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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 %
OIA
51
OneDigital Investment Advisors
Kansas
$25M +$2.46M +12,638 +11%
AIM
52
Acropolis Investment Management
Missouri
$24.1M +$1.76M +9,036 +8%
CG
53
CFO4Life Group
Texas
$24M -$161K -824 -0.7%
I
54
INVST
Indiana
$22.4M -$1.19M -6,096 -5%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$22.3M -$900K -4,621 -4%
PAG
56
Private Advisor Group
New Jersey
$21.9M -$1.33M -6,844 -6%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$20.9M +$214K +1,097 +1%
SFPM
58
Sensible Financial Planning & Management
Massachusetts
$20.1M -$337K -1,727 -2%
BIA
59
Bell Investment Advisors
California
$19.4M -$564K -2,893 -3%
YCG
60
Yeomans Consulting Group
Georgia
$18.3M -$1.34M -6,851 -7%
OFG
61
Oxford Financial Group
Indiana
$18.2M -$3.05M -15,647 -14%
GT
62
Glenview Trust
Kentucky
$18.1M -$939K -4,817 -5%
OC
63
Oppenheimer & Co
New York
$17.9M -$1.5M -7,701 -8%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$17.3M -$711K -3,650 -4%
SWG
65
Summit Wealth Group
Vermont
$17.1M -$84K -431 -0.5%
MWP
66
Meredith Wealth Planning
Illinois
$16.7M -$456K -2,340 -3%
JAG
67
Journey Advisory Group
Kentucky
$16.6M -$42.5K -218 -0.3%
TWM
68
Trinity Wealth Management
Pennsylvania
$16.6M -$41.3K -212 -0.2%
SCM
69
Sollinda Capital Management
Florida
$16M +$15.7M +80,528 +6,041%
PIN
70
Prudent Investors Network
California
$15.4M +$266K +1,367 +2%
NYLIM
71
New York Life Investment Management
New York
$15.2M +$11.6M +59,732 +330%
Mariner
72
Mariner
Kansas
$14.9M -$432K -2,218 -3%
Stifel Financial
73
Stifel Financial
Missouri
$14.6M +$2.04M +10,492 +16%
SWMG
74
Sanchez Wealth Management Group
Florida
$14.6M +$744K +3,816 +5%
ASN
75
Advisory Services Network
Georgia
$13.4M +$503K +2,581 +4%
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