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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 %
LMKC
651
L.M. Kohn & Company
Ohio
$359K +$62K +258 +21%
NDSI
652
Newman Dignan & Sheerar Inc
Rhode Island
$358K – – –
IWM
653
IHT Wealth Management
Illinois
$358K -$199K -828 -36%
WAP
654
Wealthcare Advisory Partners
Pennsylvania
$357K -$226K -940 -39%
BRG
655
Bay Rivers Group
Virginia
$353K +$353K +1,467 New
TWM
656
Tradition Wealth Management
Minnesota
$352K -$3.37K -14 -0.9%
T
657
Transce3nd
Texas
$352K -$38K -158 -10%
TC
658
TownSquare Capital
Utah
$352K -$3.14M -13,082 -90%
LCM
659
Lunt Capital Management
Utah
$350K – – –
FA
660
Fedenia Advisers
Wisconsin
$350K +$4.09K +17 +1%
MWM
661
Maripau Wealth Management
Indiana
$350K +$66.3K +276 +23%
First Trust Advisors
662
First Trust Advisors
Illinois
$350K +$350K +1,456 New
MMA
663
Miracle Mile Advisors
California
$350K +$72.3K +301 +26%
CFA
664
Cahill Financial Advisors
Minnesota
$346K +$5.29K +22 +2%
JJBC
665
James J. Burns & Company
New York
$344K -$11.3K -47 -3%
AFP
666
Ausdal Financial Partners
Iowa
$340K +$340K +1,413 New
WANY
667
Wealthspire Advisors (New York)
New York
$335K -$41.3K -172 -11%
ST
668
Smithfield Trust
Pennsylvania
$334K +$17.3K +72 +5%
JSL
669
JT Stratford LLC
Georgia
$334K -$11.8K -49 -3%
CCM
670
Coldstream Capital Management
Washington
$332K +$50.5K +210 +18%
OBWG
671
Onyx Bridge Wealth Group
New York
$331K -$4.57K -19 -1%
JCFM
672
JBR Co Financial Management
Oklahoma
$330K -$19.5K -81 -6%
DWP
673
Destiny Wealth Partners
Florida
$330K – – –
UWM
674
USAdvisors Wealth Management
Minnesota
$330K +$296K +1,229 +859%
SP
675
Successful Portfolios
Florida
$330K – – –
25 26
27
28 29