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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

690 hedge funds and large institutions have $10B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 195 increasing their positions, 295 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+8
Holders Change %
+1.17%
% of All Funds
10.04%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.64%
New
83
Increased
195
Reduced
295
Closed
68
Calls
$25.7M
Puts
$174M
Net Calls
-$148M
Net Calls Change
+$462M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$165M
2
Bank of America
Bank of America
North Carolina
+$58.7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$41.4M
4
SP
Symmetry Partners
Connecticut
+$40.7M
5
Goldman Sachs
Goldman Sachs
New York
+$40.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$72.2M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$63.1M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$45.7M
4
PP
Prudential plc
United Kingdom
-$27.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
76
MA Private Wealth
California
$13.3M -$302K -1,550 -2%
CPC
77
Consolidated Planning Corp
Georgia
$12.6M -$174K -893 -1%
SPWM
78
Straight Path Wealth Management
Michigan
$12.2M +$525K +2,693 +4%
FIA
79
Foundations Investment Advisors
Arizona
$12.1M -$4.86M -24,937 -29%
JE
80
JMAC Enterprises
Pennsylvania
$12M -$232K -1,193 -2%
GM
81
GeoWealth Management
Illinois
$11.8M -$8.88M -45,586 -43%
WA
82
Waverly Advisors
Alabama
$11.8M +$1.44M +7,396 +14%
WDL
83
Well Done LLC
Michigan
$11.5M -$242K -1,240 -2%
MML Investors Services
84
MML Investors Services
Massachusetts
$11.4M -$2.04M -10,463 -15%
Franklin Resources
85
Franklin Resources
California
$10.8M -$1.08M -5,546 -9%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$10.5M -$104K -534 -1%
VHAM
87
Van Hulzen Asset Management
California
$10.3M +$5.22M +26,794 +103%
BPA
88
Beacon Pointe Advisors
California
$10.2M -$209K -1,071 -2%
OCBCO
89
Oversea-Chinese Banking Corp (OCBC)
Singapore
$9.97M +$5.15M +26,429 +107%
FAIM
90
Financial Advocates Investment Management
Washington
$9.86M +$5.32M +13,366 +117%
KAS
91
Kestra Advisory Services
Texas
$9.6M +$1.69M +8,650 +21%
CL
92
Choreo LLC
Illinois
$9.42M +$403K +2,065 +4%
ACA
93
Aptus Capital Advisors
Alabama
$9.36M -$2.56M -13,159 -22%
GWSA
94
Global Wealth Strategies & Associates
Colorado
$9.1M +$1.71M +8,795 +23%
PAS
95
Park Avenue Securities
New York
$8.96M +$771K +3,954 +9%
M&T Bank
96
M&T Bank
New York
$8.72M -$2.46M -12,625 -22%
GWAG
97
Garrett Wealth Advisory Group
Texas
$8.6M -$79.7K -409 -0.9%
HighTower Advisors
98
HighTower Advisors
Illinois
$8.58M +$371K +1,905 +5%
EC
99
EdgeRock Capital
Colorado
$8.39M -$467K -2,398 -5%
AI
100
Atria Investments
North Carolina
$8.27M +$232K +1,190 +3%
2 3
4
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