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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 %
Millennium Management
901
Millennium Management
New York
– -$261K -1,263 Closed
E3F
902
Eight 31 Financial
Texas
– -$258K -1,246 Closed
HIF
903
Hill Island Financial
Michigan
– -$245K -1,182 Closed
CAM
904
Clark Asset Management
New Hampshire
– -$231K -1,118 Closed
BOC
905
Blue Oak Capital
California
– -$223K -1,080 Closed
SFC
906
Strategic Financial Concepts
Texas
– -$217K -1,050 Closed
PW
907
PUREfi Wealth
Massachusetts
– -$208K -1,004 Closed
SB
908
Simmons Bank
Arkansas
– -$207K -1,000 Closed
AI
909
Accredited Investors
Minnesota
– -$204K -987 Closed
QWP
910
Quotient Wealth Partners
Texas
– -$203K -983 Closed
PCM
911
Poehling Capital Management
Wisconsin
– -$203K -979 Closed
FA
912
Faithward Advisors
Pennsylvania
– -$201K -972 Closed
CWM
913
Certus Wealth Management
California
– -$206K -905 Closed
CT
914
Colonial Trust
South Carolina
– -$186K -897 Closed
KBFS
915
Kohmann Bosshard Financial Services
Ohio
– -$154K -743 Closed
EW
916
Element Wealth
Mississippi
– -$66.7K -322 Closed
MCM
917
Mainstream Capital Management
California
– -$31K -150 Closed
PPC
918
Park Place Capital
Alabama
– -$7.45K -36 Closed
CAS
919
Coppell Advisory Solutions
Texas
– -$6.86K -33 Closed
Toronto Dominion Bank
920
Toronto Dominion Bank
Ontario, Canada
– -$5.79K -28 Closed
DRP
921
Decker Retirement Planning
Utah
– -$3.73K -18 Closed
GA
922
GoalVest Advisory
New York
– -$3.31K -16 Closed
HI
923
Horizon Investments
North Carolina
– -$1.04K -5 Closed
CTA
924
Colonial Trust Advisors
South Carolina
– -$828 -4 Closed
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