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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
+$73.7M
2
Citigroup
Citigroup
New York
+$47.6M
3
SA
Sanctuary Advisors
Indiana
+$27.8M
4
EWM
Empirical Wealth Management
Washington
+$26.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
2
BlackRock
BlackRock
New York
-$137M
3
Bank of America
Bank of America
North Carolina
-$125M
4
AI
AdvisorShares Investments
Maryland
-$95.1M
5
SP
Symmetry Partners
Connecticut
-$85.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCG
176
Weaver Consulting Group
California
$2.37M -$122K -601 -5%
DA
177
Detalus Advisors
Missouri
$2.35M +$28.6K +141 +1%
WWM
178
Western Wealth Management
Colorado
$2.33M -$63.1K -311 -3%
FA
179
Fermata Advisors
California
$2.27M -$61.2K -302 -3%
MCM
180
MAI Capital Management
Ohio
$2.27M -$1.22K -6 -0.1%
SEIA
181
Signature Estate & Investment Advisors
California
$2.26M +$13.4K +66 +0.6%
GWM
182
Geneos Wealth Management
Colorado
$2.22M +$53.9K +266 +2%
AAS
183
Avantax Advisory Services
Texas
$2.17M -$117K -577 -5%
SM
184
Sweeney & Michel
California
$2.17M -$70.8K -338 -3%
IA
185
IFP Advisors
Florida
$2.16M +$43.8K +216 +2%
JSW
186
Journey Strategic Wealth
New Jersey
$2.15M -$102K -501 -5%
TL
187
Tradewinds LLC
North Carolina
$2.1M +$415K +2,047 +25%
AGAM
188
Audent Global Asset Management
California
$2.09M -$996K -4,911 -32%
PA
189
Parallel Advisors
California
$2.08M -$80.7K -398 -4%
CIAS
190
Capital Investment Advisory Services
North Carolina
$2.08M -$5.55M -27,367 -73%
AWA
191
Archvest Wealth Advisors
California
$2.08M +$404K +1,992 +24%
TA
192
TFB Advisors
Kansas
$2.07M +$2.84K +14 +0.1%
Squarepoint
193
Squarepoint
New York
$2.02M +$2.02M +9,950 New
GA
194
Goldstein Advisors
Wisconsin
$2M -$80.3K -396 -4%
AG
195
Ascent Group
Virginia
$1.99M +$1.29M +6,372 +185%
NEPWA
196
New England Private Wealth Advisors
Massachusetts
$1.98M +$608 +3 +0%
FAIM
197
Financial Advocates Investment Management
Washington
$1.95M -$1M -8,397 -34%
AF
198
Allworth Financial
California
$1.95M -$33.5K -165 -2%
CCP
199
Cassia Capital Partners
North Carolina
$1.95M – – –
TC
200
Trust Company
Kansas
$1.93M +$1.91M +9,428 +11,640%
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