iShares MSCI USA Momentum Factor ETF
MTUM
880 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 89 funds opening new positions, 354 increasing their positions, 297 reducing their positions, and 52 closing their positions.
192% more call options, than puts
Call options by funds: $311M | Put options by funds: $106M
71% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 52
19% more repeat investments, than reductions
Existing positions increased: 354 | Existing positions reduced: 297
1% more funds holding
Funds holding: 868 → 880 (+12)
2% less capital invested
Capital invested by funds: $13.4B → $13.1B (-$318M)
6.47% less ownership
Funds ownership: 101.3% → 94.83% (-6.5%)
9% less funds holding in top 10
Funds holding in top 10: 46 → 42 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$470M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$110M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$69.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$40.4M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$227M |
| 2 |
Goldman Sachs
New York
|
-$181M |
| 3 |
PAS
Park Avenue Securities
New York
|
-$105M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$100M |
| 5 |
SRA
Summit Rock Advisors
New York
|
-$65.4M |
MTUM Hedge Fund Activity: Q1 2025 in Review
880 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q1 2025, worth a combined $13.1B — down 2.4% from $13.4B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new MTUM positions and 52 closed out — a net gain of 37 holders — while 354 added to existing stakes and 297 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $470M. The largest seller was Envestnet Asset Management, cutting an estimated $227M.
- 880 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q1 2025, up from 868 in Q4 2024.
- Funds reported $13.1B of iShares MSCI USA Momentum Factor ETF stock for Q1 2025, down 2.4% quarter-over-quarter.
- 89 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q1 2025 and 52 closed out, a net change of +37 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q1 2025 was Fidelity Investments, an estimated $470M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $227M sold.
Based on aggregated 13F filings for Q1 2025.