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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 %
KeyBank National Association
51
KeyBank National Association
Ohio
$48.3M -$821K -3,417 -2%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$42.6M +$8.88M +36,955 +26%
KCM
53
Kathmere Capital Management
Pennsylvania
$42.3M -$977K -4,066 -2%
AC
54
Apella Capital
Connecticut
$41.9M -$6.6M -27,672 -14%
JC
55
JB Capital
Connecticut
$38M -$639K -2,658 -2%
BCI
56
Brinker Capital Investments
Pennsylvania
$36.3M +$29.9M +124,622 +474%
KIM
57
Kestra Investment Management
Texas
$34M +$26.1M +112,661 +331%
MAM
58
Mullooly Asset Management
New Jersey
$32.7M +$33.6K +140 +0.1%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$32.7M +$6.61M +27,798 +25%
IWC
60
Integrated Wealth Concepts
Massachusetts
$32.7M +$885K +3,684 +3%
1WM
61
1900 Wealth Management
Texas
$32.5M -$421K -1,750 -1%
AAS
62
Ameritas Advisory Services
Nebraska
$32.1M -$13.6M -56,412 -30%
SCM
63
Stonehearth Capital Management
Massachusetts
$31.2M -$2.75M -11,454 -8%
UCFA
64
United Capital Financial Advisors
Texas
$31.1M -$1.45M -6,048 -4%
AIM
65
Acropolis Investment Management
Missouri
$31M +$525K +2,183 +2%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$30.6M +$25.9M +107,665 +544%
MFG
67
Merit Financial Group
Georgia
$30.3M +$6.69M +27,830 +28%
Truist Financial
68
Truist Financial
North Carolina
$28.5M +$2.72M +11,321 +11%
NYLIM
69
New York Life Investment Management
New York
$27.7M -$2.54M -10,585 -8%
SWMG
70
Sanchez Wealth Management Group
Florida
$27M +$1.15M +4,795 +4%
PAG
71
Private Advisor Group
New Jersey
$25.8M -$1.11M -4,622 -4%
SFA
72
Sequoia Financial Advisors
Ohio
$25.7M -$7.97M -33,149 -24%
OC
73
Oppenheimer & Co
New York
$24.7M -$120K -500 -0.5%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$24.4M +$611K +2,544 +3%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$24.3M -$91.1K -379 -0.4%
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