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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 %
SAG
176
SageView Advisory Group
California
$2.91M +$2.91M +14,910 New
CAM
177
Cresset Asset Management
Illinois
$2.86M -$275K -1,413 -9%
PFS
178
Prospera Financial Services
Texas
$2.79M -$298K -1,531 -10%
BFA
179
Bright Financial Advisors
Michigan
$2.76M +$2.76M +14,159 New
AA
180
Axiom Advisory
California
$2.75M +$2.75M +14,752 New
VA
181
Valmark Advisers
Ohio
$2.7M -$32K -164 -1%
LPT
182
Legacy Private Trust
Wisconsin
$2.54M -$176K -904 -6%
DCM
183
Donaldson Capital Management
Indiana
$2.52M -$415K -2,132 -14%
DWA
184
Dorsey Wright & Associates
California
$2.5M -$18.3K -94 -0.7%
BIA
185
Biondo Investment Advisors
Pennsylvania
$2.49M +$38.4K +197 +2%
WCG
186
Weaver Consulting Group
California
$2.4M -$59.2K -304 -2%
BNP Paribas Financial Markets
187
BNP Paribas Financial Markets
France
$2.37M +$977K +5,015 +70%
MWM
188
Moulton Wealth Management
Washington
$2.35M +$2.35M +11,685 New
WWM
189
Western Wealth Management
Colorado
$2.3M -$238K -1,221 -9%
PCA
190
Peddock Capital Advisors
Massachusetts
$2.26M +$56.5K +290 +3%
Citadel Advisors
191
Citadel Advisors
Florida
$2.24M -$21.1M -108,484 -90%
FA
192
Fermata Advisors
California
$2.24M -$61.4K -315 -3%
DA
193
Detalus Advisors
Missouri
$2.23M +$185K +947 +9%
AAS
194
Avantax Advisory Services
Texas
$2.2M -$424K -2,174 -16%
MCM
195
MAI Capital Management
Ohio
$2.18M +$20.1K +103 +0.9%
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
$2.17M -$8.44M -43,312 -80%
JSW
197
Journey Strategic Wealth
New Jersey
$2.16M -$74.4K -382 -3%
SEIA
198
Signature Estate & Investment Advisors
California
$2.16M +$1.95M +9,986 +918%
BRWA
199
B. Riley Wealth Advisors
Florida
$2.15M +$548K +2,814 +34%
SM
200
Sweeney & Michel
California
$2.14M +$54.6K +273 +3%
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