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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 %
MCWS
376
McKinley Carter Wealth Services
West Virginia
$1.49M -$5.05K -21 -0.3%
PAG
377
Private Advisory Group
Washington
$1.49M +$399K +1,661 +37%
CD
378
Chapin Davis
Maryland
$1.48M +$41.1K +171 +3%
RA
379
RFG Advisory
Alabama
$1.48M -$266K -1,106 -15%
OPWM
380
Oakwell Private Wealth Management
Texas
$1.46M -$961 -4 -0.1%
SXL
381
Summit X LLC
Missouri
$1.46M -$3.88M -16,156 -73%
LF
382
Lantz Financial
Illinois
$1.46M +$165K +685 +13%
EIA
383
Eldridge Investment Advisors
New Hampshire
$1.46M – – –
MA
384
Mutual Advisors
Nebraska
$1.43M +$157K +649 +12%
HW
385
Hancock Whitney
Mississippi
$1.43M – – –
PA
386
PFG Advisors
Arizona
$1.4M +$129K +536 +10%
SFG
387
Sovereign Financial Group
Connecticut
$1.4M +$333K +1,386 +31%
CCFM
388
Clear Creek Financial Management
Washington
$1.38M -$45.9K -191 -3%
MFG
389
Magnus Financial Group
New York
$1.38M -$82.7K -344 -6%
CFAM
390
Center For Asset Management
Florida
$1.38M +$340K +1,634 +33%
CWM
391
Centurion Wealth Management
Virginia
$1.38M +$416K +1,733 +43%
AAP
392
Arax Advisory Partners
Colorado
$1.37M -$24K -100 -2%
IWS
393
Insight Wealth Strategies
California
$1.37M +$1.42K +6 +0.1%
WCM
394
Washburn Capital Management
Florida
$1.35M +$1.35M +5,630 New
FNBTCON
395
First National Bank & Trust Co of Newtown
Pennsylvania
$1.34M +$183K +760 +16%
CC
396
Copperleaf Capital
North Carolina
$1.33M +$119K +494 +10%
FWM
397
Focused Wealth Management
New York
$1.33M -$1.92K -8 -0.1%
MYIA
398
Mount Yale Investment Advisors
Colorado
$1.32M -$38.5K -160 -3%
FWM
399
Fortress Wealth Management
California
$1.29M -$721 -3 -0.1%
UB
400
UMB Bank
Missouri
$1.27M -$20.7K -86 -2%
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