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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 %
AP
426
Aspect Partners
Virginia
$1.06M +$240 +1 +0%
BWM
427
Benchmark Wealth Management
Connecticut
$1.05M +$184K +766 +21%
EA
428
Ergawealth Advisors
Illinois
$1.05M +$274K +1,140 +35%
CW
429
CreativeOne Wealth
Kansas
$1.03M -$501K -2,085 -33%
SFSG
430
Sound Financial Strategies Group
Mississippi
$1.03M -$73.5K -306 -7%
BAM
431
Belpointe Asset Management
Nevada
$1.02M +$209K +870 +26%
VCP
432
Verus Capital Partners
Arizona
$1.01M -$346K -1,439 -25%
Belvedere Trading
433
Belvedere Trading
Illinois
$1.01M -$189K -787 -16%
VAS
434
Vestmark Advisory Solutions
Massachusetts
$1.01M -$921K -3,831 -48%
TWA
435
Talisman Wealth Advisors
New Jersey
$1.01M +$146K +607 +17%
GSWM
436
Golden State Wealth Management
California
$1M -$188K -783 -16%
AWM
437
Axxcess Wealth Management
California
$988K +$303K +1,262 +44%
LIA
438
LifePlan Investment Advisors
North Carolina
$977K +$38.7K +161 +4%
LSA
439
Lansing Street Advisors
Pennsylvania
$965K +$1.92K +8 +0.2%
IFWM
440
Institute for Wealth Management
Colorado
$964K +$100K +418 +12%
PTC
441
Private Trust Company
Ohio
$961K +$48.8K +203 +5%
QCM
442
QRG Capital Management
Illinois
$944K -$276K -1,149 -23%
AAG
443
Armstrong Advisory Group
Massachusetts
$942K +$207K +860 +28%
SWM
444
Silverlake Wealth Management
Vermont
$941K +$10.3K +43 +1%
Financial Engines Advisors
445
Financial Engines Advisors
California
$940K -$118K -489 -11%
KSWA
446
Kathleen S. Wright Associates
Pennsylvania
$928K -$61.8K -257 -6%
BOSSRA
447
B.O.S.S. Retirement Advisors
Utah
$926K +$347K +1,442 +60%
VFA
448
Valeo Financial Advisors
Indiana
$922K -$23.8K -99 -3%
RFP
449
RCS Financial Planning
Maryland
$919K +$90.6K +377 +11%
FWA
450
FSM Wealth Advisors
Ohio
$919K +$239 +1 +0%
16 17
18
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