MTUM icon

iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

869 hedge funds and large institutions have $13.1B invested in iShares MSCI USA Momentum Factor ETF in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 350 increasing their positions, 294 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
+6
Holders Change %
+0.7%
% of All Funds
11.8%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.57%
New
85
Increased
350
Reduced
294
Closed
52
Calls
$279M
Puts
$106M
Net Calls
+$172M
Net Calls Change
+$910M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$445M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$104M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$65.8M
4
Ameriprise
Ameriprise
Minnesota
+$38.3M
5
Raymond James Financial
Raymond James Financial
Florida
+$30.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$215M
2
Goldman Sachs
Goldman Sachs
New York
-$172M
3
PAS
Park Avenue Securities
New York
-$105M
4
Bank of America
Bank of America
North Carolina
-$94.6M
5
SRA
Summit Rock Advisors
New York
-$65.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
376
Mount Yale Investment Advisors
Colorado
$1.14M -$31.9K -158 -3%
FWM
377
Focused Wealth Management
New York
$1.12M +$404 +2 +0%
NRW
378
Nova R Wealth
Kansas
$1.12M -$9.3K -46 -0.8%
PS
379
Planned Solutions
California
$1.1M +$18.4K +91 +2%
Betterment LLC
380
Betterment LLC
New York
$1.1M -$2.31M -11,444 -68%
MA
381
Mutual Advisors
Nebraska
$1.09M -$176K -849 -14%
FWM
382
Fortress Wealth Management
California
$1.09M -$21.4K -106 -2%
LF
383
Lantz Financial
Illinois
$1.09M +$164K +813 +18%
UB
384
UMB Bank
Missouri
$1.08M +$640K +3,167 +145%
PA
385
PFG Advisors
Arizona
$1.07M +$32.7K +162 +3%
PCMH
386
Polymer Capital Management (HK)
Hong Kong
$1.07M +$1.07M +5,300 New
HWM
387
HB Wealth Management
Georgia
$1.06M +$20.8K +103 +2%
PAS
388
PKS Advisory Services
New York
$1.05M -$16.8K -83 -2%
AWA
389
Arkadios Wealth Advisors
Georgia
$1.04M +$374K +1,851 +56%
QCM
390
QRG Capital Management
Illinois
$1.03M -$327K -1,618 -24%
MA
391
MONECO Advisors
Connecticut
$1.02M -$62.3K -308 -6%
CC
392
Copperleaf Capital
North Carolina
$1.02M +$1.02M +5,044 New
Belvedere Trading
393
Belvedere Trading
Illinois
$1.01M +$1.01M +4,997 New
CFAM
394
Center For Asset Management
Florida
$1.01M -$363K -1,798 -27%
MCA
395
Magnolia Capital Advisors
Mississippi
$1M -$54.8K -271 -5%
GSWM
396
Golden State Wealth Management
California
$1M +$53.6K +265 +6%
SFS
397
Security Financial Services
Indiana
$1M -$414K -2,046 -29%
AA
398
Armis Advisers
Georgia
$997K +$610K +2,948 +158%
ACA
399
Aspire Capital Advisors
Washington
$989K +$989K +4,891 New
FNBTCON
400
First National Bank & Trust Co of Newtown
Pennsylvania
$977K -$41.4K -205 -4%
14 15
16
17 18