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iShares MSCI USA Momentum Factor ETF
MTUM
MTUM
1,048 hedge funds and large institutions have $18.3B invested in iShares MSCI USA Momentum Factor ETF in 2025 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 483 increasing their positions, 256 reducing their positions, and 78 closing their positions.
New
Increased
Maintained
Reduced
Closed
115% more first-time investments, than exits
New positions opened: 168 | Existing positions closed: 78
89% more repeat investments, than reductions
Existing positions increased: 483 | Existing positions reduced: 256
9% more capital invested
Capital invested by funds: $16.8B → $18.3B (+$1.58B)
7% more funds holding
Funds holding: 980 → 1,048 (+68)
4.37% more ownership
Funds ownership: 86.47% → 90.84% (+4.4%)
2% more funds holding in top 10
Funds holding in top 10: 49 → 50 (+1)
67% less call options, than puts
Call options by funds: $33.3M | Put options by funds: $100M
Holders
1,048
Holders Change
+68
Holders Change %
+6.94%
% of All Funds
12.75%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
0.61%
New
168
Increased
483
Reduced
256
Closed
78
Calls
$33.3M
Puts
$100M
Net Calls
-$66.8M
Net Calls Change
+$268M
Top Buyers
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$558M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$424M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$174M |
| 4 |
LPL Financial
San Diego,
California
|
+$164M |
| 5 |
BlackRock
New York
|
+$84.6M |
Top Sellers
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$231M |
| 2 |
Morgan Stanley
New York
|
-$102M |
| 3 |
Goldman Sachs
New York
|
-$92.7M |
| 4 |
SIA
Strategic Investment Advisors
Farmington Hills,
Michigan
|
-$27.6M |
| 5 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
-$26.4M |
