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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 %
MWM
351
Moulton Wealth Management
Washington
$1.75M +$1.75M +7,306 New
Betterment LLC
352
Betterment LLC
New York
$1.74M +$431K +1,793 +33%
FA
353
Fermata Advisors
California
$1.73M -$217K -901 -11%
AWM
354
Avior Wealth Management
Nebraska
$1.72M -$11.8K -49 -0.7%
FHA
355
Flagship Harbor Advisors
Massachusetts
$1.7M -$9.61K -40 -0.6%
BFP
356
Beacon Financial Planning
Massachusetts
$1.7M -$76.2K -317 -4%
MOS
357
MGO One Seven
Ohio
$1.7M +$1.7M +7,077 New
GOCP
358
Great Oak Capital Partners
Massachusetts
$1.68M -$615K -2,603 -27%
WIM
359
WealthPlan Investment Management
Nebraska
$1.67M +$1.67M +6,946 New
FPAS
360
Focus Partners Advisor Solutions
Missouri
$1.66M +$132K +551 +9%
ISWM
361
Independent Solutions Wealth Management
New York
$1.65M +$52.9K +220 +3%
WWM
362
Whalen Wealth Management
Nevada
$1.63M +$1.35M +5,599 +480%
DCM
363
Donaldson Capital Management
Indiana
$1.62M -$1.17M -4,881 -42%
WQ
364
Wealth Quarterback
New Jersey
$1.62M +$4.33K +18 +0.3%
MSA
365
Marino Stram & Associates
Massachusetts
$1.61M +$57.7K +240 +4%
LWM
366
Lodestone Wealth Management
Washington
$1.58M -$24.5K -102 -2%
BBA
367
Braun-Bostich & Associates
Pennsylvania
$1.57M +$31.2K +130 +2%
OAS
368
Optivise Advisory Services
Tennessee
$1.57M – – –
AA
369
ACT Advisors
North Carolina
$1.56M -$26.2K -109 -2%
AWM
370
Alterna Wealth Management
Texas
$1.56M +$69.9K +291 +5%
TFS
371
Thoroughbred Financial Services
Tennessee
$1.53M -$36K -150 -2%
AWA
372
Arkadios Wealth Advisors
Georgia
$1.52M +$287K +1,194 +23%
SVWG
373
Shared Vision Wealth Group
United States
$1.51M +$48.5K +201 +3%
SF
374
Synovus Financial
Georgia
$1.51M -$57.7K -240 -4%
MWM
375
McNaughton Wealth Management
California
$1.5M – – –
13 14
15
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