MTUM icon

iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

698 hedge funds and large institutions have $9.57B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 188 increasing their positions, 289 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
10.1%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.52%
New
76
Increased
188
Reduced
289
Closed
62
Calls
$54M
Puts
$158M
Net Calls
-$104M
Net Calls Change
+$44.6M

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.6B
2
Citigroup
Citigroup
New York
$51.3M
3
SA
Sanctuary Advisors
Indiana
$34M
4
EWM
Empirical Wealth Management
Washington
$195M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$137M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$75M
2
BlackRock
BlackRock
New York
$168M
3
Bank of America
Bank of America
North Carolina
$247M
4
AI
AdvisorShares Investments
Maryland
$0
5
SP
Symmetry Partners
Connecticut
$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.61B +$12.4M +60,979 +0.8%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.6B +$73.7M +365,399 +5%
RJA
3
Raymond James & Associates
Florida
$485M -$9.58M -47,237 -2%
AssetMark Inc
4
AssetMark Inc
California
$343M +$14.8M +72,891 +4%
Morgan Stanley
5
Morgan Stanley
New York
$290M -$154K -760 -0.1%
SOMRS
6
State of Michigan Retirement System
Michigan
$265M +$3.02M +14,900 +1%
Bank of America
7
Bank of America
North Carolina
$247M -$125M -614,445 -33%
BTI
8
Blue Trust Inc
Georgia
$223M -$15.5M -79,677 -7%
Cerity Partners
9
Cerity Partners
New York
$218M +$5.32M +26,235 +3%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$196M -$10.3M -50,923 -5%
EWM
11
Empirical Wealth Management
Washington
$195M +$26.5M +130,482 +16%
BlackRock
12
BlackRock
New York
$168M -$137M -677,571 -45%
SC
13
Savant Capital
Illinois
$148M -$78.4M -386,436 -35%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$137M +$14.9M +73,442 +12%
Corient Private Wealth
15
Corient Private Wealth
Florida
$135M +$1.36M +6,712 +1%
LPL Financial
16
LPL Financial
California
$126M +$2.43M +11,968 +2%
Ameriprise
17
Ameriprise
Minnesota
$124M -$12.3M -60,544 -9%
UBS Group
18
UBS Group
Switzerland
$122M -$22.7M -111,882 -16%
Wells Fargo
19
Wells Fargo
California
$117M -$6.02M -29,700 -5%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$103M -$6.88M -33,955 -6%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$99.7M -$4.1M -20,236 -4%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$75M -$148M -729,425 -66%
APSPRSPT
23
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$73.5M +$1.44M +7,115 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$66M -$12.4M -61,133 -16%
AC
25
Apella Capital
Connecticut
$65.7M +$1.29M +6,394 +2%
1
2 3 4 5