MTUM icon

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 %
BOC
701
Blue Oak Capital
California
$223K +$223K +1,080 New
CA
702
Continuum Advisory
Idaho
$223K +$72.4K +350 +48%
CB
703
Cadence Bank
Mississippi
$223K +$6.62K +32 +3%
CTWM
704
Cherry Tree Wealth Management
Minnesota
$221K -$3.52K -17 -2%
WJA
705
Willis Johnson & Associates
Texas
$221K -$38.1K -184 -15%
CFGW
706
Chancellor Financial Group WB
Pennsylvania
$221K +$221K +1,068 New
FFP
707
FourThought Financial Partners
Florida
$218K – – –
SFC
708
Strategic Financial Concepts
Texas
$217K +$217K +1,050 New
AWP
709
Axis Wealth Partners
Rhode Island
$217K +$217K +1,049 New
Kovitz Investment Group Partners
710
Kovitz Investment Group Partners
Illinois
$217K +$217K +1,045 New
BP
711
BBR Partners
New York
$216K – – –
NCM
712
NCM Capital Management
New Jersey
$216K +$9.1K +44 +4%
SFC
713
SYM Financial Corp
Indiana
$216K – – –
PW
714
Peninsula Wealth
California
$215K +$215K +1,040 New
BHBT
715
Burke & Herbert Bank & Trust
Virginia
$215K – – –
SAM
716
Strategy Asset Managers
California
$213K -$1.86K -9 -0.9%
GPW
717
Gentry Private Wealth
Kansas
$213K +$213K +1,031 New
EA
718
Everpar Advisors
Oklahoma
$210K +$1.66K +8 +0.8%
MWM
719
Maridea Wealth Management
New York
$210K +$210K +1,016 New
PW
720
PUREfi Wealth
Massachusetts
$208K +$208K +1,004 New
SB
721
Simmons Bank
Arkansas
$207K – – –
ZF
722
Zhang Financial
Michigan
$207K – – –
CWM
723
Certus Wealth Management
California
$206K -$35.7K -157 -15%
AI
724
Accredited Investors
Minnesota
$204K – – –
QWP
725
Quotient Wealth Partners
Texas
$203K +$203K +983 New
27 28
29
30 31