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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 %
NB
801
NBT Bank
New York
$32.1K -$9.11K -44 -22%
MCM
802
Mainstream Capital Management
California
$31K +$31K +150 New
MMCM
803
Murphy & Mullick Capital Management
New York
$30K +$30K +145 New
AWM
804
Abound Wealth Management
Tennessee
$28.4K – – –
NCM
805
Northwest Capital Management
Oregon
$28.3K – – –
AT
806
Arlington Trust
Alabama
$27.1K – – –
PMFA
807
Plante Moran Financial Advisors
Michigan
$26.1K – – –
FDCP
808
Foster Dykema Cabot & Partners
Massachusetts
$25.5K -$9.1K -44 -26%
PAG
809
Paladin Advisory Group
Iowa
$25.2K – – –
FFO
810
Fortitude Family Office
Arizona
$25.2K – – –
DSC
811
Duncker Streett & Co
Missouri
$24.8K +$24.8K +120 New
NP
812
NorthRock Partners
Minnesota
$24.4K -$8.48K -41 -26%
WI
813
Wintrust Investments
Illinois
$23K +$23K +115 New
LIS
814
Legacy Investment Solutions
Idaho
$22.7K – – –
LWMI
815
Legacy Wealth Management (Idaho)
Idaho
$22.7K – – –
FWA
816
FSC Wealth Advisors
New York
$22.2K – – –
AWM
817
AllSquare Wealth Management
New York
$21.5K – – –
DF
818
DecisionPoint Financial
Arizona
$21.1K – – –
PSFG
819
Park Square Financial Group
Georgia
$20.7K +$20.7K +100 New
GWANC
820
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.1K +$20.1K +97 New
MEG
821
Millstone Evans Group
Colorado
$19.5K +$19.5K +94 New
FDW
822
Fourth Dimension Wealth
Ohio
$18.5K +$18.5K +89 New
VWWMG
823
Vermillion & White Wealth Management Group
Pennsylvania
$18.1K +$206 +1 +1%
CIR
824
Clear Investment Research
Georgia
$18K – – –
TAM
825
Tucker Asset Management
Colorado
$17.8K +$15.9K +77 +856%
31 32
33
34 35