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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 %
CCP
301
Cassia Capital Partners
North Carolina
$2.31M – – –
BEI
302
Benjamin Edwards Inc
Missouri
$2.3M +$133K +555 +6%
SFS
303
Sowell Financial Services
Arkansas
$2.29M +$133K +552 +6%
TVM
304
True Vision MN
Minnesota
$2.26M -$59.1K -246 -3%
NP
305
Nilsine Partners
Colorado
$2.23M +$395K +1,644 +22%
GA
306
Goldstein Advisors
Wisconsin
$2.23M -$31K -129 -1%
SF
307
SWP Financial
California
$2.2M -$63.9K -266 -3%
OP
308
ORG Partners
Indiana
$2.2M +$308K +1,297 +16%
CWS
309
Cypress Wealth Services
California
$2.18M +$27.4K +114 +1%
DILIC
310
Dai-ichi Life Insurance Company
Japan
$2.18M -$435K -1,812 -17%
Brown Advisory
311
Brown Advisory
Maryland
$2.17M +$203K +846 +10%
EPW
312
Endeavor Private Wealth
Kansas
$2.16M +$110K +459 +5%
SIS
313
Sound Income Strategies
Florida
$2.16M +$26K +108 +1%
CAG
314
Crestwood Advisors Group
Massachusetts
$2.12M -$46.4K -193 -2%
SWM
315
Stark Wealth Management
Pennsylvania
$2.09M +$2.09M +9,096 New
QPWM
316
Quadrant Private Wealth Management
Pennsylvania
$2.06M +$206K +859 +11%
TPWA
317
Twin Peaks Wealth Advisors
California
$2.06M +$239K +963 +13%
AR
318
Apeiron RIA
Texas
$2.05M +$108K +448 +6%
AFS
319
Anderson Financial Strategies
Ohio
$2.04M +$2.04M +8,466 New
SAM
320
Smartleaf Asset Management
Massachusetts
$2M -$1.25M -5,266 -38%
CWA
321
Centennial Wealth Advisory
Michigan
$2M +$2M +8,458 New
CIAS
322
CFS Investment Advisory Services
New Jersey
$1.97M -$32.2K -134 -2%
SWM
323
Scissortail Wealth Management
Oklahoma
$1.97M -$3.42M -14,223 -63%
EFG
324
Ehrlich Financial Group
California
$1.96M +$240 +1 +0%
BMM
325
Berkshire Money Management
Massachusetts
$1.94M +$1.64M +6,808 +539%
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