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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 %
TWM
76
Trinity Wealth Management
Pennsylvania
$23.4M +$2.65M +11,043 +13%
Mariner
77
Mariner
Kansas
$23.4M +$6.51M +27,102 +39%
BIA
78
Bell Investment Advisors
California
$23.4M +$640K +2,665 +3%
AWM
79
AE Wealth Management
Kansas
$23M +$723K +3,008 +3%
CCA
80
Cobblestone Capital Advisors
New York
$22.6M -$10.4M -43,192 -31%
AI
81
Atria Investments
North Carolina
$22.3M +$710K +2,956 +3%
SFPM
82
Sensible Financial Planning & Management
Massachusetts
$22.1M -$980K -4,076 -4%
Lido Advisors
83
Lido Advisors
California
$22M -$1.54M -6,398 -7%
M&T Bank
84
M&T Bank
New York
$21.8M +$3.11M +12,946 +17%
AWMS
85
Advocacy Wealth Management Services
Georgia
$21.2M +$1.14M +4,752 +6%
KAS
86
Kestra Advisory Services
Texas
$21.2M +$1.6M +6,664 +8%
MWP
87
Meredith Wealth Planning
Illinois
$20.9M +$994K +4,137 +5%
GT
88
Glenview Trust
Kentucky
$19.7M -$521K -2,169 -3%
OAM
89
Oppenheimer Asset Management
New York
$18.6M +$18.6M +77,223 New
PS
90
Principal Securities
Iowa
$18.4M +$15.3M +63,649 +495%
US Bancorp
91
US Bancorp
Minnesota
$18.3M +$116K +483 +0.6%
CF
92
Convergence Financial
Missouri
$17.6M +$1.23M +5,110 +8%
PIN
93
Prudent Investors Network
California
$17.5M +$99.5K +414 +0.6%
TRCT
94
Tower Research Capital (TRC)
New York
$17.4M +$17.4M +72,370 +1,809,250%
SWP
95
Sagespring Wealth Partners
Tennessee
$17.2M -$1.52M -6,311 -8%
OFG
96
Oxford Financial Group
Indiana
$17.2M -$936K -3,894 -5%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$17.2M -$90.4K -376 -0.5%
ASN
98
Advisory Services Network
Georgia
$16.3M -$1.86M -7,724 -10%
Tudor Investment Corp
99
Tudor Investment Corp
Connecticut
$16.2M +$4.95M +20,602 +44%
CPC
100
Consolidated Planning Corp
Georgia
$16.2M -$787K -3,273 -5%
2 3
4
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