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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 %
CIR
876
Clear Investment Research
Georgia
$20.9K – – –
SWA
877
SOA Wealth Advisors
New York
$20.7K +$20.7K +86 New
RFA
878
Register Financial Advisors
Georgia
$20.4K – – –
TIM
879
Total Investment Management
Arizona
$19.9K +$19.9K +83 New
FDCP
880
Foster Dykema Cabot & Partners
Massachusetts
$19.5K -$4.57K -19 -19%
MEG
881
Millstone Evans Group
Colorado
$19.5K -$3.12K -13 -14%
RP
882
Rice Partnership
Hawaii
$19.5K +$19.5K +81 New
EWM
883
EPG Wealth Management
Georgia
$18.5K – – –
BF
884
BOK Financial
Oklahoma
$18.5K +$18.5K +77 New
CWP
885
Concord Wealth Partners
Virginia
$17.8K +$1.92K +8 +12%
CCMI
886
Creative Capital Management Investments
California
$17.1K +$17.1K +71 New
CPG
887
Cornerstone Planning Group
New Jersey
$15K -$21K -87 -58%
EWA
888
Elevate Wealth Advisory
Georgia
$14.4K – – –
BCMLT
889
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.4K +$9.13K +38 +173%
FM
890
Family Management
New York
$13.7K +$13.7K +57 New
TAM
891
Townsend Asset Management
North Carolina
$12.6K – – –
HBW
892
Hazlett, Burt & Watson
West Virginia
$12K – – –
FGC
893
Financial Gravity Companies
Texas
$11.8K +$11.8K +49 New
MPWT
894
MassMutual Private Wealth & Trust
Connecticut
$10.8K -$10.8K -45 -50%
PFM
895
Phillips Financial Management
Indiana
$10.8K +$10.8K +45 New
NC
896
North Capital
Utah
$9.42K – – –
MHR
897
Matthew Hamilton Rosenberg
$9.37K -$5.05K -21 -35%
JWA
898
JFS Wealth Advisors
Pennsylvania
$9.13K – – –
FNWA
899
Financial Network Wealth Advisors
Utah
$9.13K – – –
RF
900
Rossby Financial
Florida
$8.17K +$3.12K +13 +62%
34 35
36
37 38