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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 %
NRC
826
New Republic Capital
North Carolina
$84K -$51.9K -216 -38%
PFBT
827
Parkside Financial Bank & Trust
Missouri
$83.2K -$24K -100 -22%
WIM
828
Westside Investment Management
California
$83.2K -$6.01K -25 -7%
PAI
829
Pittenger & Anderson Inc
Nebraska
$81.2K – – –
RIA
830
Realta Investment Advisors
Delaware
$80K -$8.41K -35 -10%
STB
831
S&T Bank
Pennsylvania
$77.6K – – –
WCM
832
Winthrop Capital Management
Indiana
$70K +$27.7K +116 +66%
BL
833
BFSG LLC
California
$66.3K – – –
HFS
834
Hantz Financial Services
Michigan
$65K +$65K +272 New
CB
835
CNB Bank
Pennsylvania
$63.2K – – –
LFA
836
LGT Financial Advisors
Texas
$62.7K -$2.17K -9 -3%
FFO
837
Fortitude Family Office
Arizona
$61.3K +$32K +133 +109%
SIC
838
Salem Investment Counselors
North Carolina
$60.1K – – –
HNB
839
Hilltop National Bank
Wyoming
$55.3K +$55.3K +230 New
RFG
840
REAP Financial Group
Texas
$54.3K +$5.53K +23 +11%
BIG
841
Brooklyn Investment Group
New York
$54.1K +$54.1K +225 New
GI
842
GAMMA Investing
California
$51.9K +$16.1K +67 +45%
CI
843
CX Institutional
Indiana
$51K – – –
WSC
844
Wellington Shields & Co
New York
$48.1K +$24K +100 +100%
KPP
845
Kings Path Partners
Texas
$46.5K -$8.39K -35 -15%
WOSD
846
WFA of San Diego
California
$46.1K +$46.1K +192 New
PSFG
847
Park Square Financial Group
Georgia
$44.2K +$20.2K +84 +84%
FCT
848
Family Capital Trust
Massachusetts
$43K – – –
GC
849
GFG Capital
Florida
$42.1K +$42.1K +175 New
LC
850
Luminist Capital
Michigan
$40.3K – – –
32 33
34
35 36