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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 %
SFPM
76
Sensible Financial Planning & Management
Massachusetts
$20.2M -$721K -3,483 -3%
BIA
77
Bell Investment Advisors
California
$20M -$639K -3,090 -3%
Mariner
78
Mariner
Kansas
$19.5M +$4.37M +21,099 +29%
AWS
79
Atria Wealth Solutions
New York
$19.5M +$13M +62,812 +200%
KIM
80
Kestra Investment Management
Texas
$18.5M +$18.5M +89,426 New
GT
81
Glenview Trust
Kentucky
$18.4M -$476K -2,300 -3%
AWM
82
AE Wealth Management
Kansas
$18.3M +$10.7M +51,725 +140%
AI
83
Atria Investments
North Carolina
$18.2M +$10.4M +50,077 +132%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$18.1M +$8.8M +42,526 +94%
YCG
85
Yeomans Consulting Group
Georgia
$18M +$1.07M +5,189 +6%
MWP
86
Meredith Wealth Planning
Illinois
$17.6M -$31K -150 -0.2%
KAS
87
Kestra Advisory Services
Texas
$16.9M +$9.19M +44,409 +118%
PIN
88
Prudent Investors Network
California
$16.9M +$804K +3,885 +5%
TWM
89
Trinity Wealth Management
Pennsylvania
$16.7M -$16.6K -80 -0.1%
OFG
90
Oxford Financial Group
Indiana
$16.6M -$580K -2,805 -3%
JAG
91
Journey Advisory Group
Kentucky
$16.4M – – –
US Bancorp
92
US Bancorp
Minnesota
$15.7M +$9.65M +46,640 +159%
ASN
93
Advisory Services Network
Georgia
$15.7M +$1.47M +7,088 +10%
AWMS
94
Advocacy Wealth Management Services
Georgia
$15.1M +$15.1M +73,142 New
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$14.9M +$6.84M +33,049 +85%
PAG
96
Private Advisor Group
New Jersey
$14.9M +$1.8M +8,721 +14%
CPC
97
Consolidated Planning Corp
Georgia
$14.5M +$351K +1,697 +2%
SWG
98
Summit Wealth Group
Vermont
$13.8M +$593K +2,864 +4%
CF
99
Convergence Financial
Missouri
$13.6M +$529K +2,556 +4%
M&T Bank
100
M&T Bank
New York
$13.6M -$258K -1,248 -2%
2 3
4
5 6