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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 %
VC
726
Veracity Capital
Georgia
$263K -$31.5K -131 -11%
BFAG
727
Blackston Financial Advisory Group
Florida
$263K -$15.6K -65 -6%
CWM
728
Collaborative Wealth Management
Florida
$263K -$6.73K -28 -2%
NHT
729
New Hampshire Trust
New Hampshire
$263K – – –
MT
730
Midwest Trust
Kansas
$263K +$263K +1,095 New
4WM
731
4J Wealth Management
Virginia
$262K – – –
PWG
732
Portside Wealth Group
Utah
$261K +$261K +1,084 New
GM
733
GeoWealth Management
Illinois
$260K -$14.1M -58,691 -98%
FFP
734
FourThought Financial Partners
Florida
$260K +$6.01K +25 +2%
SP
735
Stonebrook Private
Michigan
$257K +$257K +1,070 New
GWM
736
Gibbs Wealth Management
Georgia
$257K +$257K +1,069 New
CFGW
737
Chancellor Financial Group WB
Pennsylvania
$257K – – –
FCH
738
Freestone Capital Holdings
Washington
$253K -$13.9K -58 -5%
BP
739
BBR Partners
New York
$251K – – –
LSIA
740
LaSalle St. Investment Advisors
Illinois
$251K -$16.5K -69 -6%
NCM
741
NCM Capital Management
New Jersey
$251K – – –
MIC
742
Meridian Investment Counsel
California
$250K – – –
LA
743
Lifeworks Advisors
Michigan
$250K +$2.16K +9 +0.9%
CB
744
Cadence Bank
Mississippi
$250K -$8.65K -36 -3%
SWM
745
Stonebridge Wealth Management
Illinois
$250K +$250K +1,039 New
MLA
746
My Legacy Advisors
Oregon
$249K -$24.2K -102 -9%
BHBT
747
Burke & Herbert Bank & Trust
Virginia
$249K – – –
FWP
748
Forefront Wealth Partners
Texas
$248K +$248K +1,160 New
SAM
749
Strategy Asset Managers
California
$248K +$240 +1 +0.1%
SWP
750
Summit Wealth Partners
Florida
$248K +$248K +1,033 New
28 29
30
31 32