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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 %
EL
451
EQ LLC
Washington
$912K -$5.65M -23,489 -86%
FIM
452
Freedom Investment Management
Connecticut
$911K +$140K +583 +18%
BFS
453
BridgePort Financial Solutions
Iowa
$911K -$104K -434 -10%
AFC
454
Adaptive Financial Consulting
Ohio
$905K +$721 +3 +0.1%
SC
455
Sierra Capital
Florida
$904K – – –
EWA
456
EP Wealth Advisors
California
$903K +$221K +919 +32%
AllianceBernstein
457
AllianceBernstein
Tennessee
$890K +$49.3K +205 +6%
FFS
458
Founders Financial Securities
Maryland
$886K +$886K +3,687 New
Fifth Third Bancorp
459
Fifth Third Bancorp
Ohio
$884K -$60.3K -251 -6%
GA
460
GSG Advisors
New Jersey
$884K +$1.92K +8 +0.2%
Thrivent Financial for Lutherans
461
Thrivent Financial for Lutherans
Minnesota
$884K -$8.53M -35,528 -91%
DAS
462
Diversify Advisory Services
Utah
$884K -$200K -809 -18%
FCFC
463
First Citizens Financial Corp
Iowa
$878K -$3.12K -13 -0.4%
FWP
464
Firethorn Wealth Partners
Georgia
$876K +$40.1K +167 +5%
WSCM
465
Wellington Shields Capital Management
New York
$872K +$721K +3,000 +476%
MAM
466
Milestone Asset Management
Pennsylvania
$870K +$870K +3,622 New
CA
467
CoreCap Advisors
Michigan
$869K -$8.89K -37 -1%
RCAG
468
Rehmann Capital Advisory Group
Michigan
$854K +$51.9K +216 +6%
LF
469
Lee Financial
Texas
$854K -$72.1K -300 -8%
VWM
470
Venturi Wealth Management
Texas
$851K -$7.69K -32 -0.9%
AC
471
Allstate Corporation
Illinois
$850K +$850K +3,538 New
LSA
472
Lion Street Advisors
Texas
$846K +$192K +798 +29%
CFD
473
Creative Financial Designs
Indiana
$844K -$81.5K -339 -9%
SWA
474
Strata Wealth Advisors
Texas
$843K -$15.6K -65 -2%
RW
475
Regimen Wealth
Georgia
$839K +$839K +3,492 New
17 18
19
20 21