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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

863 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 217 funds opening new positions, 317 increasing their positions, 196 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
863
Holders Change
+165
Holders Change %
+23.64%
% of All Funds
11.49%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.61%
New
217
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
+$963M
2
LPL Financial
LPL Financial
California
+$276M
3
Goldman Sachs
Goldman Sachs
New York
+$190M
4
Morgan Stanley
Morgan Stanley
New York
+$159M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$157M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$208M
2
SC
Savant Capital
Illinois
-$18.9M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$14.1M
4
GM
GeoWealth Management
Illinois
-$12.3M
5
AC
Apella Capital
Connecticut
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
126
HighTower Advisors
Illinois
$8.24M -$348K -1,682 -4%
FA
127
Forefront Analytics
Pennsylvania
$8.06M +$1.08M +5,233 +16%
AAS
128
Avantax Advisory Services
Texas
$8.03M +$5.82M +28,121 +263%
KWA
129
Kingswood Wealth Advisors
California
$7.93M +$3.92M +18,922 +98%
CF
130
Claris Financial
Virginia
$7.89M +$7.89M +38,109 New
SPIA
131
Steward Partners Investment Advisory
New York
$7.84M +$3.6M +17,379 +85%
CF
132
Centaurus Financial
California
$7.82M -$183K -883 -2%
PCA
133
Prosperity Capital Advisors
Ohio
$7.77M +$7.77M +37,537 New
SFO
134
Stokes Family Office
Louisiana
$7.52M +$6.76M +32,693 +894%
FAG
135
Financial Architects (Georgia)
Georgia
$7.43M -$250K -1,210 -3%
TC
136
Tacita Capital
Ontario, Canada
$7.37M -$786K -3,798 -10%
CP
137
Capital Planning
Washington
$7.34M -$36.2K -175 -0.5%
HI
138
Harbour Investments
Wisconsin
$7.15M -$228K -1,102 -3%
Creative Planning
139
Creative Planning
Kansas
$6.88M +$175K +847 +3%
MFG
140
Merit Financial Group
Georgia
$6.76M +$5.53M +26,725 +450%
HFA
141
High Falls Advisors
New York
$6.71M +$6.71M +32,441 New
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$6.71M -$2.21M -10,657 -25%
PFA
143
Pettinga Financial Advisors
Indiana
$6.61M +$6.61M +31,950 New
BCM
144
Brookstone Capital Management
Illinois
$6.61M +$5.89M +28,457 +821%
SIA
145
Strategic Investment Advisors
Michigan
$6.58M +$309K +1,494 +5%
AIP
146
Alexis Investment Partners
Texas
$6.51M +$6.51M +31,347 New
BWM
147
Brickley Wealth Management
California
$6.51M – – –
SHJ
148
Sharkey, Howes & Javer
Colorado
$6.5M +$6.5M +31,426 New
GFA
149
Gallagher Fiduciary Advisors
Illinois
$6.48M -$80.1K -387 -1%
SRC
150
Shufro Rose & Co
New York
$6.29M +$798K +3,857 +15%
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6
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