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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

862 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 216 funds opening new positions, 317 increasing their positions, 196 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
862
Holders Change
+164
Holders Change %
+23.5%
% of All Funds
11.48%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.61%
New
216
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
$2.61B
2
LPL Financial
LPL Financial
California
$404M
3
Goldman Sachs
Goldman Sachs
New York
$235M
4
Morgan Stanley
Morgan Stanley
New York
$455M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$233M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.43B
2
SC
Savant Capital
Illinois
$132M
3
IWC
Integrated Wealth Concepts
Massachusetts
$23.9M
4
GM
GeoWealth Management
Illinois
$9.98M
5
AC
Apella Capital
Connecticut
$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
51
Armbruster Capital Management
New York
$41.7M +$259K +1,253 +0.6%
SP
52
Symmetry Partners
Connecticut
$41.2M +$16.1M +77,659 +64%
Stifel Financial
53
Stifel Financial
Missouri
$39.4M +$29.3M +141,593 +289%
NA
54
NewEdge Advisors
Louisiana
$37.6M +$33.8M +163,437 +883%
KCM
55
Kathmere Capital Management
Pennsylvania
$37.6M -$374K -1,806 -1%
SCM
56
Stonehearth Capital Management
Massachusetts
$36.6M -$377K -1,822 -1%
LLWM
57
Life Line Wealth Management
California
$36.2M +$36.2M +175,177 New
SFA
58
Sequoia Financial Advisors
Ohio
$34.4M +$34.4M +166,267 New
SA
59
Sanctuary Advisors
Indiana
$34.1M -$672K -3,055 -2%
JC
60
JB Capital
Connecticut
$33M +$33M +159,464 New
CCA
61
Cobblestone Capital Advisors
New York
$28.6M +$318K +1,536 +1%
UCFA
62
United Capital Financial Advisors
Texas
$28.2M +$27.2M +131,515 +2,642%
1WM
63
1900 Wealth Management
Texas
$27.9M -$713K -3,444 -2%
I
64
INVST
Indiana
$27.6M +$5.05M +24,414 +22%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$27.2M +$9.22M +44,571 +51%
AIM
66
Acropolis Investment Management
Missouri
$25.9M +$329K +1,588 +1%
CG
67
CFO4Life Group
Texas
$25.6M +$295K +1,426 +1%
NYLIM
68
New York Life Investment Management
New York
$24.2M -$1.39M -6,711 -5%
IWC
69
Integrated Wealth Concepts
Massachusetts
$23.9M -$14.1M -68,139 -37%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$21.5M -$909K -4,393 -4%
SWMG
71
Sanchez Wealth Management Group
Florida
$20.6M +$2.07M +9,994 +11%
Franklin Resources
72
Franklin Resources
California
$20.5M +$9.1M +43,991 +80%
Truist Financial
73
Truist Financial
North Carolina
$20.5M +$15.1M +72,739 +276%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$20.3M +$4.01M +19,402 +25%
OC
75
Oppenheimer & Co
New York
$20.3M -$1.12M -5,417 -5%
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