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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 %
GWM
201
Geneos Wealth Management
Colorado
$2.09M -$225K -1,157 -10%
PA
202
Parallel Advisors
California
$2.08M -$266K -1,367 -11%
GCA
203
Genesee Capital Advisors
New York
$2.05M +$41.1K +211 +2%
IA
204
IFP Advisors
Florida
$2.03M -$93.9K -482 -4%
GA
205
Goldstein Advisors
Wisconsin
$2M -$39K -200 -2%
TA
206
TFB Advisors
Kansas
$1.99M – – –
JWCA
207
J.W. Cole Advisors
Florida
$1.93M -$129K -662 -6%
NEPWA
208
New England Private Wealth Advisors
Massachusetts
$1.9M +$26.5K +136 +1%
CIAS
209
CFS Investment Advisory Services
New Jersey
$1.89M -$78.3K -402 -4%
CCP
210
Cassia Capital Partners
North Carolina
$1.87M +$109K +559 +6%
AF
211
Allworth Financial
California
$1.87M +$30.4K +159 +2%
GSC
212
G&S Capital
Colorado
$1.83M +$1.83M +9,154 New
AWM
213
Avior Wealth Management
Nebraska
$1.83M -$257K -1,319 -12%
KPWS
214
Kestra Private Wealth Services
Texas
$1.82M -$157K -804 -8%
GCP
215
GSA Capital Partners
United Kingdom
$1.8M +$1.8M +9,242 New
Nomura Asset Management
216
Nomura Asset Management
Japan
$1.8M +$251K +1,290 +16%
CAG
217
Crestwood Advisors Group
Massachusetts
$1.79M -$432K -2,216 -19%
SWP
218
Stratos Wealth Partners
Ohio
$1.77M -$323K -1,655 -15%
ELI
219
Empire Life Investments
Ontario, Canada
$1.75M +$1.75M +9,000 New
SW
220
Simplicity Wealth
New Jersey
$1.66M +$93.1K +478 +6%
SWM
221
Spire Wealth Management
Virginia
$1.64M -$341K -1,752 -17%
Brown Advisory
222
Brown Advisory
Maryland
$1.62M – – –
TL
223
Tradewinds LLC
North Carolina
$1.61M +$1.61M +8,286 New
AWA
224
Archvest Wealth Advisors
California
$1.61M +$844K +4,326 +110%
MFGP
225
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.61M -$40.9K -210 -2%
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