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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 %
SPWM
101
Straight Path Wealth Management
Michigan
$15.9M +$571K +2,377 +4%
JAG
102
Journey Advisory Group
Kentucky
$15.9M -$1.06M -4,400 -6%
CG
103
CFO4Life Group
Texas
$15.4M -$540K -2,247 -3%
JSW
104
Journey Strategic Wealth
New Jersey
$14.4M -$210K -875 -1%
IB
105
Intrust Bank
Kansas
$14.3M -$567K -2,359 -4%
CIBC World Market
106
CIBC World Market
Ontario, Canada
$13.7M +$13.1M +54,347 +2,102%
SWG
107
Summit Wealth Group
Vermont
$13.6M -$2.27M -9,457 -14%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$13.5M +$573K +2,386 +4%
WA
109
Waverly Advisors
Alabama
$13.2M +$233K +970 +2%
AWS
110
Atria Wealth Solutions
New York
$13M -$8.16M -33,948 -39%
PCA
111
Prosperity Capital Advisors
Ohio
$12.9M +$1.05M +4,383 +9%
WDL
112
Well Done LLC
Michigan
$12.9M -$815K -3,393 -6%
MCM
113
Moore Capital Management
New York
$12.7M +$12.7M +53,000 New
TC
114
Trilogy Capital
California
$12.1M -$1.84M -7,652 -13%
SPIA
115
Steward Partners Investment Advisory
New York
$12M +$1.83M +7,630 +18%
IWA
116
Icon Wealth Advisors
Texas
$11.9M +$137K +571 +1%
SA
117
Scarborough Advisors
Maryland
$11.7M -$206K -856 -2%
HighTower Advisors
118
HighTower Advisors
Illinois
$11.1M +$2.9M +12,066 +35%
GWSA
119
Global Wealth Strategies & Associates
Colorado
$10.7M -$1.05M -4,363 -9%
OWM
120
Opes Wealth Management
California
$10.6M +$347K +1,442 +3%
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
$10.4M +$5.15M +21,423 +98%
BPA
122
Beacon Pointe Advisors
California
$10.4M +$149K +619 +1%
Creative Planning
123
Creative Planning
Kansas
$10.3M -$105K -435 -1%
GWAG
124
Garrett Wealth Advisory Group
Texas
$10.2M -$65.8K -274 -0.6%
PIS
125
POM Investment Strategies
North Carolina
$10.2M +$10.2M +42,282 New
3 4
5
6 7