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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

698 hedge funds and large institutions have $9.57B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 188 increasing their positions, 289 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
10.1%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.52%
New
76
Increased
188
Reduced
289
Closed
62
Calls
$54M
Puts
$158M
Net Calls
-$104M
Net Calls Change
+$44.6M

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.6B
2
Citigroup
Citigroup
New York
$51.3M
3
SA
Sanctuary Advisors
Indiana
$34M
4
EWM
Empirical Wealth Management
Washington
$195M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$137M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$75M
2
BlackRock
BlackRock
New York
$168M
3
Bank of America
Bank of America
North Carolina
$247M
4
AI
AdvisorShares Investments
Maryland
$0
5
SP
Symmetry Partners
Connecticut
$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
76
Convergence Financial
Missouri
$12.8M +$12.8M +63,350 New
PAG
77
Private Advisor Group
New Jersey
$12.8M -$10M -49,369 -44%
SPWM
78
Straight Path Wealth Management
Michigan
$12.8M +$67.9K +335 +0.5%
OCBCO
79
Oversea-Chinese Banking Corp (OCBC)
Singapore
$12.6M +$2.2M +10,831 +21%
WDL
80
Well Done LLC
Michigan
$11.9M -$60.4K -298 -0.5%
Franklin Resources
81
Franklin Resources
California
$11.6M -$14.6K -70 -0.1%
WA
82
Waverly Advisors
Alabama
$11.4M -$826K -4,075 -7%
VHAM
83
Van Hulzen Asset Management
California
$10.6M -$69.3K -342 -0.6%
MML Investors Services
84
MML Investors Services
Massachusetts
$10.3M -$1.51M -7,462 -13%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$10.2M -$736K -3,630 -7%
Stifel Financial
86
Stifel Financial
Missouri
$9.94M -$5.3M -26,142 -35%
GWSA
87
Global Wealth Strategies & Associates
Colorado
$9.79M +$320K +1,579 +3%
GWAG
88
Garrett Wealth Advisory Group
Texas
$9.33M +$379K +1,870 +4%
CL
89
Choreo LLC
Illinois
$9.32M -$403K -1,998 -4%
ECA
90
Elevation Capital Advisory
Oregon
$9.15M +$9.15M +45,140 New
Jones Financial Companies
91
Jones Financial Companies
Missouri
$9.09M +$5.11M +25,307 +128%
Lido Advisors
92
Lido Advisors
California
$8.99M +$691K +3,410 +8%
CPIG
93
Chicago Partners Investment Group
Illinois
$8.99M -$196K -946 -2%
PAS
94
Park Avenue Securities
New York
$8.9M -$418K -2,063 -4%
BPA
95
Beacon Pointe Advisors
California
$8.9M -$1.66M -8,198 -16%
IB
96
Intrust Bank
Kansas
$8.86M +$5.22M +25,734 +143%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$8.74M +$4.77M +23,516 +120%
HighTower Advisors
98
HighTower Advisors
Illinois
$8.42M -$521K -2,570 -6%
OWM
99
Opes Wealth Management
California
$8.41M -$120K -591 -1%
RFM
100
Royal Fund Management
Florida
$8.32M +$3.6M +17,682 +76%
2 3
4
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