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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 %
BBPWM
851
Blue Bell Private Wealth Management
Pennsylvania
$3.93K – – –
DRP
852
Decker Retirement Planning
Utah
$3.73K +$3.73K +18 New
GA
853
GoalVest Advisory
New York
$3.31K +$3.31K +16 New
DFA
854
DHJJ Financial Advisors
Illinois
$3.29K – – –
PCMC
855
Private Capital Management (Colorado)
Colorado
$2.9K – – –
LCM
856
Logan Capital Management
Pennsylvania
$1.45K +$1.45K +7 New
FP
857
Financial Perspectives
Minnesota
$1.24K – – –
HI
858
Horizon Investments
North Carolina
$1.04K -$207 -1 -17%
MFC
859
Morris Financial Concepts
South Carolina
$1.04K – – –
AA
860
Ancora Advisors
Ohio
$828 – – –
FRA
861
Front Row Advisors
California
$828 – – –
PWM
862
Parkworth Wealth Management
California
$828 +$828 +4 New
CTA
863
Colonial Trust Advisors
South Carolina
$828 +$828 +4 New
SAM
864
Synergy Asset Management
Washington
$811 +$811 +4 New
NS
865
NBC Securities
Alabama
$443 -$484K -2,183 -100%
CAM
866
Creekmur Asset Management
Illinois
$3 -$3 – –
Prudential Financial
867
Prudential Financial
New Jersey
– -$3.85M -19,010 Closed
Tudor Investment Corp
868
Tudor Investment Corp
Connecticut
– -$2.48M -12,218 Closed
FTUS
869
Flow Traders U.S.
New York
– -$2.47M -12,162 Closed
Marshall Wace
870
Marshall Wace
United Kingdom
– -$1.87M -9,206 Closed
FTDI
871
First Trust Direct Indexing
Massachusetts
– -$1.36M -6,689 Closed
GSC
872
G&S Capital
Colorado
– -$1.07M -5,296 Closed
AP
873
Advisors Preferred
Maryland
– -$444K -2,200 Closed
MOS
874
MGO One Seven
Ohio
– -$375K -1,850 Closed
ECG
875
Edge Capital Group
Georgia
– -$372K -1,835 Closed
32 33 34
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