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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 %
JFG
751
JDM Financial Group
Texas
$133K +$82.6K +399 +162%
WSCM
752
Wellington Shields Capital Management
New York
$130K – – –
WWP
753
WR Wealth Planners
Missouri
$129K -$48.4K -234 -27%
CIA
754
Cape Investment Advisory
Georgia
$119K +$104K +501 +668%
BHWM
755
Beaird Harris Wealth Management
Texas
$119K – – –
NRC
756
New Republic Capital
North Carolina
$117K +$117K +564 New
GFPC
757
Global Financial Private Client
Florida
$115K +$115K +558 New
BWL
758
Bogart Wealth LLC
Virginia
$112K – – –
FFA
759
Founders Financial Alliance
North Carolina
$111K +$207 +1 +0.2%
CTC
760
Central Trust Company
Missouri
$107K – – –
FWM
761
FLP Wealth Management
Arkansas
$106K +$106K +514 New
WT
762
Washington Trust
Rhode Island
$106K -$331K -1,600 -76%
SRCM
763
Signature Resources Capital Management
California
$98.1K – – –
FGC
764
Financial Gravity Companies
Texas
$93.9K -$2.69K -13 -3%
HNB
765
Hilltop National Bank
Wyoming
$91.5K -$14.5K -70 -14%
CFP
766
Comprehensive Financial Planning
Pennsylvania
$88.6K +$88.6K +428 New
PFBT
767
Parkside Financial Bank & Trust
Missouri
$85.9K – – –
FPF
768
First Pacific Financial
Washington
$85.9K +$85.9K +415 New
RFS
769
Richardson Financial Services
Massachusetts
$78.8K +$5.2K +25 +7%
TCOV
770
Trust Company of Vermont
Vermont
$74.7K – – –
WIM
771
Westside Investment Management
California
$71.6K – – –
Barclays
772
Barclays
United Kingdom
$70K -$760K -3,660 -92%
PAI
773
Pittenger & Anderson Inc
Nebraska
$69.9K – – –
STB
774
S&T Bank
Pennsylvania
$66.8K +$66.8K +323 New
EW
775
Element Wealth
Mississippi
$66.7K +$24.8K +120 +59%
29 30
31
32 33