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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 %
PCA
201
Peddock Capital Advisors
Massachusetts
$2.12M +$303K +1,616 +17%
BWIA
202
Bryant Woods Investment Advisors
New York
$2.11M -$3.33M -17,781 -61%
MCM
203
MAI Capital Management
Ohio
$2.08M -$105K -558 -5%
IA
204
IFP Advisors
Florida
$2.05M +$1.94M +10,368 +1,889%
SWP
205
Stratos Wealth Partners
Ohio
$2.01M -$4.77M -25,482 -70%
AWM
206
Avior Wealth Management
Nebraska
$2.01M -$275K -1,470 -12%
VA
207
Vident Advisory
Georgia
$2M +$1.63M +8,674 +433%
E3F
208
Eight 31 Financial
Texas
$1.99M -$603K -3,217 -23%
JWCA
209
J.W. Cole Advisors
Florida
$1.98M -$937 -5 -0%
DA
210
Detalus Advisors
Missouri
$1.97M -$36K -192 -2%
GA
211
Goldstein Advisors
Wisconsin
$1.96M +$13.3K +71 +0.7%
FAIM
212
Financial Advocates Investment Management
Washington
$1.95M +$72.9K +425 +4%
GCA
213
Genesee Capital Advisors
New York
$1.93M +$1.93M +10,314 New
SM
214
Sweeney & Michel
California
$1.93M +$1.93M +10,415 New
TC
215
TownSquare Capital
Utah
$1.92M -$2.21M -11,795 -53%
SWM
216
Spire Wealth Management
Virginia
$1.9M -$88.1K -470 -4%
KPWS
217
Kestra Private Wealth Services
Texas
$1.9M -$365K -1,950 -16%
CIAS
218
CFS Investment Advisory Services
New Jersey
$1.89M -$556K -2,968 -23%
NEPWA
219
New England Private Wealth Advisors
Massachusetts
$1.8M -$3.38K -18 -0.2%
AF
220
Allworth Financial
California
$1.8M -$72.1K -385 -4%
TA
221
TFB Advisors
Kansas
$1.79M +$375K +2,142 +27%
CWM
222
CCG Wealth Management
California
$1.79M – – –
CBFP
223
Cedar Brook Financial Partners
Ohio
$1.78M -$46.1K -246 -3%
EE
224
EWG Elevate
California
$1.72M +$1.72M +9,160 New
CCP
225
Cassia Capital Partners
North Carolina
$1.69M -$224K -1,195 -12%
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