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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 %
AI
701
AdvisorShares Investments
Maryland
– -$95.1M -487,118 Closed
Two Sigma Advisers
702
Two Sigma Advisers
New York
– -$31.1M -159,700 Closed
LWM
703
Liberty Wealth Management
California
– -$303K -123,888 Closed
SFC
704
Strategic Financial Concepts
Texas
– -$30.6K -66,558 Closed
EC
705
EdgeRock Capital
Colorado
– -$8.39M -43,075 Closed
Two Sigma Investments
706
Two Sigma Investments
New York
– -$6.57M -33,700 Closed
QAM
707
Q3 Asset Management
Michigan
– -$5.05M -25,931 Closed
FFS
708
Founders Financial Securities
Maryland
– -$3.99M -20,460 Closed
RI
709
Rinkey Investments
California
– -$3.83M -19,663 Closed
FF
710
Fluent Financial
Texas
– -$2.94M -15,077 Closed
Citadel Advisors
711
Citadel Advisors
Florida
– -$2.24M -11,501 Closed
GCP
712
GSA Capital Partners
United Kingdom
– -$1.8M -9,242 Closed
Nomura Asset Management
713
Nomura Asset Management
Japan
– -$1.8M -9,225 Closed
CCMG
714
Clark Capital Management Group
Pennsylvania
– -$1.44M -7,383 Closed
GC
715
GFG Capital
Florida
– -$1.38M -7,063 Closed
BP
716
Ballentine Partners
Massachusetts
– -$1.19M -6,117 Closed
Jane Street
717
Jane Street
New York
– -$1.01M -5,201 Closed
AWE
718
Avidian Wealth Enterprises
Texas
– -$940K -4,823 Closed
Millennium Management
719
Millennium Management
New York
– -$742K -3,809 Closed
TFA
720
Tranquilli Financial Advisor
New Jersey
– -$680K -3,486 Closed
SL
721
Stevard LLC
Illinois
– -$679K -3,485 Closed
DWM
722
Dopkins Wealth Management
New York
– -$639K -3,278 Closed
DS
723
DRW Securities
Illinois
– -$604K -3,088 Closed
HSBC Holdings
724
HSBC Holdings
United Kingdom
– -$454K -2,324 Closed
RA
725
RFG Advisory
Alabama
– -$435K -2,234 Closed
27 28
29
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