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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 %
RI
151
Rinkey Investments
California
$3.83M -$154K -791 -4%
AHC
152
Anderson Hoagland & Co
Missouri
$3.83M -$777K -3,885 -17%
DC
153
Davenport & Co
Virginia
$3.83M +$157K +804 +4%
Qube Research & Technologies (QRT)
154
Qube Research & Technologies (QRT)
United Kingdom
$3.81M +$3.25M +16,702 +581%
Comerica Bank
155
Comerica Bank
Texas
$3.75M -$3.7K -19 -0.1%
KWA
156
Kingswood Wealth Advisors
California
$3.73M +$5.26K +27 +0.1%
BA
157
Bellwether Advisors
Nebraska
$3.65M +$29.6K +152 +0.8%
Betterment LLC
158
Betterment LLC
New York
$3.63M +$94.9K +487 +3%
Citigroup
159
Citigroup
New York
$3.61M +$2.28M +11,706 +172%
GPA
160
Guerra Pan Advisors
New Jersey
$3.55M +$195 +1 +0%
CFO
161
CVA Family Office
Colorado
$3.53M -$68.4K -351 -2%
IB
162
Intrust Bank
Kansas
$3.5M -$2.14K -11 -0.1%
Prudential Financial
163
Prudential Financial
New Jersey
$3.4M -$623K -3,199 -15%
AWA
164
ARQ Wealth Advisors
Arizona
$3.38M -$482K -2,474 -12%
GOCP
165
Great Oak Capital Partners
Massachusetts
$3.33M -$4.6M -24,924 -58%
EIA
166
Eldridge Investment Advisors
New Hampshire
$3.32M +$2.12M +10,900 +177%
RF
167
RHS Financial
California
$3.31M -$801K -4,112 -19%
KNFPWM
168
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.29M -$366K -1,878 -10%
ATC
169
Advantage Trust Company
Kansas
$3.15M – – –
SPC
170
Sigma Planning Corp
Michigan
$3.05M +$109K +561 +4%
VA
171
Vident Advisory
Georgia
$3.03M +$952K +4,888 +46%
HH
172
Hilltop Holdings
Texas
$3.01M -$2.11M -10,828 -41%
AGAM
173
Audent Global Asset Management
California
$2.97M -$27.5K -141 -0.9%
SC
174
Scotia Capital
Ontario, Canada
$2.95M -$3.88M -19,935 -57%
FF
175
Fluent Financial
Texas
$2.94M +$2.94M +15,077 New
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