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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 %
SB
276
SIG Brokerage
New York
$2.69M – – –
VHAM
277
Van Hulzen Asset Management
California
$2.69M -$16.6K -69 -0.6%
FHC
278
First Heartland Consultants
Missouri
$2.68M -$3.64M -15,158 -58%
SEIA
279
Signature Estate & Investment Advisors
California
$2.66M -$121K -504 -4%
HH
280
Hilltop Holdings
Texas
$2.64M -$3.76M -15,647 -59%
CIAS
281
Capital Investment Advisory Services
North Carolina
$2.63M +$31K +129 +1%
WCG
282
Weaver Consulting Group
California
$2.62M -$180K -749 -6%
HGWM
283
Horst & Graben Wealth Management
Oregon
$2.62M +$617K +2,569 +31%
GRP
284
Global Retirement Partners
California
$2.61M +$2.61M +10,858 New
LLWM
285
Life Line Wealth Management
California
$2.57M +$31.2K +130 +1%
LPT
286
Legacy Private Trust
Wisconsin
$2.54M -$181K -754 -7%
PA
287
Parallel Advisors
California
$2.53M +$97.6K +406 +4%
CWMK
288
Caliber Wealth Management (Kansas)
Kansas
$2.52M -$178K -741 -7%
MCM
289
MAI Capital Management
Ohio
$2.51M +$17.1K +71 +0.7%
CA
290
Claro Advisors
Massachusetts
$2.51M +$80K +333 +3%
MPW
291
MA Private Wealth
California
$2.5M -$1.58M -6,586 -39%
OCM
292
One Capital Management
California
$2.47M -$1.28M -5,340 -34%
NEPWA
293
New England Private Wealth Advisors
Massachusetts
$2.47M +$104K +432 +4%
MFGP
294
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.45M -$36.3K -151 -1%
1L
295
10Elms LLP
Oklahoma
$2.43M -$181K -755 -7%
BWMG
296
Barnes Wealth Management Group
California
$2.39M +$22.1K +92 +0.9%
HF
297
HRT Financial
New York
$2.36M +$2.36M +9,814 New
TA
298
TFB Advisors
Kansas
$2.35M -$163K -677 -6%
SOS
299
Silver Oak Securities
Tennessee
$2.34M +$1.38M +5,745 +144%
SM
300
Sweeney & Michel
California
$2.33M -$47.3K -200 -2%
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