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iShares MSCI USA Momentum Factor ETF
MTUM

981 hedge funds and large institutions have $16.8B invested in iShares MSCI USA Momentum Factor ETF in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 404 increasing their positions, 317 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 62

27% more repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 317

3% more funds holding

Funds holding: 955 → 981 (+26)

1% less capital invested

Capital invested by funds: $16.9B → $16.8B (-$103M)

6% less funds holding in top 10

Funds holding in top 10: 52 → 49 (-3)

8.97% less ownership

Funds ownership: 95.44% → 86.47% (-9%)

73% less call options, than puts

Call options by funds: $122M | Put options by funds: $456M

Holders
981
Holders Change
+26
Holders Change %
+2.72%
% of All Funds
12.88%
Holding in Top 10
49
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.77%
% of All Funds
0.64%
New
106
Increased
404
Reduced
317
Closed
62
Calls
$122M
Puts
$456M
Net Calls
-$335M
Net Calls Change
-$123M

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$220M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$203M
3
Morgan Stanley
Morgan Stanley
New York
+$181M
4
LPL Financial
LPL Financial
California
+$82.6M
5
Goldman Sachs
Goldman Sachs
New York
+$82.4M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.58B
2
AssetMark Inc
AssetMark Inc
California
-$95.6M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$70.2M
4
Two Sigma Investments
Two Sigma Investments
New York
-$54.8M
5
Citigroup
Citigroup
New York
-$38.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPAMU
951
BTG Pactual Asset Management US
New York
$5.91K – – –
M
952
MOTCO
Texas
$5.9K – – –
HWM
953
HighMark Wealth Management
Minnesota
$5.8K +$735 +3 +15%
GAG
954
Goodman Advisory Group
Massachusetts
$5.64K +$5.39K +22 New
BBPWM
955
Blue Bell Private Wealth Management
Pennsylvania
$5.38K -$134K -549 -96%
JHCP
956
Jackson Hole Capital Partners
Oklahoma
$5.38K – – –
CAL
957
Capital Advisors Ltd
Ohio
$5K – – –
WSFS
958
Wilmington Savings Fund Society
Delaware
$4.62K -$269K -1,100 -98%
SS
959
Sunbelt Securities
Texas
$4.62K -$35.8K -146 -89%
DJSG
960
D.J. St. Germain
Massachusetts
$4.62K – – –
NCM
961
Northwest Capital Management
Oregon
$4.36K -$1.71K -7 -29%
NEWAS
962
N.E.W. Advisory Services
Wisconsin
$4.1K – – –
DFA
963
DHJJ Financial Advisors
Illinois
$4.1K – – –
GWS
964
Greykasell Wealth Strategies
California
$3.6K +$3.43K +14 New
SC
965
SouthState Corp
Florida
$3.59K – – –
WWM
966
Wolff Wiese Magana
California
$3.33K – – –
WT
967
Whittier Trust
California
$3.31K +$3.18K +13 New
CFG
968
Chapman Financial Group
Hawaii
$2.56K +$2.45K +10 New
LCM
969
Logan Capital Management
Pennsylvania
$1.79K – – –
BFPW
970
BOK Financial Private Wealth
Colorado
$1.71K – – –
AF
971
Alerus Financial
North Dakota
$1.54K – – –
FP
972
Financial Perspectives
Minnesota
$1.54K – – –
MFC
973
Morris Financial Concepts
South Carolina
$1.28K – – –
FRA
974
Front Row Advisors
California
$1.03K – – –
CCC
975
Chelsea Counsel Company
California
$1.03K +$980 +4 New
37 38
39
40 41

MTUM Hedge Fund Activity: Q3 2025 in Review

981 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q3 2025, worth a combined $16.8B — down 0.61% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new MTUM positions and 62 closed out — a net gain of 44 holders — while 404 added to existing stakes and 317 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $220M. The largest seller was Envestnet Asset Management, cutting an estimated $1.58B.

  • 981 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q3 2025, up from 955 in Q2 2025.
  • Funds reported $16.8B of iShares MSCI USA Momentum Factor ETF stock for Q3 2025, down 0.61% quarter-over-quarter.
  • 106 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q3 2025 and 62 closed out, a net change of +44 holders.
  • The largest iShares MSCI USA Momentum Factor ETF buyer in Q3 2025 was Focus Partners Wealth, an estimated $220M added.
  • The largest iShares MSCI USA Momentum Factor ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $1.58B sold.

Based on aggregated 13F filings for Q3 2025.