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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 %
QC
476
Quent Capital
New York
$833K -$678K -2,822 -45%
APC
477
Aspire Private Capital
North Carolina
$825K +$13.7K +57 +2%
ATC
478
Argent Trust Co
Tennessee
$825K +$474K +1,974 +135%
RA
479
RiverTree Advisors
Florida
$824K +$824K +3,430 New
MWM
480
MBE Wealth Management
Wisconsin
$812K -$6.73K -28 -0.8%
SHF
481
Stage Harbor Financial
Massachusetts
$811K -$60.1K -250 -7%
VCA
482
Verdence Capital Advisors
Maryland
$803K -$317K -1,319 -28%
MG
483
Mather Group
Illinois
$802K -$5.77K -24 -0.7%
GCM
484
Generation Capital Management
New York
$800K +$800K +3,330 New
N
485
Natixis
France
$793K -$97.1K -405 -11%
FA
486
Flagstar Advisors
New York
$792K -$55.8K -232 -7%
RWS
487
Retirement Wealth Solutions
Wisconsin
$792K +$32.9K +137 +4%
GIM
488
Glenmede Investment Management
Pennsylvania
$785K +$785K +3,266 New
CFS
489
CRA Financial Services
New Jersey
$777K – – –
GSEP
490
Golden State Equity Partners
California
$774K +$118K +489 +18%
PA
491
Pinnacle Associates
New York
$774K +$7.45K +31 +1%
TWM
492
Trueblood Wealth Management
Ohio
$771K +$57.7K +240 +8%
SPA
493
Shore Point Advisors
New Jersey
$769K +$194K +808 +34%
HIM
494
Hanlon Investment Management
New Jersey
$766K -$158K -659 -17%
BWA
495
Burt Wealth Advisors
Maryland
$764K -$481 -2 -0.1%
ICP
496
Interchange Capital Partners
Pennsylvania
$753K -$58.9K -246 -7%
CRI
497
Commonwealth Retirement Investments
Virginia
$749K +$22.6K +94 +3%
WC
498
Waterloo Capital
Texas
$741K -$225K -937 -23%
DWM
499
Dakota Wealth Management
Florida
$734K -$23.6K -98 -3%
GF
500
Gries Financial
Ohio
$731K -$5.53K -23 -0.8%
18 19
20
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