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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 %
HWM
626
Hemington Wealth Management
Virginia
$399K – – –
BJL
627
Brighton Jones LLC
Washington
$397K +$80.5K +335 +25%
AIS
628
Accredited Investor Services
Minnesota
$395K – – –
Northern Trust
629
Northern Trust
Illinois
$391K -$13.5K -56 -3%
NL
630
NWAM LLC
Washington
$390K -$45.9K -190 -11%
Kovitz Investment Group Partners
631
Kovitz Investment Group Partners
Illinois
$389K +$56.5K +235 +17%
TCOTS
632
Trust Company of the South
North Carolina
$385K -$314K -1,307 -45%
WTA
633
Washington Trust Advisors
Massachusetts
$385K – – –
FI
634
FWG Investments
Kentucky
$384K +$384K +1,597 New
LFG
635
Larson Financial Group
Missouri
$382K +$21.1K +88 +6%
SG
636
StoneX Group
New York
$382K +$13.5K +56 +4%
AF
637
Aviso Financial
Ontario, Canada
$382K -$120K -499 -24%
FDCDDQ
638
Federation des caisses Desjardins du Quebec
Quebec, Canada
$381K -$58.9K -245 -13%
PCM
639
Parsons Capital Management
Rhode Island
$380K +$67.3K +280 +21%
MCC
640
Money Concepts Capital
Florida
$375K -$290K -1,205 -44%
EL
641
EWA LLC
Pennsylvania
$372K -$250K -1,039 -40%
QP
642
Quartz Partners
New York
$370K -$6.73K -28 -2%
MMM
643
Mendel Money Management
Illinois
$369K -$32.2K -134 -8%
WA
644
WBH Advisory
Maryland
$369K – – –
TWM
645
TCFG Wealth Management
California
$368K +$24K +100 +7%
CIBC Private Wealth Group
646
CIBC Private Wealth Group
Georgia
$366K +$28.6K +119 +8%
PWMAG
647
Pinnacle Wealth Management Advisory Group
New Jersey
$364K +$1.44K +6 +0.4%
HSA
648
HBK Sorce Advisory
Pennsylvania
$364K -$6.73K -28 -2%
JEST
649
JTC Employer Solutions Trustee
Jersey
$361K – – –
ECA
650
Elevated Capital Advisors
Utah
$359K – – –
24 25
26
27 28