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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

869 hedge funds and large institutions have $13.1B invested in iShares MSCI USA Momentum Factor ETF in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 350 increasing their positions, 294 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
+6
Holders Change %
+0.7%
% of All Funds
11.8%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.57%
New
85
Increased
350
Reduced
294
Closed
52
Calls
$279M
Puts
$106M
Net Calls
+$172M
Net Calls Change
+$910M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$445M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$104M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$65.8M
4
Ameriprise
Ameriprise
Minnesota
+$38.3M
5
Raymond James Financial
Raymond James Financial
Florida
+$30.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$215M
2
Goldman Sachs
Goldman Sachs
New York
-$172M
3
PAS
Park Avenue Securities
New York
-$105M
4
Bank of America
Bank of America
North Carolina
-$94.6M
5
SRA
Summit Rock Advisors
New York
-$65.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
51
Stonehearth Capital Management
Massachusetts
$28.5M -$7.19M -35,560 -20%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$28.3M +$1.81M +8,950 +7%
SFA
53
Sequoia Financial Advisors
Ohio
$28.3M -$5.33M -26,364 -16%
CCA
54
Cobblestone Capital Advisors
New York
$27.8M -$226K -1,119 -0.8%
1WM
55
1900 Wealth Management
Texas
$27.7M +$486K +2,404 +2%
MAM
56
Mullooly Asset Management
New Jersey
$27.5M +$27.5M +136,122 New
UCFA
57
United Capital Financial Advisors
Texas
$27.4M -$221K -1,094 -0.8%
IWC
58
Integrated Wealth Concepts
Massachusetts
$26.7M +$3.43M +16,961 +15%
AIM
59
Acropolis Investment Management
Missouri
$25.6M +$261K +1,292 +1%
NYLIM
60
New York Life Investment Management
New York
$25.5M +$1.84M +9,117 +8%
PAG
61
Private Advisor Group
New Jersey
$22.6M +$8.09M +40,025 +56%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$22.1M +$4.48M +22,308 +25%
SWMG
63
Sanchez Wealth Management Group
Florida
$21.8M +$1.68M +8,304 +8%
Truist Financial
64
Truist Financial
North Carolina
$21.7M +$1.69M +8,369 +8%
OC
65
Oppenheimer & Co
New York
$20.9M +$1.03M +5,120 +5%
I
66
INVST
Indiana
$20.8M -$6.14M -30,392 -23%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$20.5M -$462K -2,284 -2%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$20M +$165K +816 +0.8%
MFG
69
Merit Financial Group
Georgia
$19.8M +$13.2M +65,488 +201%
Lido Advisors
70
Lido Advisors
California
$19.8M +$11.7M +58,087 +145%
SFPM
71
Sensible Financial Planning & Management
Massachusetts
$19.4M -$396K -1,960 -2%
Franklin Resources
72
Franklin Resources
California
$19.3M -$801K -3,961 -4%
BIA
73
Bell Investment Advisors
California
$19.1M -$456K -2,256 -2%
AWM
74
AE Wealth Management
Kansas
$18.8M +$868K +4,294 +5%
AI
75
Atria Investments
North Carolina
$18.2M +$344K +1,703 +2%
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