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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 %
SRC
126
Shufro Rose & Co
New York
$5.17M – – –
SWA
127
Sax Wealth Advisors
New Jersey
$4.8M -$167K -825 -3%
UA
128
Unison Advisors
District of Columbia
$4.58M +$87K +429 +2%
3F
129
360 Financial
Minnesota
$4.54M -$21.9K -108 -0.5%
CAG
130
Csenge Advisory Group
Florida
$4.52M -$54.5K -263 -1%
IA
131
IFG Advisory
Georgia
$4.46M -$86K -424 -2%
HF
132
HRT Financial
New York
$4.43M +$4.43M +21,843 New
SC
133
Scotia Capital
Ontario, Canada
$4.37M +$1.29M +6,371 +42%
PFA
134
Professional Financial Advisors
Nebraska
$4.34M +$110K +541 +3%
SPIA
135
Steward Partners Investment Advisory
New York
$4.16M -$25.5K -126 -0.6%
FBFS
136
First Business Financial Services
Wisconsin
$4.12M – – –
PFA
137
Plotkin Financial Advisors
Maryland
$4.06M -$49.9K -246 -1%
AIA
138
Arrow Investment Advisors
Maryland
$3.96M -$198K -978 -5%
KWA
139
Kingswood Wealth Advisors
California
$3.91M +$47.7K +236 +1%
RF
140
RHS Financial
California
$3.9M +$457K +2,253 +13%
AHC
141
Anderson Hoagland & Co
Missouri
$3.88M -$27.3K -134 -0.7%
Prudential Financial
142
Prudential Financial
New Jersey
$3.85M +$312K +1,538 +9%
MPW
143
MA Private Wealth
California
$3.82M -$9.98M -49,226 -72%
BA
144
Bellwether Advisors
Nebraska
$3.8M – – –
NA
145
NewEdge Advisors
Louisiana
$3.75M -$1.59M -7,851 -30%
SKK
146
Shepherd Kaplan Krochuk
Massachusetts
$3.73M -$881K -4,344 -19%
SEP
147
Southland Equity Partners
Missouri
$3.7M -$629K -3,102 -15%
GPA
148
Guerra Pan Advisors
New Jersey
$3.69M -$12K -59 -0.3%
CFO
149
CVA Family Office
Colorado
$3.67M +$608 +3 +0%
GIA
150
Gladstone Institutional Advisory
Florida
$3.6M -$1.12M -5,536 -24%
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