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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
10.03%
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 %
SRC
126
Shufro Rose & Co
New York
$5.17M +$652K +3,345 +14%
CAM
127
Cozad Asset Management
Illinois
$5.16M +$86.9K +446 +2%
NA
128
NewEdge Advisors
Louisiana
$5.14M +$2.27M +11,633 +79%
SA
129
Sanctuary Advisors
Indiana
$5.11M +$5.11M +28,460 New
QAM
130
Q3 Asset Management
Michigan
$5.05M -$12M -61,398 -70%
Marshall Wace
131
Marshall Wace
United Kingdom
$4.82M +$3.46M +17,753 +254%
SWA
132
Sax Wealth Advisors
New Jersey
$4.78M -$171K -878 -3%
RFM
133
Royal Fund Management
Florida
$4.55M -$1.23M -6,237 -21%
GIA
134
Gladstone Institutional Advisory
Florida
$4.54M +$1.14M +5,867 +34%
SKK
135
Shepherd Kaplan Krochuk
Massachusetts
$4.43M -$2.13M -10,953 -33%
3F
136
360 Financial
Minnesota
$4.39M -$35.5K -182 -0.8%
Envestnet Portfolio Solutions
137
Envestnet Portfolio Solutions
Illinois
$4.38M -$3.46M -17,775 -44%
IA
138
IFG Advisory
Georgia
$4.37M -$32.2K -165 -0.7%
UA
139
Unison Advisors
District of Columbia
$4.32M +$329K +1,688 +8%
CAG
140
Csenge Advisory Group
Florida
$4.3M -$38.6K -198 -0.9%
SEP
141
Southland Equity Partners
Missouri
$4.16M -$36.8K -189 -0.9%
OWG
142
Oxford Wealth Group
Florida
$4.08M +$1.16M +5,964 +40%
PFA
143
Professional Financial Advisors
Nebraska
$4.07M +$106K +544 +3%
DILIC
144
Dai-ichi Life Insurance Company
Japan
$4.05M -$2.32M -11,909 -36%
SPIA
145
Steward Partners Investment Advisory
New York
$4.03M +$410K +2,105 +11%
AIA
146
Arrow Investment Advisors
Maryland
$4M -$280K -1,438 -7%
FFS
147
Founders Financial Securities
Maryland
$3.99M -$1.95K -10 -0%
FBFS
148
First Business Financial Services
Wisconsin
$3.96M – – –
PFA
149
Plotkin Financial Advisors
Maryland
$3.95M -$11.9K -61 -0.3%
Jones Financial Companies
150
Jones Financial Companies
Missouri
$3.84M +$2.78M +14,290 +264%
4 5
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