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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

862 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 216 funds opening new positions, 317 increasing their positions, 196 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
862
Holders Change
+164
Holders Change %
+23.5%
% of All Funds
11.48%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.61%
New
216
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
$2.61B
2
LPL Financial
LPL Financial
California
$404M
3
Goldman Sachs
Goldman Sachs
New York
$235M
4
Morgan Stanley
Morgan Stanley
New York
$455M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$233M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.43B
2
SC
Savant Capital
Illinois
$132M
3
IWC
Integrated Wealth Concepts
Massachusetts
$23.9M
4
GM
GeoWealth Management
Illinois
$9.98M
5
AC
Apella Capital
Connecticut
$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JE
101
JMAC Enterprises
Pennsylvania
$13.6M +$419K +2,024 +3%
TRCT
102
Tower Research Capital (TRC)
New York
$13.5M +$12.9M +62,327 +2,113%
SPWM
103
Straight Path Wealth Management
Michigan
$12.9M -$126K -611 -1%
OWG
104
Oxford Wealth Group
Florida
$12.2M +$8.52M +41,180 +233%
WDL
105
Well Done LLC
Michigan
$11.9M – – –
OCBCO
106
Oversea-Chinese Banking Corp (OCBC)
Singapore
$11.8M -$1.04M -5,033 -8%
IB
107
Intrust Bank
Kansas
$11.3M +$2.26M +10,943 +25%
VHAM
108
Van Hulzen Asset Management
California
$11.2M +$402K +1,944 +4%
WA
109
Waverly Advisors
Alabama
$11.1M -$502K -2,425 -4%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$10.6M +$155K +748 +1%
GWSA
111
Global Wealth Strategies & Associates
Colorado
$10.2M +$182K +881 +2%
GM
112
GeoWealth Management
Illinois
$9.98M -$12.3M -59,492 -55%
SA
113
Scarborough Advisors
Maryland
$9.66M +$9.66M +46,678 New
ECA
114
Elevation Capital Advisory
Oregon
$9.63M +$289K +1,396 +3%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$9.61M +$8.47M +39,797 +745%
IWA
116
Icon Wealth Advisors
Texas
$9.35M +$9.09M +43,913 +3,433%
KPWS
117
Kestra Private Wealth Services
Texas
$9.33M +$7.48M +36,143 +404%
GWAG
118
Garrett Wealth Advisory Group
Texas
$8.93M -$591K -2,854 -6%
CPIG
119
Chicago Partners Investment Group
Illinois
$8.89M -$196K -932 -2%
BPA
120
Beacon Pointe Advisors
California
$8.81M -$277K -1,339 -3%
RFM
121
Royal Fund Management
Florida
$8.75M +$250K +1,204 +3%
OWM
122
Opes Wealth Management
California
$8.54M -$45.7K -221 -0.5%
CL
123
Choreo LLC
Illinois
$8.52M -$1.04M -5,026 -11%
ACA
124
Aptus Capital Advisors
Alabama
$8.45M +$14.7K +71 +0.2%
Lido Advisors
125
Lido Advisors
California
$8.28M -$898K -4,341 -10%
3 4
5
6 7