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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
10.04%
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 %
LNC
701
Lincoln National Corp
Pennsylvania
– -$2.39M -12,775 Closed
CBFP
702
Cedar Brook Financial Partners
Ohio
– -$1.78M -9,507 Closed
PGF
703
Plan Group Financial
Oklahoma
– -$1.65M -8,823 Closed
SWM
704
SigFig Wealth Management
California
– -$1.5M -8,008 Closed
JGC
705
J. Goldman & Co
New York
– -$1.48M -7,899 Closed
AC
706
Avestar Capital
New York
– -$1.32M -7,071 Closed
CWA
707
Centennial Wealth Advisory
Michigan
– -$1.15M -6,115 Closed
KFGK
708
Keystone Financial Group (Kentucky)
Kentucky
– -$1.01M -5,396 Closed
QC
709
Quadrature Capital
United Kingdom
– -$918K -4,900 Closed
ZIM
710
Zacks Investment Management
Illinois
– -$772K -4,112 Closed
EFG
711
Ethos Financial Group
Pennsylvania
– -$753K -4,020 Closed
FEM
712
Fulcrum Equity Management
Texas
– -$716K -3,823 Closed
CRI
713
Colonial River Investments
Virginia
– -$596K -3,182 Closed
OMC
714
Old Mission Capital
Illinois
– -$579K -3,093 Closed
QT
715
Quantbot Technologies
New York
– -$562K -3,000 Closed
RCM
716
Requisite Capital Management
Texas
– -$556K -2,967 Closed
BFAG
717
Blackston Financial Advisory Group
Florida
– -$530K -2,829 Closed
TB
718
Treynor Bancshares
Iowa
– -$471K -2,515 Closed
EC
719
Estate Counselors
Wisconsin
– -$450K -2,400 Closed
BWS
720
Buck Wealth Strategies
Colorado
– -$447K -2,386 Closed
SAW
721
Signal Advisors Wealth
Michigan
– -$433K -2,312 Closed
TI
722
Trexquant Investment
Connecticut
– -$422K -2,255 Closed
ITB
723
Idaho Trust Bank
Idaho
– -$413K -2,202 Closed
FM
724
Family Management
New York
– -$399K -2,129 Closed
WPW
725
Waldron Private Wealth
Pennsylvania
– -$380K -2,030 Closed
27 28
29
30 31