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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 %
WSC
776
Wellington Shields & Co
New York
$66.6K +$20.7K +100 +45%
TLA
777
Tanglewood Legacy Advisors
Texas
$63.5K -$10.3K -50 -14%
MIFH
778
Migdal Insurance & Financial Holdings
Israel
$63K – – –
BSB
779
Bangor Savings Bank
Maine
$62.1K – – –
LFA
780
LGT Financial Advisors
Texas
$57.8K +$57.8K +279 New
BL
781
BFSG LLC
California
$57.1K – – –
YDMI
782
Y.D. More Investments
Israel
$56.2K – – –
CB
783
CNB Bank
Pennsylvania
$54.4K – – –
HCP
784
Hexagon Capital Partners
Arkansas
$51.7K -$12.4K -60 -19%
SIC
785
Salem Investment Counselors
North Carolina
$51.7K – – –
RIA
786
Realta Investment Advisors
Delaware
$49.2K +$49.2K +233 New
RFG
787
REAP Financial Group
Texas
$48.4K +$48.4K +234 New
KPP
788
Kings Path Partners
Texas
$47.5K -$39.6K -191 -45%
AF
789
Advisornet Financial
Minnesota
$45K +$15.3K +74 +51%
HNB
790
Huntington National Bank
Ohio
$41K -$35.3K – –
TSMHT
791
Thurston Springer Miller Herd & Titak
Indiana
$41K +$38.9K +188 +1,880%
OA
792
Operose Advisors
Wisconsin
$38.9K +$12.6K +61 +48%
FCT
793
Family Capital Trust
Massachusetts
$37.9K – – –
Q1WB
794
Quest 10 Wealth Builders
Virginia
$37K +$37K +179 New
WCM
795
Winthrop Capital Management
Indiana
$37K +$37K +177 New
HPC
796
HM Payson & Co
Maine
$35.4K – – –
GI
797
GAMMA Investing
California
$35.4K – – –
ICM
798
Islay Capital Management
Texas
$35.2K – – –
LC
799
Luminist Capital
Michigan
$35.2K +$35.2K +170 New
SS
800
Sunbelt Securities
Texas
$34.2K +$28.1K +135 +466%
30 31
32
33 34