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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 %
DWT
526
Dorsey & Whitney Trust
South Dakota
$655K +$218K +908 +50%
AWA
527
Amplius Wealth Advisors
Pennsylvania
$647K +$721 +3 +0.1%
CA
528
Clearstead Advisors
Ohio
$644K -$6.49K -27 -1%
CA
529
Calton & Associates
Florida
$640K +$640K +2,663 New
WC
530
Westwind Capital
New Mexico
$628K +$628K +2,614 New
MW
531
Maia Wealth
Colorado
$625K +$63.7K +265 +11%
CWP
532
Cyndeo Wealth Partners
Florida
$622K -$21.1K -88 -3%
BB
533
Busey Bank
Illinois
$620K +$27.2K +113 +5%
O3W
534
Omni 360 Wealth
New Jersey
$617K -$1.2K -5 -0.2%
LWM
535
LongView Wealth Management
Georgia
$614K +$6.49K +27 +1%
NP
536
NorthRock Partners
Minnesota
$614K +$156K +648 +34%
ACM
537
Absolute Capital Management
Pennsylvania
$612K +$144K +598 +31%
LIA
538
LS Investment Advisors
Michigan
$610K – – –
PP
539
Prudential plc
United Kingdom
$606K -$764K -3,180 -56%
MIM
540
MTM Investment Management
South Carolina
$606K – – –
BC
541
Bowman & Company
Wisconsin
$603K +$82.9K +345 +16%
TWP
542
Tyche Wealth Partners
Texas
$601K +$15.1K +63 +3%
BFA
543
Beacon Financial Advisory
Ohio
$599K +$217K +904 +57%
Susquehanna International Group
544
Susquehanna International Group
Pennsylvania
$598K +$59.6K +248 +11%
AGP
545
Aspire Growth Partners
Florida
$588K +$1.2K +5 +0.2%
KFGG
546
Keystone Financial Group (Georgia)
Georgia
$586K -$35.4K -148 -6%
OWP
547
ORG Wealth Partners
Texas
$585K +$87.1K +367 +17%
BCG
548
Breakwater Capital Group
New Jersey
$582K +$79.3K +330 +16%
SWAG
549
Spectrum Wealth Advisory Group
California
$579K -$6.97K -29 -1%
FFA
550
First Foundation Advisors
California
$578K – – –
20 21
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