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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 %
EC
551
Estate Counselors
Wisconsin
$577K – – –
GVAG
552
Great Valley Advisor Group
Delaware
$574K +$40.6K +169 +8%
VPF
553
Vantage Point Financial
Illinois
$569K +$12.3K +51 +2%
TIAA Trust, National Association
554
TIAA Trust, National Association
North Carolina
$568K -$4.33K -18 -0.8%
SAW
555
Signal Advisors Wealth
Michigan
$566K +$119K +497 +27%
Pathstone Holdings
556
Pathstone Holdings
New Jersey
$564K +$6.73K +28 +1%
GLA
557
Good Life Advisors
Pennsylvania
$563K +$81K +337 +17%
KWM
558
Kingsview Wealth Management
Oregon
$562K +$263K +1,095 +88%
KF
559
KKM Financial
Illinois
$558K – – –
OPWM
560
Oxinas Partners Wealth Management
Indiana
$556K -$5.77K -24 -1%
RCM
561
Raleigh Capital Management
North Carolina
$554K -$28.8K -120 -5%
BCM
562
Barometer Capital Management
Ontario, Canada
$553K +$553K +2,300 New
HAS
563
HBW Advisory Services
California
$539K +$6.49K +27 +1%
AB
564
Atlas Brown
Kentucky
$539K +$4.33K +18 +0.8%
Nomura Asset Management
565
Nomura Asset Management
Japan
$538K +$538K +2,240 New
FMWA
566
Forvis Mazars Wealth Advisors
Missouri
$535K +$4.81K +20 +0.9%
GAM
567
Gotham Asset Management
New York
$532K +$532K +2,215 New
CA
568
CGN Advisors
Kansas
$531K – – –
MCFP
569
Mallini Complete Financial Planning
Florida
$531K -$411K – –
CCC
570
Compass Capital Corp
Massachusetts
$524K – – –
NMG
571
New Millennium Group
Utah
$522K -$38.9K -162 -7%
National Bank of Canada
572
National Bank of Canada
Quebec, Canada
$520K +$165K +685 +46%
FBT
573
First Bank & Trust
South Dakota
$504K -$481 -2 -0.1%
CWM
574
Centric Wealth Management
Illinois
$501K +$1.23K +5 +0.2%
CFG
575
Cooper Financial Group
California
$497K +$32.2K +134 +7%
21 22
23
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