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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 %
GPW
751
Gentry Private Wealth
Kansas
$248K – – –
IA
752
Intellus Advisors
Florida
$248K +$248K +1,030 New
CPRC
753
Consolidated Portfolio Review Corp
New York
$244K +$244K +1,017 New
TPWA
754
TRUE Private Wealth Advisors
Oregon
$243K -$113K -470 -32%
DWM
755
Darwin Wealth Management
Florida
$241K -$26K -108 -10%
AI
756
Accredited Investors
Minnesota
$237K +$237K +987 New
AWP
757
Axis Wealth Partners
Rhode Island
$237K -$14.9K -62 -6%
OMC
758
Old Mission Capital
Illinois
$236K +$236K +981 New
PCM
759
Poehling Capital Management
Wisconsin
$235K +$235K +979 New
APW
760
Axim Planning & Wealth
Ohio
$235K +$235K +978 New
Russell Investments Group
761
Russell Investments Group
United Kingdom
$234K +$30.8K +128 +15%
LCGC
762
Legacy Capital Group California
California
$233K +$233K +970 New
VR
763
Valued Retirements
Texas
$232K +$232K +964 New
IAS
764
Investment Advisory Services
Texas
$231K +$231K +960 New
USCWA
765
U.S. Capital Wealth Advisors
Texas
$230K +$230K +956 New
KFI
766
Key Financial Inc
Pennsylvania
$228K – – –
EP
767
Edgestream Partners
New Jersey
$226K -$157K -652 -41%
1SB
768
1ST Source Bank
Indiana
$225K -$34.8K -145 -13%
IDA
769
Intelligence Driven Advisers
California
$223K +$223K +927 New
WAM
770
WNY Asset Management
New York
$219K +$219K +912 New
Fisher Asset Management
771
Fisher Asset Management
Washington
$219K -$318K -1,323 -59%
GWSG
772
GPS Wealth Strategies Group
Colorado
$219K -$6.25K -26 -3%
CRC
773
Curi RMB Capital
Illinois
$216K +$216K +897 New
SC
774
Stephens Consulting
Michigan
$215K – – –
FA
775
Faithward Advisors
Pennsylvania
$214K +$214K +888 New
29 30
31
32 33