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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 %
BA
201
Bellwether Advisors
Nebraska
$3.83M -$44.7K -216 -1%
KG
202
Kilter Group
New York
$3.82M +$3.82M +18,478 New
Legacy Financial Group (Iowa)
203
Legacy Financial Group (Iowa)
Iowa
$3.82M +$3.82M +18,478 New
GPA
204
Guerra Pan Advisors
New Jersey
$3.76M -$1.66K -8 -0%
MCA
205
Midwest Capital Advisors
Michigan
$3.75M +$3.75M +18,120 New
CFO
206
CVA Family Office
Colorado
$3.75M +$3.31K +16 +0.1%
SEP
207
Southland Equity Partners
Missouri
$3.73M -$39.7K -192 -1%
GIA
208
Gladstone Institutional Advisory
Florida
$3.67M -$2.07K -10 -0.1%
SPC
209
Sigma Planning Corp
Michigan
$3.61M +$371K +1,792 +11%
Betterment LLC
210
Betterment LLC
New York
$3.49M -$73.5K -355 -2%
BWM
211
BCGM Wealth Management
Indiana
$3.4M +$2.62M +12,674 +336%
SCA
212
Snowden Capital Advisors
New York
$3.38M +$2.53M +12,236 +298%
AWA
213
ARQ Wealth Advisors
Arizona
$3.37M -$192K -928 -5%
DILIC
214
Dai-ichi Life Insurance Company
Japan
$3.35M +$470K +2,270 +16%
BFG
215
Beacon Financial Group
Texas
$3.35M +$3.35M +16,175 New
P
216
&Partners
Tennessee
$3.35M +$2.65M +12,521 +381%
TL
217
Tradewinds LLC
North Carolina
$3.32M +$990K +4,391 +42%
SL
218
SWMG LLC
Texas
$3.31M +$280K +1,263 +9%
TFGT
219
TS Financial Group (TSFG)
Illinois
$3.22M +$3.22M +15,559 +111,136%
SWC
220
Spectrum Wealth Counsel
Indiana
$3.22M +$3.22M +15,547 New
PCA
221
Peddock Capital Advisors
Massachusetts
$3.19M +$179K +866 +6%
GCA
222
Genesee Capital Advisors
New York
$3.19M +$2.62M +12,668 +463%
MFS
223
Madrona Financial Services
Washington
$3.13M +$3.13M +15,144 New
BRWA
224
B. Riley Wealth Advisors
Florida
$3.09M +$1.6M +7,711 +107%
WA
225
Whipplewood Advisors
Colorado
$3.08M +$3.08M +14,862 New
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