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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

937 hedge funds and large institutions have $16.7B invested in iShares MSCI USA Momentum Factor ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 348 increasing their positions, 325 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
937
Holders Change
+68
Holders Change %
+7.83%
% of All Funds
12.56%
Holding in Top 10
51
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.43%
% of All Funds
0.68%
New
135
Increased
348
Reduced
325
Closed
49
Calls
$57.3M
Puts
$270M
Net Calls
-$212M
Net Calls Change
-$384M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$263M
2
CM
Churchill Management
California
+$220M
3
OWM
Orgel Wealth Management
Wisconsin
+$159M
4
PAS
Park Avenue Securities
New York
+$110M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$93.4M

Top Sellers

1
Citigroup
Citigroup
New York
-$107M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$103M
3
BlackRock
BlackRock
New York
-$27.3M
4
SOMRS
State of Michigan Retirement System
Michigan
-$21.4M
5
Franklin Resources
Franklin Resources
California
-$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPW
226
Fairvoy Private Wealth
Alabama
$4.23M +$130K +540 +3%
SWA
227
Stratos Wealth Advisors
Ohio
$4.19M +$1.6M +6,669 +62%
BWM
228
BCGM Wealth Management
Indiana
$4.15M +$63.7K +265 +2%
AWA
229
Archvest Wealth Advisors
California
$4.1M +$269K +1,120 +7%
AIA
230
Arrow Investment Advisors
Maryland
$4.06M -$271K -1,126 -6%
CFO
231
CVA Family Office
Colorado
$4.02M -$34.1K -142 -0.8%
PCA
232
Peddock Capital Advisors
Massachusetts
$4.02M +$134K +556 +3%
WP
233
WealthShield Partners
North Carolina
$3.98M +$40.4K +168 +1%
SL
234
Sentinus LLC
Illinois
$3.97M +$98.5K +410 +3%
SPC
235
Sigma Planning Corp
Michigan
$3.97M -$410K -1,706 -9%
RIA
236
Regal Investment Advisors
Michigan
$3.93M -$59.8K -249 -2%
GCM
237
Gallacher Capital Management
Colorado
$3.92M +$3.92M +16,329 New
ATC
238
Advantage Trust Company
Kansas
$3.88M +$3.09M +12,863 +390%
SCA
239
Snowden Capital Advisors
New York
$3.88M -$189K -786 -5%
CAP
240
Columbia Advisory Partners
Washington
$3.82M +$541K +2,251 +17%
BHWM
241
Bay Harbor Wealth Management
Maryland
$3.73M -$89.2K -371 -2%
FFN
242
Focus Financial Network
Minnesota
$3.65M +$1.57M +6,544 +76%
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$3.65M +$127K +530 +4%
GCA
244
Genesee Capital Advisors
New York
$3.61M -$7.45K -31 -0.2%
RA
245
RoundAngle Advisors
New Jersey
$3.52M +$233K +968 +7%
WA
246
Whipplewood Advisors
Colorado
$3.52M +$1.71M +7,124 +95%
PFS
247
Prospera Financial Services
Texas
$3.51M +$706K +2,936 +25%
WWA
248
WCG Wealth Advisors
Nevada
$3.42M +$17.5K +73 +0.5%
KNFPWM
249
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.34M -$16.8K -70 -0.5%
Franklin Resources
250
Franklin Resources
California
$3.3M -$19.6M -81,556 -86%
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