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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 %
WAL
501
W Advisors LLC
Tennessee
$728K -$961 -4 -0.1%
SF
502
Summit Financial
New Jersey
$728K +$324K +1,347 +80%
VFG
503
V2 Financial group
Illinois
$725K -$12K -50 -2%
ES
504
Eagle Strategies
New York
$724K -$4.57K -19 -0.6%
AG
505
Ascent Group
Virginia
$722K -$1.26M -5,227 -63%
BWP
506
Bernardo Wealth Planning
Pennsylvania
$707K -$8.89K -37 -1%
DWM
507
Dopkins Wealth Management
New York
$707K – – –
AIP
508
Almanack Investment Partners
Pennsylvania
$695K +$348K +1,450 +100%
WEG
509
World Equity Group
Illinois
$695K -$33.6K -140 -5%
Bessemer Group
510
Bessemer Group
New Jersey
$692K -$7.93K -33 -1%
PWM
511
Palumbo Wealth Management
New York
$682K +$1.2K +5 +0.2%
BWA
512
BCU Wealth Advisors
Illinois
$680K +$144K +600 +27%
TCA
513
Transcend Capital Advisors
New Jersey
$676K +$75.7K +315 +13%
IAN
514
Integrated Advisors Network
Texas
$675K +$68.7K +286 +11%
NS
515
NBC Securities
Alabama
$674K -$136K -566 -17%
IAG
516
Investment Advisory Group
Massachusetts
$670K +$240 +1 +0%
Empower Advisory Group
517
Empower Advisory Group
Colorado
$669K +$269K +1,119 +67%
JFGIW
518
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$667K +$171K +713 +35%
FAIM
519
Financial Advocates Investment Management
Washington
$665K -$2.86M -11,916 -81%
GWM
520
GDS Wealth Management
Texas
$665K +$59.4K +247 +10%
JAA
521
Joel Adams & Associates
North Carolina
$664K -$19.7K -82 -3%
MFWP
522
Mosaic Family Wealth Partners
Missouri
$660K -$41.8K -174 -6%
LFAS
523
Level Four Advisory Services
Texas
$660K +$7.45K +31 +1%
RIS
524
Richmond Investment Services
Wisconsin
$658K +$658K +2,738 New
PPWM
525
Perissos Private Wealth Management
Oklahoma
$655K +$240 +1 +0%
19 20
21
22 23