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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 %
VA
251
Valmark Advisers
Ohio
$3.25M +$5.29K +22 +0.2%
AWA
252
ARQ Wealth Advisors
Arizona
$3.23M – – –
SA
253
Sovran Advisors
California
$3.18M -$209K -885 -6%
CAM
254
Cresset Asset Management
Illinois
$3.17M -$2.4K -10 -0.1%
AQR Capital Management
255
AQR Capital Management
Connecticut
$3.11M +$846K +3,521 +37%
5W
256
5T Wealth
California
$3.1M +$250K +1,040 +9%
SWP
257
ShoreHaven Wealth Partners
New Jersey
$3.08M +$74.5K +310 +2%
BFA
258
Bright Financial Advisors
Michigan
$3.06M -$4.09K -17 -0.1%
BIA
259
Biondo Investment Advisors
Pennsylvania
$2.97M +$23.3K +97 +0.8%
SWP
260
Stratos Wealth Partners
Ohio
$2.97M +$1.03M +4,273 +53%
BBWP
261
Beacon Bridge Wealth Partners
Pennsylvania
$2.96M -$167K -694 -5%
CAL
262
Capital Analysts LLC
Pennsylvania
$2.91M +$248K +1,032 +9%
SAG
263
SageView Advisory Group
California
$2.9M -$95.6K -397 -3%
WIA
264
World Investment Advisors
California
$2.83M -$292K -1,217 -9%
WWM
265
Western Wealth Management
Colorado
$2.82M -$64.4K -268 -2%
DWA
266
Dorsey Wright & Associates
California
$2.82M +$30.8K +128 +1%
DA
267
Detalus Advisors
Missouri
$2.82M -$3.85K -16 -0.1%
DOA
268
D'Orazio & Associates
Virginia
$2.81M +$2.81M +11,692 New
KWM
269
Keebeck Wealth Management
Illinois
$2.81M -$502K -2,090 -15%
MWM
270
MorganRosel Wealth Management
Colorado
$2.79M +$342K +1,424 +14%
PWM
271
Perigon Wealth Management
California
$2.77M +$2.22M +9,250 +407%
FDP
272
Financiere des Professionnels
Quebec, Canada
$2.76M +$481K +2,000 +21%
TC
273
Trust Company
Kansas
$2.76M +$1.79M +7,448 +185%
DAM
274
Deltec Asset Management
New York
$2.72M +$2.72M +11,300 New
FFWA
275
Forthright Family Wealth Advisory
Texas
$2.7M -$197K -821 -7%
9 10
11
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