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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 %
QCG
776
Quadrant Capital Group
Ohio
$212K – – –
PWM
777
Prosperity Wealth Management
California
$212K -$30.8K -128 -13%
IA
778
Insight Advisors
Pennsylvania
$211K +$211K +880 New
NAS
779
NWF Advisory Services
California
$211K +$211K +878 New
CNBTD
780
Citizens National Bank Trust Department
Mississippi
$209K – – –
Vanguard Group
781
Vanguard Group
Pennsylvania
$208K -$45.2K -188 -18%
IAIM
782
International Assets Investment Management
Florida
$206K +$206K +857 New
SWA
783
Strategies Wealth Advisors
Michigan
$206K +$206K +857 New
CWS
784
Confluence Wealth Services
Pennsylvania
$206K +$206K +856 New
VBFP
785
Valtinson Bruner Financial Planning
Minnesota
$205K +$205K +853 New
WTFG
786
Wood Tarver Financial Group
Idaho
$204K – – –
LS
787
Leelyn Smith
Illinois
$203K +$203K +843 New
FPB
788
First PREMIER Bank
South Dakota
$200K – – –
AWM
789
Atticus Wealth Management
Florida
$199K +$199K +830 New
BCWM
790
Bartlett & Co Wealth Management
Ohio
$198K +$2.88K +12 +1%
BBHC
791
Brown Brothers Harriman & Co
New York
$192K – – –
SOAMC
792
Spirit of America Management Corp
New York
$187K -$20.4K -85 -10%
Bank of Montreal
793
Bank of Montreal
Ontario, Canada
$183K -$122K -506 -40%
SL
794
Salomon & Ludwin
Virginia
$175K – – –
Barclays
795
Barclays
United Kingdom
$172K -$375K -1,562 -69%
ADL
796
Asset Dedication LLC
California
$171K +$171K +712 New
PB
797
Pinnacle Bancorp
Nebraska
$169K – – –
IF
798
Integrity Financial
Wyoming
$168K – – –
GEA
799
Glen Eagle Advisors
New Jersey
$167K +$65.1K +271 +64%
RFS
800
Richardson Financial Services
Massachusetts
$166K +$68.4K +289 +70%
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