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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 %
EF
951
Empowered Funds
Pennsylvania
– -$2.49M -12,307 Closed
LJAC
952
L.J. Altfest & Co
New York
– -$2.13M -10,521 Closed
YIH
953
Y-Intercept (HK)
Hong Kong
– -$2.09M -10,339 Closed
SAM
954
Synergy Asset Management
Washington
– -$1.99M -9,865 Closed
CIAS
955
CBIZ Investment Advisory Services
Ohio
– -$1.45M -7,194 Closed
PDL
956
Portfolio Design Labs
California
– -$1.44M -7,110 Closed
Walleye Trading
957
Walleye Trading
New York
– -$1.27M -6,300 Closed
SG Americas Securities
958
SG Americas Securities
New York
– -$1.21M -6,000 Closed
PCMH
959
Polymer Capital Management (HK)
Hong Kong
– -$1.07M -5,300 Closed
Simplex Trading
960
Simplex Trading
Illinois
– -$938K -4,641 Closed
JWBC
961
John W. Brooker & Co
California
– -$676K -3,344 Closed
ECA
962
Elevation Capital Advisory
Oregon
– -$579K -2,864 Closed
Parallax Volatility Advisers
963
Parallax Volatility Advisers
California
– -$526K -2,601 Closed
BIG
964
Brookwood Investment Group
Arizona
– -$419K -2,072 Closed
LT
965
Legacy Trust
Michigan
– -$416K -2,060 Closed
JIC
966
Johnson Investment Counsel
Ohio
– -$364K -1,801 Closed
WCP
967
Wick Capital Partners
Pennsylvania
– -$354K -1,752 Closed
BWA
968
Bordeaux Wealth Advisors
California
– -$255K -1,260 Closed
IC
969
Inscription Capital
Texas
– -$234K -1,250 Closed
QAM
970
Q3 Asset Management
Michigan
– -$248K -1,231 Closed
BW
971
BostonPremier Wealth
Massachusetts
– -$243K -1,202 Closed
FCI
972
Financial Counselors Inc
Kansas
– -$221K -1,095 Closed
SAM
973
Secure Asset Management
Michigan
– -$214K -1,059 Closed
SIAS
974
Summit Investment Advisory Services
Minnesota
– -$209K -1,032 Closed
ZF
975
Zhang Financial
Michigan
– -$202K -1,000 Closed
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