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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

869 hedge funds and large institutions have $13.1B invested in iShares MSCI USA Momentum Factor ETF in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 350 increasing their positions, 294 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
+6
Holders Change %
+0.7%
% of All Funds
11.8%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.57%
New
85
Increased
350
Reduced
294
Closed
52
Calls
$279M
Puts
$106M
Net Calls
+$172M
Net Calls Change
+$910M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$445M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$104M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$65.8M
4
Ameriprise
Ameriprise
Minnesota
+$38.3M
5
Raymond James Financial
Raymond James Financial
Florida
+$30.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$215M
2
Goldman Sachs
Goldman Sachs
New York
-$172M
3
PAS
Park Avenue Securities
New York
-$105M
4
Bank of America
Bank of America
North Carolina
-$94.6M
5
SRA
Summit Rock Advisors
New York
-$65.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
851
Rossby Financial
Florida
$4.34K +$4.34K +21 New
JHCP
852
Jackson Hole Capital Partners
Oklahoma
$4.25K – – –
PA
853
Pineridge Advisors
Missouri
$4.25K +$4.25K +21 New
BBPWM
854
Blue Bell Private Wealth Management
Pennsylvania
$3.84K – – –
DJSG
855
D.J. St. Germain
Massachusetts
$3.64K +$3.64K +18 New
DFA
856
DHJJ Financial Advisors
Illinois
$3.22K – – –
SFA
857
Semmax Financial Advisors
North Carolina
$2.88K +$2.88K +13 New
SC
858
SouthState Corp
Florida
$2.83K +$2.83K +14 New
WWM
859
Wolff Wiese Magana
California
$2.63K +$2.63K +13 New
LRWM
860
Lord & Richards Wealth Management
Colorado
$2.22K +$2.22K +11 New
IHWM
861
Iron Horse Wealth Management
Iowa
$2.22K +$2.22K +11 New
HFS
862
Hughes Financial Services
Virginia
$1.83K +$1.83K +9 New
LCM
863
Logan Capital Management
Pennsylvania
$1.42K – – –
FP
864
Financial Perspectives
Minnesota
$1.21K – – –
MFC
865
Morris Financial Concepts
South Carolina
$1.01K – – –
TRCT
866
Tower Research Capital (TRC)
New York
$809 -$13.2M -65,272 -100%
SS
867
Sunbelt Securities
Texas
$809 -$32.4K -160 -98%
PWM
868
Parkworth Wealth Management
California
$809 – – –
FRA
869
Front Row Advisors
California
$809 – – –
AA
870
Ancora Advisors
Ohio
$809 – – –
SSB
871
Sandy Spring Bank
Maryland
$607 +$607 +3 New
CAM
872
Creekmur Asset Management
Illinois
$3 -$3 – –
PAS
873
Park Avenue Securities
New York
– -$105M -507,294 Closed
SRA
874
Summit Rock Advisors
New York
– -$65.4M -315,070 Closed
YCG
875
Yeomans Consulting Group
Georgia
– -$18M -87,017 Closed
33 34
35
36 37