MTUM icon

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 %
ACA
101
Aptus Capital Advisors
Alabama
$8.27M -$1.47M -7,247 -15%
TC
102
Tacita Capital
Ontario, Canada
$7.99M -$386K -1,903 -5%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$7.93M +$7.93M +39,091 New
CF
104
Centaurus Financial
California
$7.85M -$334K -1,649 -4%
AI
105
Atria Investments
North Carolina
$7.71M -$893K -4,402 -10%
RJT
106
Raymond James Trust
Florida
$7.61M +$1.61M +7,917 +27%
KAS
107
Kestra Advisory Services
Texas
$7.6M -$2.39M -11,777 -24%
FAG
108
Financial Architects (Georgia)
Georgia
$7.53M -$434K -2,140 -5%
AWM
109
AE Wealth Management
Kansas
$7.47M -$399K -1,968 -5%
HI
110
Harbour Investments
Wisconsin
$7.23M -$133K -658 -2%
CP
111
Capital Planning
Washington
$7.23M +$109K +538 +2%
ACA
112
Atlas Capital Advisors
Wyoming
$7.08M +$108K +533 +2%
FA
113
Forefront Analytics
Pennsylvania
$6.84M -$331K -1,630 -5%
Creative Planning
114
Creative Planning
Kansas
$6.57M -$127K -628 -2%
GFA
115
Gallagher Fiduciary Advisors
Illinois
$6.43M -$661K -3,259 -9%
BWM
116
Brickley Wealth Management
California
$6.38M -$574K -2,833 -8%
AWS
117
Atria Wealth Solutions
New York
$6.35M -$771K -3,801 -11%
SIA
118
Strategic Investment Advisors
Michigan
$6.15M +$230K +1,133 +4%
EWA
119
Exencial Wealth Advisors
Oklahoma
$6.05M -$112K -553 -2%
US Bancorp
120
US Bancorp
Minnesota
$5.96M -$200K -988 -3%
DWM
121
Dynasty Wealth Management
Florida
$5.77M +$5.34M +88,098 +1,229%
CAM
122
Cozad Asset Management
Illinois
$5.46M +$91.2K +450 +2%
HTC
123
Haverford Trust Company
Pennsylvania
$5.45M +$71.8K +354 +1%
Truist Financial
124
Truist Financial
North Carolina
$5.34M -$1.39M -6,839 -21%
PCIA
125
Prime Capital Investment Advisors
Kansas
$5.19M -$239K -1,178 -4%
3 4
5
6 7