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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 %
RFA
826
Register Financial Advisors
Georgia
$17.6K – – –
CA
827
Crewe Advisors
Utah
$17.2K – – –
EWM
828
EPG Wealth Management
Georgia
$15.9K – – –
MAS
829
MPWM Advisory Solutions
Georgia
$14.5K +$14.5K +70 New
CWP
830
Concord Wealth Partners
Virginia
$13.7K – – –
SIS
831
Strategic Investment Solutions
Illinois
$13.5K +$5.34K +34 +65%
CPG
832
Cornerstone Planning Group
New Jersey
$13.3K +$13.3K +62 New
PPWM
833
PFG Private Wealth Management
Florida
$12.8K -$4.14K -20 -24%
EWA
834
Elevate Wealth Advisory
Georgia
$12.4K – – –
MHR
835
Matthew Hamilton Rosenberg
$12.4K – – –
JWA
836
JFS Wealth Advisors
Pennsylvania
$12.1K +$205 +1 +2%
TAM
837
Townsend Asset Management
North Carolina
$10.8K – – –
HBW
838
Hazlett, Burt & Watson
West Virginia
$10K +$10K +50 New
HIA
839
Harbor Investment Advisory
Maryland
$9.31K +$9.31K +45 New
SMA
840
Sage Mountain Advisors
Georgia
$7.86K -$414 -2 -5%
PPC
841
Park Place Capital
Alabama
$7.45K +$7.45K +36 New
CAS
842
Coppell Advisory Solutions
Texas
$6.86K – – –
AIC
843
Archer Investment Corporation
Indiana
$6.21K +$1.04K +5 +20%
Toronto Dominion Bank
844
Toronto Dominion Bank
Ontario, Canada
$5.79K -$11.2K -54 -66%
LWA
845
Lowe Wealth Advisors
Maryland
$5.79K +$5.79K +28 New
Kayne Anderson Rudnick Investment Management
846
Kayne Anderson Rudnick Investment Management
California
$5.38K – – –
AG
847
AmeriFlex Group
Nevada
$4.95K +$4.95K +23 New
BCMLT
848
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.57K – – –
JHCP
849
Jackson Hole Capital Partners
Oklahoma
$4.35K – – –
HFS
850
HBC Financial Services
Washington
$4K +$4K +20 New
32 33
34
35 36