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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 %
RRCM
676
Rappaport Reiches Capital Management
Illinois
$244K – – –
MWM
677
Maripau Wealth Management
Indiana
$243K +$243K +1,175 New
SHF
678
Stage Harbor Financial
Massachusetts
$242K +$242K +1,170 New
GWS
679
Glassman Wealth Services
Virginia
$242K – – –
TWCA
680
Two West Capital Advisors
Kansas
$242K +$242K +1,168 New
AFG
681
Allegheny Financial Group
Pennsylvania
$239K – – –
IAN
682
Integrated Advisors Network
Texas
$238K +$238K +1,152 New
CCM
683
Coldstream Capital Management
Washington
$238K +$238K +1,152 New
FCH
684
Freestone Capital Holdings
Washington
$238K +$238K +1,152 New
RHP
685
Royal Harbor Partners
Texas
$237K – – –
PWM
686
Prosperity Wealth Management
California
$237K +$1.03K +5 +0.4%
MLA
687
My Legacy Advisors
Oregon
$237K +$237K +1,111 New
Russell Investments Group
688
Russell Investments Group
United Kingdom
$233K +$100K +484 +76%
WSFS
689
Wilmington Savings Fund Society
Delaware
$232K – – –
CAM
690
Clark Asset Management
New Hampshire
$231K +$231K +1,118 New
DWM
691
Darwin Wealth Management
Florida
$230K -$7.04K -34 -3%
SIAS
692
Summit Investment Advisory Services
Minnesota
$230K +$621 +3 +0.3%
Citadel Advisors
693
Citadel Advisors
Florida
$230K +$230K +1,112 New
BWA
694
Bordeaux Wealth Advisors
California
$228K – – –
NHT
695
New Hampshire Trust
New Hampshire
$227K – – –
4WM
696
4J Wealth Management
Virginia
$225K +$207 +1 +0.1%
LWM
697
Lakeridge Wealth Management
Ohio
$225K +$225K +1,088 New
AIA
698
Accelerate Investment Advisors
California
$225K +$225K +1,086 New
HGERS
699
Householder Group Estate & Retirement Specialist
Arizona
$224K +$12.2K +59 +6%
1SB
700
1ST Source Bank
Indiana
$223K – – –
26 27
28
29 30