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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 %
BMM
726
Berkshire Money Management
Massachusetts
– -$348K -1,860 Closed
MFA
727
Morling Financial Advisors
California
– -$307K -1,639 Closed
AWMNH
728
Arcadia Wealth Management (New Hampshire)
New Hampshire
– -$300K -1,603 Closed
EP
729
Edgestream Partners
New Jersey
– -$297K -1,584 Closed
CWM
730
Connecticut Wealth Management
Connecticut
– -$294K -1,568 Closed
KFG
731
Kingdom Financial Group
Arizona
– -$279K -1,490 Closed
BFA
732
Beaumont Financial Advisors
Massachusetts
– -$270K -1,443 Closed
BFA
733
Beacon Financial Advisory
Ohio
– -$252K -1,347 Closed
VPIM
734
Vanguard Personalized Indexing Management
California
– -$248K -1,325 Closed
MA
735
Mezzasalma Advisors
New Jersey
– -$235K -1,257 Closed
EL
736
EQ LLC
Washington
– -$233K -1,245 Closed
FA
737
Faithward Advisors
Pennsylvania
– -$226K -1,204 Closed
WEG
738
World Equity Group
Illinois
– -$223K -1,192 Closed
NL
739
NWAM LLC
Washington
– -$209K -1,138 Closed
MWM
740
Maripau Wealth Management
Indiana
– -$208K -1,112 Closed
SIAS
741
Summit Investment Advisory Services
Minnesota
– -$207K -1,107 Closed
VL
742
Vima LLC
Michigan
– -$4.27K -1,030 Closed
SIM
743
Studio Investment Management
Illinois
– -$53.4K -285 Closed
PA
744
Pineridge Advisors
Missouri
– -$51.4K -274 Closed
WIC
745
Woodmont Investment Counsel
Tennessee
– -$28.1K -150 Closed
FPFS
746
First Personal Financial Services
North Carolina
– -$27.4K -146 Closed
CIM
747
Contravisory Investment Management
Massachusetts
– -$21.9K -117 Closed
LFA
748
LGT Financial Advisors
Texas
– -$18.9K -101 Closed
SWC
749
Spectrum Wealth Counsel
Indiana
– -$8.43K -45 Closed
CSB
750
City State Bank
Iowa
– -$8K -44 Closed
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