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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 %
FMC
601
First Merchants Corp
Indiana
$445K – – –
LRPA
602
L. Roy Papp & Associates
Arizona
$445K +$1.68K +7 +0.4%
JFG
603
Jefferies Financial Group
New York
$445K +$80.7K +336 +22%
BMWM
604
Brown Miller Wealth Management
Virginia
$443K – – –
EFMC
605
Empire Financial Management Company
New York
$442K -$60.1K -250 -12%
IWS
606
Integrity Wealth Solutions
Colorado
$438K +$240 +1 +0.1%
Wolverine Trading
607
Wolverine Trading
Illinois
$435K -$329K -1,384 -43%
ACI
608
Alpha Cubed Investments
California
$433K -$69.9K -291 -14%
C1AG
609
Client 1st Advisory Group
Florida
$432K -$41.6K -173 -9%
JCM
610
Jacobi Capital Management
Pennsylvania
$431K +$26.4K +110 +7%
GS
611
GWN Securities
Florida
$431K -$184K -752 -30%
MWM
612
MGB Wealth Management
Texas
$430K +$61K +254 +17%
IWP
613
IAG Wealth Partners
Wisconsin
$430K – – –
WCM
614
WealthBridge Capital Management
Ohio
$427K – – –
EA
615
Everpar Advisors
Oklahoma
$424K +$98.3K +409 +30%
Vontobel Holding
616
Vontobel Holding
Switzerland
$421K – – –
NCFG
617
New Century Financial Group
New Jersey
$420K +$420K +1,749 New
EWA
618
EverSource Wealth Advisors
Alabama
$412K -$119K -496 -22%
SGWM
619
Sterling Group Wealth Management
California
$412K – – –
AIA
620
Accelerate Investment Advisors
California
$411K -$5.77K -24 -1%
TFA
621
Teamwork Financial Advisors
Texas
$411K +$10.6K +44 +3%
OC
622
Opinicus Capital
Florida
$410K -$4.33K -18 -1%
MGIA
623
Moneta Group Investment Advisors
Missouri
$408K -$127K -529 -24%
AFO
624
Arrowroot Family Office
California
$405K +$405K +1,685 New
BFG
625
Baron Financial Group
New Jersey
$403K -$14.4K -60 -3%
23 24
25
26 27