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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

862 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 216 funds opening new positions, 317 increasing their positions, 196 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
862
Holders Change
+164
Holders Change %
+23.5%
% of All Funds
11.48%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.61%
New
216
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
$2.61B
2
LPL Financial
LPL Financial
California
$404M
3
Goldman Sachs
Goldman Sachs
New York
$235M
4
Morgan Stanley
Morgan Stanley
New York
$455M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$233M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.43B
2
SC
Savant Capital
Illinois
$132M
3
IWC
Integrated Wealth Concepts
Massachusetts
$23.9M
4
GM
GeoWealth Management
Illinois
$9.98M
5
AC
Apella Capital
Connecticut
$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.61B +$963M +4,651,707 +58%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.43B -$208M -1,006,466 -13%
Raymond James Financial
3
Raymond James Financial
Florida
$575M +$575M +2,778,002 New
Morgan Stanley
4
Morgan Stanley
New York
$455M +$159M +766,663 +54%
LPL Financial
5
LPL Financial
California
$404M +$276M +1,334,851 +215%
AssetMark Inc
6
AssetMark Inc
California
$362M +$12M +57,922 +3%
Bank of America
7
Bank of America
North Carolina
$316M +$63.7M +308,078 +25%
BlackRock
8
BlackRock
New York
$274M +$102M +494,991 +60%
SOMRS
9
State of Michigan Retirement System
Michigan
$267M -$3.64M -17,600 -1%
BTI
10
Blue Trust Inc
Georgia
$254M +$17M +81,918 +7%
Goldman Sachs
11
Goldman Sachs
New York
$235M +$190M +918,518 +421%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$233M +$157M +758,024 +205%
Cerity Partners
13
Cerity Partners
New York
$222M -$561K -2,709 -0.3%
EWM
14
Empirical Wealth Management
Washington
$206M +$7.34M +35,468 +4%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$195M -$5.09M -24,580 -3%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$193M +$91.8M +443,477 +90%
Ameriprise
17
Ameriprise
Minnesota
$181M +$54.4M +263,308 +43%
Citigroup
18
Citigroup
New York
$155M +$103M +498,312 +197%
UBS Group
19
UBS Group
Switzerland
$144M +$19.4M +93,825 +16%
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$143M +$140M +676,419 +5,197%
Corient Private Wealth
21
Corient Private Wealth
Florida
$141M +$3.62M +17,512 +3%
Wells Fargo
22
Wells Fargo
California
$139M +$19.7M +95,113 +17%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$133M -$6.16M -29,749 -4%
SC
24
Savant Capital
Illinois
$132M -$18.9M -91,433 -13%
PAS
25
Park Avenue Securities
New York
$105M +$95.9M +463,387 +1,055%
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