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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 %
TLA
851
Tanglewood Legacy Advisors
Texas
$39.7K -$28.8K -120 -42%
HIA
852
Harbor Investment Advisory
Maryland
$39.2K +$28.4K +118 +262%
HHGA
853
Halbert Hargrove Global Advisors
California
$38.7K – – –
NB
854
NBT Bank
New York
$37.3K – – –
ICM
855
Islay Capital Management
Texas
$36K – – –
MMCM
856
Murphy & Mullick Capital Management
New York
$35K -$22.4K -93 -39%
SS
857
Sunbelt Securities
Texas
$34K +$33.2K +160 +4,000%
AWM
858
Abound Wealth Management
Tennessee
$33K -$24.6K -102 -43%
AT
859
Arlington Trust
Alabama
$31.5K – – –
AA
860
Ancora Advisors
Ohio
$31.2K +$30.3K +126 +3,150%
MIFH
861
Migdal Insurance & Financial Holdings
Israel
$31K – – –
CFB
862
Cullen/Frost Bankers
Texas
$30.5K – – –
OA
863
Operose Advisors
Wisconsin
$30.5K – – –
PMFA
864
Plante Moran Financial Advisors
Michigan
$30.4K -$3.86K -16 -11%
PAG
865
Paladin Advisory Group
Iowa
$29.3K – – –
APW
866
Atlantic Private Wealth
North Carolina
$29K +$29K +121 New
DSC
867
Duncker Streett & Co
Missouri
$28.8K – – –
LWMI
868
Legacy Wealth Management (Idaho)
Idaho
$24.3K – – –
LIS
869
Legacy Investment Solutions
Idaho
$24.3K +$24.3K +101 New
DF
870
DecisionPoint Financial
Arizona
$24.2K – – –
AWM
871
AllSquare Wealth Management
New York
$24K – – –
FLFS
872
Family Legacy Financial Solutions
North Carolina
$24K +$24K +100 New
CPBTD
873
Central Pacific Bank - Trust Division
Hawaii
$23.3K -$374K -1,558 -94%
FDW
874
Fourth Dimension Wealth
Ohio
$21.6K – – –
VWWMG
875
Vermillion & White Wealth Management Group
Pennsylvania
$21.1K – – –
33 34
35
36 37