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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

682 hedge funds and large institutions have $9.65B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 193 increasing their positions, 258 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+45
Holders Change %
+7.06%
% of All Funds
9.89%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.62%
New
115
Increased
193
Reduced
258
Closed
55
Calls
$32.3M
Puts
$643M
Net Calls
-$611M
Net Calls Change
-$614M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$210M
2
BlackRock
BlackRock
New York
+$144M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$111M
4
Bank of America
Bank of America
North Carolina
+$102M
5
AI
AdvisorShares Investments
Maryland
+$93.1M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$421M
2
Morgan Stanley
Morgan Stanley
New York
-$247M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$55.9M
4
SP
Symmetry Partners
Connecticut
-$38.2M
5
AssetMark Inc
AssetMark Inc
California
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
76
Trinity Wealth Management
Pennsylvania
$16M -$125K -666 -0.8%
Mariner
77
Mariner
Kansas
$14.8M +$7.2M +38,437 +95%
PIN
78
Prudent Investors Network
California
$14.6M +$14.6M +77,818 New
FG
79
Foster Group
Iowa
$13.7M +$1.2M +6,420 +10%
SWMG
80
Sanchez Wealth Management Group
Florida
$13.3M +$130K +696 +1%
MPW
81
MA Private Wealth
California
$13M +$410K +2,191 +3%
MML Investors Services
82
MML Investors Services
Massachusetts
$12.9M +$1.05M +5,595 +9%
WA
83
Win Advisors
Florida
$12.9M +$12.9M +68,704 New
ASN
84
Advisory Services Network
Georgia
$12.4M +$12M +64,020 +3,278%
CPC
85
Consolidated Planning Corp
Georgia
$12.3M +$94.8K +506 +0.8%
Stifel Financial
86
Stifel Financial
Missouri
$12.1M +$1.34M +7,141 +12%
JE
87
JMAC Enterprises
Pennsylvania
$11.8M +$817K +4,361 +7%
ACA
88
Aptus Capital Advisors
Alabama
$11.5M +$11.4M +60,805 +16,129%
Franklin Resources
89
Franklin Resources
California
$11.4M +$177K +944 +2%
WDL
90
Well Done LLC
Michigan
$11.2M -$12.5M -66,495 -53%
SPWM
91
Straight Path Wealth Management
Michigan
$11.2M -$91.1K -486 -0.8%
M&T Bank
92
M&T Bank
New York
$10.7M -$3.91M -20,896 -27%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$10.2M -$291K -1,552 -3%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$10.2M -$496K -2,645 -5%
BPA
95
Beacon Pointe Advisors
California
$9.96M -$535K -2,856 -5%
WA
96
Waverly Advisors
Alabama
$9.92M +$9.92M +52,945 New
Lido Advisors
97
Lido Advisors
California
$8.88M +$8.88M +47,411 New
CL
98
Choreo LLC
Illinois
$8.65M +$117K +625 +1%
EC
99
EdgeRock Capital
Colorado
$8.52M +$1.79M +9,552 +27%
GWAG
100
Garrett Wealth Advisory Group
Texas
$8.35M -$269K -1,437 -3%
2 3
4
5 6