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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 %
AF
801
Advisornet Financial
Minnesota
$166K +$32.2K +134 +24%
CIA
802
Cape Investment Advisory
Georgia
$156K +$11.5K +48 +8%
JFG
803
JDM Financial Group
Texas
$155K – – –
AC
804
AlphaCore Capital
California
$142K +$142K +592 New
OLVIG
805
Oliver Lagore Vanvalin Investment Group
Michigan
$142K +$142K +700 New
SWP
806
Strategic Wealth Partners
Ohio
$139K +$139K +577 New
BHWM
807
Beaird Harris Wealth Management
Texas
$138K – – –
BBPWM
808
Blue Bell Private Wealth Management
Pennsylvania
$137K +$132K +551 +2,900%
BWL
809
Bogart Wealth LLC
Virginia
$134K +$4.09K +17 +3%
HAP
810
Harbor Asset Planning
Massachusetts
$134K +$134K +557 New
AW
811
Avion Wealth
Texas
$129K +$129K +538 New
IWM
812
Inlight Wealth Management
Georgia
$126K – – –
CTC
813
Central Trust Company
Missouri
$124K -$13K -54 -9%
CA
814
Crewe Advisors
Utah
$121K +$101K +422 +508%
ACA
815
American Capital Advisory
Idaho
$118K -$63.9K -266 -35%
YDMI
816
Y.D. More Investments
Israel
$118K +$53.2K +223 +82%
LBC
817
Lowe Brockenbrough & Co
Virginia
$109K +$109K +455 New
CFP
818
Comprehensive Financial Planning
Pennsylvania
$103K +$241 +1 +0.2%
TCOV
819
Trust Company of Vermont
Vermont
$98.8K – – –
MAS
820
MPWM Advisory Solutions
Georgia
$98.5K +$24K +100 +32%
SRCM
821
Signature Resources Capital Management
California
$96.4K -$17.5K -73 -15%
FPF
822
First Pacific Financial
Washington
$95.9K – – –
TCM
823
TD Capital Management
Tennessee
$94K – – –
TFG
824
Team Financial Group
California
$89.8K +$89.8K +374 New
FFA
825
Founders Financial Alliance
North Carolina
$87.4K -$91K -379 -51%
31 32
33
34 35