller Herd & Titak
Indiana
$2.03K – – –
TAM
692
Tucker Asset Management
Colorado
$1.83K -$70K -345 -97%
FMII
693
Farmers & Merchants Investments Inc
Nebraska
$1.83K – – –
HI
694
Horizon Investments
North Carolina
$1.22K -$83.6M -412,284 -100%
FP
695
Financial Perspectives
Minnesota
$1.22K – – –
MFC
696
Morris Financial Concepts
South Carolina
$1.01K +$1.01K +5 New
S
697
Sachetta
Massachusetts
$813 +$813 +4 New
AA
698
Ancora Advisors
Ohio
$811 – – –
FRA
699
Front Row Advisors
California
$811 – – –
CAM
700
Creekmur Asset Management
Illinois
$3 -$3 – –
26 27
28
29 30