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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 %
CFGS
876
Concourse Financial Group Securities
Alabama
– -$5.14M -23,134 Closed
MFS
877
Madrona Financial Services
Washington
– -$3.13M -15,144 Closed
SSA
878
Schonfeld Strategic Advisors
New York
– -$2.98M -14,415 Closed
CAM
879
Cobblestone Asset Management
Virginia
– -$2.66M -12,839 Closed
JGC
880
J. Goldman & Co
New York
– -$2.36M -11,400 Closed
HF
881
HRT Financial
New York
– -$2.15M -10,398 Closed
ELI
882
Empire Life Investments
Ontario, Canada
– -$2.11M -10,200 Closed
DFCM
883
Dark Forest Capital Management
Puerto Rico
– -$1.81M -8,765 Closed
IAA
884
Independent Advisor Alliance
North Carolina
– -$1.81M -8,750 Closed
BIP
885
Blueprint Investment Partners
North Carolina
– -$1.62M -7,833 Closed
SMG
886
Smart Money Group
Texas
– -$1.49M -7,198 Closed
UW
887
Unique Wealth
Florida
– -$1.43M -6,925 Closed
OMC
888
Old Mission Capital
Illinois
– -$1.2M -5,800 Closed
AI
889
Atom Investors
Texas
– -$1.04M -5,043 Closed
TSS
890
Two Sigma Securities
New York
– -$1M -4,842 Closed
Squarepoint
891
Squarepoint
New York
– -$827K -3,996 Closed
MWM
892
Moulton Wealth Management
Washington
– -$700K -3,385 Closed
AFW
893
Avantra Family Wealth
Pennsylvania
– -$490K -2,367 Closed
WPC
894
Wedmont Private Capital
Pennsylvania
– -$408K -1,972 Closed
FI
895
FWG Investments
Kentucky
– -$406K -1,960 Closed
XT
896
XTX Topco
Cayman Islands
– -$378K -1,826 Closed
MWM
897
MinichMacGregor Wealth Management
New York
– -$349K -1,685 Closed
ACP
898
Aveo Capital Partners
Colorado
– -$329K -1,590 Closed
CNTOF
899
Canandaigua National Trust of Florida
New York
– -$313K -1,512 Closed
NWMG
900
National Wealth Management Group
Ohio
– -$290K -1,402 Closed
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