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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 %
OWM
101
Opes Wealth Management
California
$8.2M -$439K -2,255 -5%
CPIG
102
Chicago Partners Investment Group
Illinois
$8.18M -$166K -895 -2%
TC
103
Tacita Capital
Ontario, Canada
$8.05M -$402K -2,062 -5%
Lido Advisors
104
Lido Advisors
California
$7.98M -$1.26M -6,463 -14%
CF
105
Centaurus Financial
California
$7.86M -$378K -1,938 -5%
FAG
106
Financial Architects (Georgia)
Georgia
$7.65M -$360K -1,845 -4%
AWM
107
AE Wealth Management
Kansas
$7.56M -$16.1M -82,775 -68%
CIAS
108
Capital Investment Advisory Services
North Carolina
$7.33M +$5.59M +28,679 +320%
HI
109
Harbour Investments
Wisconsin
$7.08M -$12.5K -64 -0.2%
FA
110
Forefront Analytics
Pennsylvania
$6.89M +$65.9K +338 +1%
AWS
111
Atria Wealth Solutions
New York
$6.85M -$1.81M -9,282 -21%
CP
112
Capital Planning
Washington
$6.84M +$61.6K +316 +0.9%
GFA
113
Gallagher Fiduciary Advisors
Illinois
$6.81M +$1.05M +5,398 +18%
ACA
114
Atlas Capital Advisors
Wyoming
$6.7M -$326K -1,675 -5%
BWM
115
Brickley Wealth Management
California
$6.68M – – –
Two Sigma Investments
116
Two Sigma Investments
New York
$6.57M +$6.57M +33,700 New
Truist Financial
117
Truist Financial
North Carolina
$6.46M +$172K +882 +3%
Creative Planning
118
Creative Planning
Kansas
$6.44M -$833K -4,273 -11%
EWA
119
Exencial Wealth Advisors
Oklahoma
$5.92M -$136K -697 -2%
US Bancorp
120
US Bancorp
Minnesota
$5.92M -$208K -1,069 -3%
RJT
121
Raymond James Trust
Florida
$5.77M +$489K +2,507 +9%
BWIA
122
Bryant Woods Investment Advisors
New York
$5.74M +$4.16M +29,803 +264%
SIA
123
Strategic Investment Advisors
Michigan
$5.69M +$197K +1,010 +4%
PCIA
124
Prime Capital Investment Advisors
Kansas
$5.21M -$1.83M -9,401 -26%
HTC
125
Haverford Trust Company
Pennsylvania
$5.17M +$453K +2,327 +10%
3 4
5
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