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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 %
CG
51
CFO4Life Group
Texas
$24.8M -$248K -1,225 -1%
SP
52
Symmetry Partners
Connecticut
$24.7M -$85.1M -419,685 -78%
I
53
INVST
Indiana
$22.1M -$1.17M -5,765 -5%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$21.9M -$1.24M -6,137 -5%
GM
55
GeoWealth Management
Illinois
$21.8M +$9.6M +47,361 +78%
OC
56
Oppenheimer & Co
New York
$21M +$2.36M +11,626 +13%
SFPM
57
Sensible Financial Planning & Management
Massachusetts
$20.5M -$376K -1,854 -2%
BIA
58
Bell Investment Advisors
California
$20.3M +$123K +609 +0.6%
GT
59
Glenview Trust
Kentucky
$18.5M -$421K -2,078 -2%
SWMG
60
Sanchez Wealth Management Group
Florida
$18.1M +$2.95M +14,553 +19%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$17.6M -$391K -1,928 -2%
MWP
62
Meredith Wealth Planning
Illinois
$17.3M -$142K -701 -0.8%
OFG
63
Oxford Financial Group
Indiana
$16.9M -$2.1M -10,337 -11%
YCG
64
Yeomans Consulting Group
Georgia
$16.6M -$2.49M -12,292 -13%
JAG
65
Journey Advisory Group
Kentucky
$16.4M -$238K -1,223 -1%
TWM
66
Trinity Wealth Management
Pennsylvania
$16.4M -$886K -4,369 -5%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$16M -$5.73M -28,271 -26%
PIN
68
Prudent Investors Network
California
$15.8M -$244K -1,204 -2%
Mariner
69
Mariner
Kansas
$14.9M -$684K -3,373 -4%
CPC
70
Consolidated Planning Corp
Georgia
$13.9M +$733K +3,613 +6%
M&T Bank
71
M&T Bank
New York
$13.6M +$4.49M +22,130 +49%
ASN
72
Advisory Services Network
Georgia
$13.4M – – –
FIA
73
Foundations Investment Advisors
Arizona
$13.2M +$641K +3,163 +5%
SWG
74
Summit Wealth Group
Vermont
$12.9M -$4.87M -24,023 -27%
JE
75
JMAC Enterprises
Pennsylvania
$12.9M +$384K +1,895 +3%
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3
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