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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

869 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 85 funds opening new positions, 350 increasing their positions, 294 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
+6
Holders Change %
+0.7%
% of All Funds
11.8%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.57%
New
85
Increased
350
Reduced
294
Closed
52
Calls
$279M
Puts
$106M
Net Calls
+$172M
Net Calls Change
+$910M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$445M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$104M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$65.8M
4
Ameriprise
Ameriprise
Minnesota
+$38.3M
5
Raymond James Financial
Raymond James Financial
Florida
+$30.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$215M
2
Goldman Sachs
Goldman Sachs
New York
-$172M
3
PAS
Park Avenue Securities
New York
-$105M
4
Bank of America
Bank of America
North Carolina
-$94.6M
5
SRA
Summit Rock Advisors
New York
-$65.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$101M +$5.13M +25,393 +5%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$88.2M +$2.32M +11,483 +3%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$86.1M +$10.2M +50,438 +13%
MML Investors Services
29
MML Investors Services
Massachusetts
$75.1M -$3.62M -17,914 -5%
FIA
30
Foundations Investment Advisors
Arizona
$74.2M +$28.7M +141,897 +63%
APSPRSPT
31
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$72.5M +$188K +931 +0.3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$71.8M +$4.3M +21,283 +6%
Osaic Holdings
33
Osaic Holdings
Arizona
$65.5M +$9.63M +47,609 +17%
FG
34
Foster Group
Iowa
$60.5M +$219K +1,081 +0.4%
OIA
35
OneDigital Investment Advisors
Kansas
$60M -$562K -2,778 -0.9%
HPA
36
High Probability Advisors
New York
$59.9M +$1.88M +9,317 +3%
Goldman Sachs
37
Goldman Sachs
New York
$58.3M -$172M -848,602 -75%
AI
38
AdvisorShares Investments
Maryland
$54.8M -$875K -4,300 -2%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$49.4M +$1.59M +7,878 +3%
SFS
40
Strategic Financial Services
New York
$44.8M +$80.9K +400 +0.2%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$43.5M +$2.37M +11,729 +6%
NA
42
NewEdge Advisors
Louisiana
$43.5M +$6.68M +33,056 +18%
ACM
43
Armbruster Capital Management
New York
$41.6M +$894K +4,424 +2%
SP
44
Symmetry Partners
Connecticut
$41.5M +$1.18M +5,840 +3%
KeyBank National Association
45
KeyBank National Association
Ohio
$41.3M -$1.43M -7,094 -3%
AC
46
Apella Capital
Connecticut
$40.6M -$12.8M -63,884 -24%
Stifel Financial
47
Stifel Financial
Missouri
$39M +$422K +2,088 +1%
AAS
48
Ameritas Advisory Services
Nebraska
$38.4M -$5.3M -26,201 -12%
KCM
49
Kathmere Capital Management
Pennsylvania
$36.4M -$322K -1,595 -0.9%
JC
50
JB Capital
Connecticut
$32.5M +$246K +1,218 +0.8%
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