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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 %
SFC
676
SYM Financial Corp
Indiana
$316K +$65.6K +273 +26%
VIM
677
Vista Investment Management
Pennsylvania
$316K – – –
SWP
678
Semus Wealth Partners
Florida
$314K -$2.16K -9 -0.7%
CWA
679
CogentBlue Wealth Advisors
Tennessee
$313K -$50.7K -211 -14%
KLI
680
Kelman-Lazarov Inc
Tennessee
$313K – – –
BFA
681
Bragg Financial Advisors
North Carolina
$312K +$312K +1,300 New
LCC
682
Lincoln Capital Corp
Rhode Island
$311K -$64.2K -267 -17%
CFA
683
Camarda Financial Advisors
Florida
$311K +$311K +1,295 New
PMG
684
ProVise Management Group
Florida
$310K – – –
MWM
685
Meridian Wealth Management
Kentucky
$309K -$14.9K -62 -5%
RW
686
Rede Wealth
Virginia
$309K -$4.09K -17 -1%
AA
687
Advisory Alpha
Michigan
$306K -$39.9K -166 -12%
OCM
688
Orion Capital Management
California
$306K – – –
AWE
689
Avidian Wealth Enterprises
Texas
$306K -$8.41K -35 -3%
VC
690
Vicus Capital
Pennsylvania
$306K -$202K -842 -40%
HWA
691
HMV Wealth Advisors
Louisiana
$305K – – –
HKIMG
692
Hutchens & Kramer Investment Management Group
Indiana
$303K -$16.8K -71 -5%
RFA
693
Reyes Financial Architecture
California
$302K – – –
NA
694
Novus Advisors
South Carolina
$301K – – –
SIS
695
Strategic Investment Solutions
Illinois
$299K +$280K +1,166 +1,534%
FSC
696
Full Sail Capital
Oklahoma
$295K +$295K +1,229 New
CNTOF
697
Canandaigua National Trust of Florida
New York
$292K +$292K +1,214 New
OFG
698
Opulen Financial Group
Virginia
$288K +$240 +1 +0.1%
CA
699
Continuum Advisory
Idaho
$287K +$77.4K +322 +37%
IWM
700
IMG Wealth Management
Florida
$287K -$14.2K -59 -5%
26 27
28
29 30