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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 %
AP
726
Americana Partners
Texas
– -$408K -2,094 Closed
HCC
727
Hirtle Callaghan & Co
Pennsylvania
– -$371K -1,906 Closed
BMWM
728
Brown Miller Wealth Management
Virginia
– -$360K -1,848 Closed
PA
729
Prism Advisors
California
– -$356K -1,829 Closed
SAM
730
Secure Asset Management
Michigan
– -$345K -1,769 Closed
HOWA
731
Heritage Oak Wealth Advisors
Florida
– -$264K -1,355 Closed
TWA
732
TCI Wealth Advisors
Arizona
– -$252K -1,291 Closed
AWM
733
Axxcess Wealth Management
California
– -$246K -1,262 Closed
IC
734
Inscription Capital
Texas
– -$244K -1,250 Closed
PG
735
Prostatis Group
Maryland
– -$239K -1,229 Closed
PAMG
736
Patton Albertson Miller Group
Tennessee
– -$230K -1,181 Closed
SWM
737
Sculati Wealth Management
Michigan
– -$219K -1,126 Closed
CGFA
738
Colton Groome Financial Advisors
North Carolina
– -$217K -1,115 Closed
EFN
739
Equita Financial Network
Pennsylvania
– -$209K -1,070 Closed
TSS
740
Two Sigma Securities
New York
– -$209K -1,070 Closed
CCM
741
Coldstream Capital Management
Washington
– -$206K -1,058 Closed
AWA
742
Arete Wealth Advisors
Illinois
– -$205K -1,051 Closed
IAIM
743
International Assets Investment Management
Florida
– -$145K -744 Closed
TCWA
744
Turtle Creek Wealth Advisors
Texas
– -$88.3K -453 Closed
GG
745
Gleason Group
Kentucky
– -$62.6K -321 Closed
ATPW
746
Ashton Thomas Private Wealth
Arizona
– -$48.3K -248 Closed
RIA
747
Realta Investment Advisors
Delaware
– -$38.2K -196 Closed
KFS
748
Kelly Financial Services
Massachusetts
– -$34.2K -175 Closed
AFWM
749
Abich Financial Wealth Management
Virginia
– -$32.7K -168 Closed
SA
750
Scarborough Advisors
Maryland
– -$28.5K -146 Closed
27 28 29
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