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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 %
CWM
326
CCG Wealth Management
California
$1.91M – – –
LAS
327
Lloyd Advisory Services
Georgia
$1.9M -$123K -511 -6%
ACA
328
Aspire Capital Advisors
Washington
$1.88M +$708K +2,947 +60%
PWA
329
Physician Wealth Advisors
Utah
$1.88M -$27.6K -115 -1%
NAM
330
NTV Asset Management
West Virginia
$1.88M +$31.2K +130 +2%
QCM
331
Quantinno Capital Management
New York
$1.87M +$1.34M +5,579 +251%
RCA
332
Runnymede Capital Advisors
Ohio
$1.87M +$1.78M +7,387 +1,944%
DC
333
Davenport & Co
Virginia
$1.87M -$4.54M -18,906 -71%
MWM
334
Modern Wealth Management
Kansas
$1.85M -$8.17K -34 -0.4%
DSCM
335
Del-Sette Capital Management
New York
$1.84M +$1.84M +7,674 New
BCM
336
Berbice Capital Management
New York
$1.83M +$391K +1,627 +27%
SWM
337
Spire Wealth Management
Virginia
$1.81M +$126K +523 +7%
MAG
338
Members Advisory Group
New York
$1.8M +$1.43M +5,962 +388%
William Blair & Company
339
William Blair & Company
Illinois
$1.8M +$143K +594 +9%
BSTWA
340
Blake Schutter Theil Wealth Advisors
Ohio
$1.8M -$12K -50 -0.7%
GWP
341
Gateway Wealth Partners
Wisconsin
$1.79M +$366K +1,523 +26%
BWIA
342
Bryant Woods Investment Advisors
New York
$1.77M -$2.4K -10 -0.1%
OWCM
343
One Wealth Capital Management
Arizona
$1.76M -$19.9K -83 -1%
TSWM
344
Tyler-Stone Wealth Management
Ohio
$1.76M -$7.93K -33 -0.4%
PIM
345
Parker Investment Management
California
$1.76M +$1.76M +7,329 New
Lazard Asset Management
346
Lazard Asset Management
New York
$1.76M +$1.76M +7,312 New
SWGC
347
Summit Wealth Group (Colorado)
Colorado
$1.76M +$1.76M +7,309 New
BBNB
348
Baker Boyer National Bank
Washington
$1.76M – – –
MWM
349
Modera Wealth Management
New Jersey
$1.75M +$64.4K +268 +4%
MWM
350
Maridea Wealth Management
New York
$1.75M +$1.35M +5,603 +333%
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