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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

682 hedge funds and large institutions have $9.65B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 193 increasing their positions, 258 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+45
Holders Change %
+7.06%
% of All Funds
9.89%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.62%
New
115
Increased
193
Reduced
258
Closed
55
Calls
$32.3M
Puts
$643M
Net Calls
-$611M
Net Calls Change
-$614M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.55B
2
BlackRock
BlackRock
New York
$296M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.37B
4
Bank of America
Bank of America
North Carolina
$287M
5
AI
AdvisorShares Investments
Maryland
$93.1M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$197M
2
Morgan Stanley
Morgan Stanley
New York
$266M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$157M
4
SP
Symmetry Partners
Connecticut
$62.3M
5
AssetMark Inc
AssetMark Inc
California
$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
51
CFO4Life Group
Texas
$23.3M +$308K +1,645 +1%
AWM
52
AE Wealth Management
Kansas
$22.8M -$7.86M -41,944 -26%
I
53
INVST
Indiana
$22.7M +$318K +1,696 +1%
Citadel Advisors
54
Citadel Advisors
Florida
$22.5M +$15M +80,288 +202%
PAG
55
Private Advisor Group
New Jersey
$22.4M +$9.09M +48,519 +69%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$22.3M -$3.39M -18,097 -13%
OIA
57
OneDigital Investment Advisors
Kansas
$21.7M -$16.3M -86,909 -43%
AIM
58
Acropolis Investment Management
Missouri
$21.5M +$195K +1,042 +0.9%
OFG
59
Oxford Financial Group
Indiana
$20.5M -$1.42M -7,563 -6%
SFS
60
Strategic Financial Services
New York
$19.9M +$180K +963 +0.9%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$19.9M +$8.14M +43,451 +69%
GM
62
GeoWealth Management
Illinois
$19.8M +$19.8M +105,550 +27,064%
SFPM
63
Sensible Financial Planning & Management
Massachusetts
$19.6M -$781K -4,171 -4%
BIA
64
Bell Investment Advisors
California
$19.2M -$1.02M -5,418 -5%
YCG
65
Yeomans Consulting Group
Georgia
$18.9M +$18.9M +100,971 New
BCI
66
Brinker Capital Investments
Pennsylvania
$18.7M +$12.9M +68,728 +222%
OPS
67
Orion Portfolio Solutions
Nebraska
$18.7M +$12.9M +68,728 +222%
OC
68
Oppenheimer & Co
New York
$18.7M -$57.7K -308 -0.3%
GT
69
Glenview Trust
Kentucky
$18.3M -$893K -4,765 -5%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$17.3M +$247K +1,317 +1%
MWP
71
Meredith Wealth Planning
Illinois
$16.5M -$274K -1,462 -2%
SWG
72
Summit Wealth Group
Vermont
$16.5M +$19.3K +103 +0.1%
QAM
73
Q3 Asset Management
Michigan
$16.4M +$4.28M +22,829 +35%
FIA
74
Foundations Investment Advisors
Arizona
$16.3M +$1.08M +5,772 +7%
JAG
75
Journey Advisory Group
Kentucky
$16M -$615K -3,284 -4%
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