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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 %
FWM
576
Fingerlakes Wealth Management
New York
$497K -$721 -3 -0.1%
FFA
577
Fortune Financial Advisors
Kansas
$488K +$154K +641 +46%
WLIM
578
White Lighthouse Investment Management
Massachusetts
$486K – – –
TWCA
579
Two West Capital Advisors
Kansas
$485K +$195K +809 +67%
ETC
580
Exchange Traded Concepts
Oklahoma
$485K +$168K +699 +53%
FLA
581
Financial Life Advisors
Texas
$485K -$14.4K -60 -3%
KIM
582
Kane Investment Management
California
$484K -$54.8K -228 -10%
UAG
583
United Advisor Group
Ohio
$482K +$50K +208 +12%
Wealthfront Advisers
584
Wealthfront Advisers
California
$480K -$29.3K -122 -6%
SWM
585
SeaCrest Wealth Management
New York
$478K +$9.61K +40 +2%
FW
586
FullCircle Wealth
Texas
$477K +$81.7K +337 +21%
BOPW
587
Brandywine Oak Private Wealth
Pennsylvania
$474K – – –
OL
588
Owen LaRue
Kentucky
$471K +$6.73K +28 +1%
HFA
589
Hershey Financial Advisers
Pennsylvania
$470K +$470K +1,955 New
SPI
590
Santori & Peters Inc
Pennsylvania
$469K +$240 +1 +0.1%
ACG
591
Allen Capital Group
Nebraska
$466K -$26.4K -110 -5%
DAS
592
Dynamic Advisor Solutions
Arizona
$465K +$11.3K +47 +2%
LSL
593
Legacy Solutions LLC
Pennsylvania
$462K – – –
IA
594
Integrity Alliance
Iowa
$459K -$155K -647 -25%
TSMHT
595
Thurston Springer Miller Herd & Titak
Indiana
$456K +$292K +1,213 +178%
CFG
596
Cornerstone Financial Group
Nebraska
$455K – – –
DWM
597
Diversify Wealth Management
Utah
$452K – – –
SPWG
598
Syntegra Private Wealth Group
Missouri
$451K – – –
AWA
599
Arete Wealth Advisors
Illinois
$451K -$11.8K -49 -3%
LF
600
LifeSteps Financial
California
$451K – – –
22 23
24
25 26