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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
10.04%
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
$214M
2
Bank of America
Bank of America
North Carolina
$358M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.46B
4
SP
Symmetry Partners
Connecticut
$105M
5
Goldman Sachs
Goldman Sachs
New York
$111M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.54B
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$99.8M
3
CCMG
Clark Capital Management Group
Pennsylvania
$1.44M
4
PP
Prudential plc
United Kingdom
$542K
5
Bank of New York Mellon
Bank of New York Mellon
New York
$54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.54B -$72.2M -370,676 -4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.46B +$41.4M +213,637 +3%
RJA
3
Raymond James & Associates
Florida
$476M -$12.9M -66,452 -3%
Bank of America
4
Bank of America
North Carolina
$358M +$58.7M +301,408 +20%
AssetMark Inc
5
AssetMark Inc
California
$316M +$13.5M +69,191 +4%
BlackRock
6
BlackRock
New York
$294M -$13.9M -71,360 -5%
Morgan Stanley
7
Morgan Stanley
New York
$279M +$2.49M +12,764 +0.9%
SOMRS
8
State of Michigan Retirement System
Michigan
$252M -$21M -107,650 -8%
BTI
9
Blue Trust Inc
Georgia
$229M -$3.12M -16,629 -1%
SC
10
Savant Capital
Illinois
$217M -$8.15M -41,844 -4%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$214M +$165M +845,798 +333%
Cerity Partners
12
Cerity Partners
New York
$204M -$1.33M -6,801 -0.6%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$199M -$6.62M -33,962 -3%
EWM
14
Empirical Wealth Management
Washington
$162M +$1.75M +8,961 +1%
UBS Group
15
UBS Group
Switzerland
$139M -$8.99M -46,139 -6%
Ameriprise
16
Ameriprise
Minnesota
$131M -$9.43M -48,369 -7%
Corient Private Wealth
17
Corient Private Wealth
Florida
$128M +$729K +3,740 +0.6%
LPL Financial
18
LPL Financial
California
$118M -$697K -3,575 -0.6%
Wells Fargo
19
Wells Fargo
California
$118M +$6.33M +32,468 +6%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$117M +$6.25M +32,090 +6%
Goldman Sachs
21
Goldman Sachs
New York
$111M +$40.1M +205,556 +56%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$106M -$1.37M -7,028 -1%
SP
23
Symmetry Partners
Connecticut
$105M +$40.7M +208,691 +63%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$99.8M -$63.1M -323,748 -39%
AI
25
AdvisorShares Investments
Maryland
$95.1M -$1.93M -9,882 -2%
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