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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

682 hedge funds and large institutions have $9.65B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 193 increasing their positions, 258 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+45
Holders Change %
+7.06%
% of All Funds
9.89%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.62%
New
115
Increased
193
Reduced
258
Closed
55
Calls
$32.3M
Puts
$643M
Net Calls
-$611M
Net Calls Change
-$614M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$210M
2
BlackRock
BlackRock
New York
+$144M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$111M
4
Bank of America
Bank of America
North Carolina
+$102M
5
AI
AdvisorShares Investments
Maryland
+$93.1M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$421M
2
Morgan Stanley
Morgan Stanley
New York
-$247M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$55.9M
4
SP
Symmetry Partners
Connecticut
-$38.2M
5
AssetMark Inc
AssetMark Inc
California
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
176
Advantage Trust Company
Kansas
$3.03M – – –
CAM
177
Cresset Asset Management
Illinois
$3.02M +$1.04M +5,536 +52%
PFS
178
Prospera Financial Services
Texas
$2.97M +$2.97M +15,835 New
CSS
179
Cubist Systematic Strategies
Connecticut
$2.94M +$2.94M +15,699 New
AGAM
180
Audent Global Asset Management
California
$2.88M +$57.5K +307 +2%
SPC
181
Sigma Planning Corp
Michigan
$2.82M +$2.05M +10,968 +267%
SOS
182
Silver Oak Securities
Tennessee
$2.82M +$183K +978 +7%
DCM
183
Donaldson Capital Management
Indiana
$2.82M -$827K -4,412 -23%
OWG
184
Oxford Wealth Group
Florida
$2.8M +$2.8M +14,960 New
NA
185
NewEdge Advisors
Louisiana
$2.76M +$1.5M +7,998 +119%
VA
186
Valmark Advisers
Ohio
$2.63M -$7.49K -40 -0.3%
LPT
187
Legacy Private Trust
Wisconsin
$2.61M -$491K -2,620 -16%
AAS
188
Avantax Advisory Services
Texas
$2.52M -$131K -698 -5%
WWM
189
Western Wealth Management
Colorado
$2.44M +$173K +924 +8%
DWA
190
Dorsey Wright & Associates
California
$2.42M -$302K -1,612 -11%
LNC
191
Lincoln National Corp
Pennsylvania
$2.39M +$320K +1,709 +15%
WCG
192
Weaver Consulting Group
California
$2.36M -$146K -779 -6%
BIA
193
Biondo Investment Advisors
Pennsylvania
$2.36M +$45.9K +245 +2%
SAM
194
Smartleaf Asset Management
Massachusetts
$2.26M +$879K +4,683 +63%
PA
195
Parallel Advisors
California
$2.26M -$25.7K -137 -1%
GWM
196
Geneos Wealth Management
Colorado
$2.22M +$120K +640 +6%
FA
197
Fermata Advisors
California
$2.21M -$74K -395 -3%
JSW
198
Journey Strategic Wealth
New Jersey
$2.15M +$8.99K +48 +0.4%
SFS
199
Security Financial Services
Indiana
$2.14M -$3.78M -20,186 -64%
CAG
200
Crestwood Advisors Group
Massachusetts
$2.13M +$135K +719 +7%
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