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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 %
3F
176
360 Financial
Minnesota
$4.76M +$121K +583 +3%
EH
177
Equitable Holdings
New York
$4.66M +$3.8M +18,383 +446%
SWA
178
Sax Wealth Advisors
New Jersey
$4.59M -$313K -1,511 -6%
KFS
179
Kelly Financial Services
Massachusetts
$4.59M +$4.59M +22,159 New
SXL
180
Summit X LLC
Missouri
$4.58M +$4.28M +20,682 +1,417%
SWA
181
Stratos Wealth Advisors
Ohio
$4.55M +$2.91M +14,076 +178%
WA
182
Wealth Alliance
New York
$4.53M +$4.53M +21,873 New
SKK
183
Shepherd Kaplan Krochuk
Massachusetts
$4.53M +$722K +3,488 +19%
PFA
184
Professional Financial Advisors
Nebraska
$4.42M -$7.04K -34 -0.2%
PFG
185
PAX Financial Group
Texas
$4.38M +$4.38M +21,164 New
FBFS
186
First Business Financial Services
Wisconsin
$4.21M – – –
AHC
187
Anderson Hoagland & Co
Missouri
$4.2M +$63.9K +294 +2%
Comerica Bank
188
Comerica Bank
Texas
$4.14M +$564K +2,727 +16%
PFA
189
Plotkin Financial Advisors
Maryland
$4.08M -$57.3K -277 -1%
FHC
190
First Heartland Consultants
Missouri
$4M +$3.73M +18,007 +1,339%
FAIM
191
Financial Advocates Investment Management
Washington
$3.99M +$601K +2,904 +18%
OAP
192
One Advisory Partners
Kansas
$3.98M +$3.72M +17,965 +1,419%
AIA
193
Arrow Investment Advisors
Maryland
$3.96M – – –
RSF
194
Rik Saylor Financial
Ohio
$3.95M +$3.95M +19,093 New
DC
195
Davenport & Co
Virginia
$3.94M +$632K +3,052 +19%
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
$3.89M +$2.48M +11,974 +175%
RF
197
RHS Financial
California
$3.88M -$104K -505 -3%
RIA
198
Regal Investment Advisors
Michigan
$3.87M +$3.18M +15,385 +462%
VA
199
Vident Advisory
Georgia
$3.87M +$404K +1,950 +12%
MPW
200
MA Private Wealth
California
$3.85M -$42K -203 -1%
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