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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

863 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 217 funds opening new positions, 317 increasing their positions, 196 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
863
Holders Change
+165
Holders Change %
+23.64%
% of All Funds
11.49%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.61%
New
217
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
+$963M
2
LPL Financial
LPL Financial
California
+$276M
3
Goldman Sachs
Goldman Sachs
New York
+$190M
4
Morgan Stanley
Morgan Stanley
New York
+$159M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$157M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$208M
2
SC
Savant Capital
Illinois
-$18.9M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$14.1M
4
GM
GeoWealth Management
Illinois
-$12.3M
5
AC
Apella Capital
Connecticut
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
726
Poehling Capital Management
Wisconsin
$203K +$203K +979 New
FA
727
Faithward Advisors
Pennsylvania
$201K +$201K +972 New
Vanguard Group
728
Vanguard Group
Pennsylvania
$201K +$201K +972 New
GWSG
729
GPS Wealth Strategies Group
Colorado
$201K +$414 +2 +0.2%
KFI
730
Key Financial Inc
Pennsylvania
$197K – – –
CT
731
Colonial Trust
South Carolina
$186K – – –
SC
732
Stephens Consulting
Michigan
$185K – – –
QCG
733
Quadrant Capital Group
Ohio
$183K -$2.07K -10 -1%
CNBTD
734
Citizens National Bank Trust Department
Mississippi
$180K – – –
SOAMC
735
Spirit of America Management Corp
New York
$179K +$18.6K +90 +12%
WTFG
736
Wood Tarver Financial Group
Idaho
$176K +$176K +851 New
BBHC
737
Brown Brothers Harriman & Co
New York
$173K – – –
FPB
738
First PREMIER Bank
South Dakota
$173K – – –
ACA
739
American Capital Advisory
Idaho
$173K -$2.9K -14 -2%
BCWM
740
Bartlett & Co Wealth Management
Ohio
$168K – – –
QT
741
Quantbot Technologies
New York
$164K +$164K +792 New
MWM
742
MGB Wealth Management
Texas
$163K +$11.6K +56 +8%
EWA
743
EverSource Wealth Advisors
Alabama
$161K +$147K +711 +1,061%
KBFS
744
Kohmann Bosshard Financial Services
Ohio
$154K +$154K +743 New
SL
745
Salomon & Ludwin
Virginia
$153K -$414 -2 -0.3%
GEA
746
Glen Eagle Advisors
New Jersey
$150K +$25.7K +124 +21%
S
747
SignatureFD
Georgia
$146K +$112K +541 +328%
PB
748
Pinnacle Bancorp
Nebraska
$145K +$8.69K +42 +6%
IF
749
Integrity Financial
Wyoming
$145K – – –
OLVIG
750
Oliver Lagore Vanvalin Investment Group
Michigan
$144K +$144K +696 New
28 29
30
31 32