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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 %
S
701
SignatureFD
Georgia
$287K +$117K +487 +69%
AWM
702
Aprio Wealth Management
Georgia
$286K +$2.65K +11 +0.9%
FWP
703
FAS Wealth Partners
Kansas
$284K +$481 +2 +0.2%
PWP
704
Principle Wealth Partners
Connecticut
$281K +$281K +1,170 New
GWS
705
Glassman Wealth Services
Virginia
$281K – – –
WJA
706
Willis Johnson & Associates
Texas
$280K -$2.64K -11 -0.9%
TFP
707
Traction Financial Partners
Wyoming
$280K – – –
LA
708
LexAurum Advisors
Kansas
$280K +$280K +1,165 New
MFIM
709
Mesirow Financial Investment Management
Illinois
$280K +$280K +1,163 New
CTWM
710
Cherry Tree Wealth Management
Minnesota
$279K +$12.3K +51 +5%
CRI
711
Colonial River Investments
Virginia
$278K +$278K +1,169 New
AFG
712
Allegheny Financial Group
Pennsylvania
$277K – – –
RHP
713
Royal Harbor Partners
Texas
$275K – – –
SO
714
Sierra Ocean
California
$275K -$18K -75 -6%
HIS
715
Harvest Investment Services
Illinois
$274K +$274K +1,140 New
WAS
716
WESPAC Advisors SoCal
California
$274K +$274K +1,139 New
AWMNH
717
Arcadia Wealth Management (New Hampshire)
New Hampshire
$272K -$20.9K -87 -7%
OPCM
718
Osborne Partners Capital Management
California
$272K – – –
SG
719
Strid Group
Pennsylvania
$269K -$27.2K -113 -9%
WSFS
720
Wilmington Savings Fund Society
Delaware
$269K -$961 -4 -0.4%
PWAM
721
Private Wealth Asset Management
Iowa
$269K – – –
JIP
722
Jaffetilchin Investment Partners
Florida
$267K -$23.6K -98 -8%
LWM
723
Lakeridge Wealth Management
Ohio
$267K -$54.3K -226 -17%
BMCM
724
Bryn Mawr Capital Management
Pennsylvania
$265K -$30.5K -127 -10%
PFGIA
725
Patriot Financial Group Insurance Agency
Massachusetts
$264K +$264K +1,100 New
27 28
29
30 31