iShares MSCI USA Momentum Factor ETF
MTUM
MTUM
950 hedge funds and large institutions have $16.9B invested in iShares MSCI USA Momentum Factor ETF in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 353 increasing their positions, 329 reducing their positions, and 49 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
7% more repeat investments, than reductions
Existing positions increased: 353 | Existing positions reduced: 329
0.61% more ownership
Funds ownership: 94.83% → 95.44% (+0.61%)
79% less call options, than puts
Call options by funds: $57.3M | Put options by funds: $270M
Holders
950
Holding in Top 10
52
Calls
$57.3M
Puts
$270M
Top Buyers
| 1 | +$263M | |
| 2 | +$220M | |
| 3 | +$159M | |
| 4 |
PAS
Park Avenue Securities
New York
|
+$110M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$93.4M |
Top Sellers
| 1 | -$107M | |
| 2 | -$103M | |
| 3 | -$27.3M | |
| 4 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$21.4M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$19.6M |
