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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 %
LCM
926
Logan Capital Management
Pennsylvania
$1.68K – – –
EB
927
Eastern Bank
Massachusetts
$1.68K +$1.68K +7 New
BFPW
928
BOK Financial Private Wealth
Colorado
$1.6K +$1.6K +7 New
FP
929
Financial Perspectives
Minnesota
$1.44K – – –
AF
930
Alerus Financial
North Dakota
$1.44K +$1.44K +6 New
MFC
931
Morris Financial Concepts
South Carolina
$1.2K – – –
FRA
932
Front Row Advisors
California
$961 – – –
PWM
933
Parkworth Wealth Management
California
$961 – – –
HI
934
Horizon Investments
North Carolina
$721 +$721 +3 New
AUB
935
Atlantic Union Bankshares
Virginia
$721 +$721 +3 New
DWM
936
Dogwood Wealth Management
Kansas
$709 +$709 +3 New
NWM
937
Nova Wealth Management
Florida
$481 +$481 +2 New
PFG
938
Premier Financial Group
California
$248 +$248 +1 New
DF
939
Dunhill Financial
United Kingdom
$31 – – –
CAM
940
Creekmur Asset Management
Illinois
$4 -$3 – –
OCBCO
941
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$11.5M -56,981 Closed
DWM
942
Dynasty Wealth Management
Florida
– -$11.3M -56,095 Closed
Citadel Advisors
943
Citadel Advisors
Florida
– -$9.75M -48,243 Closed
PPFA
944
Provida Pension Fund Administrator
Chile
– -$8.41M -41,647 Closed
Jane Street
945
Jane Street
New York
– -$7.48M -37,030 Closed
FAM
946
Forte Asset Management
New York
– -$7.33M -36,276 Closed
WAS
947
Wealth Advisory Solutions
Indiana
– -$5.27M -26,081 Closed
ARC
948
Advisor Resource Council
Texas
– -$3.08M -15,770 Closed
TL
949
Tradewinds LLC
North Carolina
– -$3.18M -15,715 Closed
GS
950
GTS Securities
New York
– -$2.7M -13,376 Closed
36 37
38
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