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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 %
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$114M -$7.48M -31,143 -6%
PAS
27
Park Avenue Securities
New York
$110M +$110M +457,403 New
Citigroup
28
Citigroup
New York
$110M -$107M -444,947 -49%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$106M +$3.39M +14,094 +3%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$104M -$651K -2,709 -0.6%
AI
31
AdvisorShares Investments
Maryland
$104M +$39M +162,186 +60%
MML Investors Services
32
MML Investors Services
Massachusetts
$103M +$13.8M +57,560 +15%
Goldman Sachs
33
Goldman Sachs
New York
$96.8M +$27.5M +114,454 +40%
Osaic Holdings
34
Osaic Holdings
Arizona
$87.9M +$17.6M +81,401 +25%
APSPRSPT
35
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$86.3M +$175K +728 +0.2%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$85.4M +$23.8K +99 +0%
FIA
37
Foundations Investment Advisors
Arizona
$80.2M -$7.98M -33,201 -9%
HPA
38
High Probability Advisors
New York
$75.5M +$4.21M +17,537 +6%
FG
39
Foster Group
Iowa
$71.9M -$13K -54 -0%
CCMG
40
Clark Capital Management Group
Pennsylvania
$69.1M +$69.1M +287,510 New
OIA
41
OneDigital Investment Advisors
Kansas
$64.5M -$6.76M -28,109 -9%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$59.5M +$669K +2,785 +1%
Two Sigma Investments
43
Two Sigma Investments
New York
$54.8M +$54.8M +227,959 New
Stifel Financial
44
Stifel Financial
Missouri
$53.1M +$6.79M +28,273 +15%
SP
45
Symmetry Partners
Connecticut
$53.1M +$3.79M +15,774 +8%
SFS
46
Strategic Financial Services
New York
$52.7M -$540K -2,248 -1%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$52.7M +$982K +4,086 +2%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$51.8M -$103M -427,125 -66%
NA
49
NewEdge Advisors
Louisiana
$51.1M -$616K -2,565 -1%
ACM
50
Armbruster Capital Management
New York
$50M +$588K +2,448 +1%
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