MTUM icon

iShares MSCI USA Momentum Factor ETF

959 hedge funds and large institutions have $16.6B invested in iShares MSCI USA Momentum Factor ETF in 2025 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 392 increasing their positions, 313 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

9.46% less ownership

Funds ownership: 95.26%85.8% (-9.5%)

10% less funds holding in top 10

Funds holding in top 10: 5247 (-5)

73% less call options, than puts

Call options by funds: $122M | Put options by funds: $456M

Holders
959
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$122M
Puts
$456M
Net Calls
Net Calls Change

Top Buyers

1 +$230M
2 +$213M
3 +$190M
4
LPL Financial
LPL Financial
California
+$86.5M
5
Goldman Sachs
Goldman Sachs
New York
+$86.3M

Top Sellers

1 -$1.65B
2 -$100M
3 -$73.5M
4
Two Sigma Investments
Two Sigma Investments
New York
-$54.8M
5
Citigroup
Citigroup
New York
-$40.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FF
701
Financial Futures
New Jersey
$302K
CCM
702
Coldstream Capital Management
Washington
$301K
TFP
703
Traction Financial Partners
Wyoming
$299K
AWM
704
Aprio Wealth Management
Georgia
$298K
AFG
705
Allegheny Financial Group
Pennsylvania
$296K
WFA
706
WMG Financial Advisors
Tennessee
$295K
CTWM
707
Cherry Tree Wealth Management
Minnesota
$294K
RHP
708
Royal Harbor Partners
Texas
$294K
SO
709
Sierra Ocean
California
$293K
WJA
710
Willis Johnson & Associates
Texas
$290K
MWM
711
Maripau Wealth Management
Indiana
$287K
SG
712
Strid Group
Pennsylvania
$287K
HKIMG
713
Hutchens & Kramer Investment Management Group
Indiana
$286K
JIP
714
Jaffetilchin Investment Partners
Florida
$285K
NHT
715
New Hampshire Trust
New Hampshire
$284K
LA
716
Lifeworks Advisors
Michigan
$282K
C1AG
717
Client 1st Advisory Group
Florida
$282K
VC
718
Veracity Capital
Georgia
$281K
BFAG
719
Blackston Financial Advisory Group
Florida
$281K
CWM
720
Collaborative Wealth Management
Florida
$281K
BMCM
721
Bryn Mawr Capital Management
Pennsylvania
$280K
4WM
722
4J Wealth Management
Virginia
$276K
CFGW
723
Chancellor Financial Group WB
Pennsylvania
$274K
RFP
724
Root Financial Partners
California
$272K
FFP
725
FourThought Financial Partners
Florida
$271K