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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
$1.55B
2
BlackRock
BlackRock
New York
$296M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.37B
4
Bank of America
Bank of America
North Carolina
$287M
5
AI
AdvisorShares Investments
Maryland
$93.1M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$197M
2
Morgan Stanley
Morgan Stanley
New York
$266M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$157M
4
SP
Symmetry Partners
Connecticut
$62.3M
5
AssetMark Inc
AssetMark Inc
California
$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.55B +$210M +1,123,507 +16%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.37B +$111M +593,843 +9%
RJA
3
Raymond James & Associates
Florida
$470M -$8.32M -44,432 -2%
BlackRock
4
BlackRock
New York
$296M +$144M +770,064 +95%
AssetMark Inc
5
AssetMark Inc
California
$291M -$17.9M -95,360 -6%
Bank of America
6
Bank of America
North Carolina
$287M +$102M +544,070 +55%
Morgan Stanley
7
Morgan Stanley
New York
$266M -$247M -1,315,850 -48%
SOMRS
8
State of Michigan Retirement System
Michigan
$263M -$14.1M -75,200 -5%
BTI
9
Blue Trust Inc
Georgia
$232M +$38.8M +207,306 +20%
SC
10
Savant Capital
Illinois
$217M +$9.06M +48,347 +4%
Cerity Partners
11
Cerity Partners
New York
$198M -$16.7M -89,142 -8%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$197M -$421M -2,246,096 -68%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$157M -$55.9M -298,578 -26%
EWM
14
Empirical Wealth Management
Washington
$154M +$233K +1,246 +0.2%
UBS Group
15
UBS Group
Switzerland
$142M +$31.7M +169,425 +29%
Ameriprise
16
Ameriprise
Minnesota
$135M +$53.2M +283,724 +65%
Corient Private Wealth
17
Corient Private Wealth
Florida
$123M -$118K -631 -0.1%
LPL Financial
18
LPL Financial
California
$115M +$8.66M +46,241 +8%
Wells Fargo
19
Wells Fargo
California
$107M +$24.8M +132,158 +30%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$107M -$413K -2,207 -0.4%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$103M -$2.89M -15,447 -3%
AI
22
AdvisorShares Investments
Maryland
$93.1M +$93.1M +497,000 New
HI
23
Horizon Investments
North Carolina
$77.4M +$77.3M +412,499 +67,292%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$76.8M +$8.05M +42,952 +12%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$76.3M +$17.3M +92,292 +29%
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