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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 %
HPM
401
Hoxton Planning & Management
West Virginia
$1.24M +$87.7K +365 +8%
PS
402
Planned Solutions
California
$1.23M -$81.2K -338 -6%
HWM
403
HB Wealth Management
Georgia
$1.22M -$46.9K -195 -4%
WS
404
Wedbush Securities
California
$1.21M +$66.1K +275 +6%
WAM
405
Worth Asset Management
Texas
$1.2M +$1.2M +4,995 New
PAS
406
PKS Advisory Services
New York
$1.19M -$59.8K -249 -5%
PCH
407
PGIM Custom Harvest
New Jersey
$1.19M +$31.7K +132 +3%
CWM
408
Congress Wealth Management
Massachusetts
$1.18M +$372K +1,546 +46%
RSWM
409
Robertson Stephens Wealth Management
California
$1.18M +$53.8K +224 +5%
NRW
410
Nova R Wealth
Kansas
$1.18M -$152K -633 -11%
FFA
411
Fragasso Financial Advisors
Pennsylvania
$1.16M +$43.5K +181 +4%
WA
412
WPG Advisers
Maryland
$1.15M -$8.41K -35 -0.7%
FEG
413
Financial Enhancement Group
Indiana
$1.14M +$1.14M +4,844 New
MCA
414
Magnolia Capital Advisors
Mississippi
$1.14M -$52.1K -217 -4%
MA
415
MONECO Advisors
Connecticut
$1.14M -$77.6K -323 -6%
ELI
416
Empire Life Investments
Ontario, Canada
$1.13M +$1.13M +4,700 New
SFS
417
Security Financial Services
Indiana
$1.13M -$60.1K -250 -5%
AA
418
Armis Advisers
Georgia
$1.13M -$24.2K -101 -2%
SCM
419
Sollinda Capital Management
Florida
$1.13M +$162K +673 +17%
AFG
420
Atomi Financial Group
New York
$1.13M +$1.13M +4,683 New
AIM
421
Advyzon Investment Management
Illinois
$1.12M +$1.03M +4,296 +1,174%
EFL
422
ERn Financial LLC
Wisconsin
$1.12M +$2.16K +9 +0.2%
YWM
423
Yukon Wealth Management
Kansas
$1.11M +$63.2K +263 +6%
CIA
424
Capital Investment Advisors
Georgia
$1.1M +$555K +2,311 +101%
Asset Management One
425
Asset Management One
Japan
$1.1M +$1.1M +4,581 New
15 16
17
18 19