MTUM icon

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 %
GWANC
901
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.93K -$34.4K -143 -81%
AIC
902
Archer Investment Corporation
Indiana
$7.93K +$1.92K +8 +32%
SMA
903
Sage Mountain Advisors
Georgia
$7.45K -$1.68K -7 -18%
OHWP
904
Oak Harbor Wealth Partners
North Carolina
$7.45K +$7.45K +31 New
LWA
905
Lowe Wealth Advisors
Maryland
$6.73K – – –
CAM
906
Costello Asset Management
Pennsylvania
$6.63K – – –
Kayne Anderson Rudnick Investment Management
907
Kayne Anderson Rudnick Investment Management
California
$6.25K – – –
HR
908
Howe & Rusling
New York
$5.88K +$5.88K +24 New
NCM
909
Northwest Capital Management
Oregon
$5.77K -$27.2K -113 -82%
BPAMU
910
BTG Pactual Asset Management US
New York
$5.77K +$5.77K +24 New
M
911
MOTCO
Texas
$5.55K +$5.55K +23 New
AG
912
AmeriFlex Group
Nevada
$5.37K – – –
PA
913
Pineridge Advisors
Missouri
$5.06K – – –
JHCP
914
Jackson Hole Capital Partners
Oklahoma
$5.05K – – –
CAL
915
Capital Advisors Ltd
Ohio
$5K +$5K +19 New
HWM
916
HighMark Wealth Management
Minnesota
$4.82K +$4.82K +20 New
DJSG
917
D.J. St. Germain
Massachusetts
$4.33K – – –
PCA
918
Providence Capital Advisors
North Carolina
$4.09K +$4.09K +17 New
NEWAS
919
N.E.W. Advisory Services
Wisconsin
$3.85K -$3.85K -16 -50%
DFA
920
DHJJ Financial Advisors
Illinois
$3.83K – – –
CPA
921
Cardiff Park Advisors
California
$3.61K -$321K -1,335 -99%
SC
922
SouthState Corp
Florida
$3.37K – – –
SFA
923
Semmax Financial Advisors
North Carolina
$3.26K – – –
WWM
924
Wolff Wiese Magana
California
$3.13K – – –
IHWM
925
Iron Horse Wealth Management
Iowa
$2.64K – – –
35 36
37
38 39