MTUM icon

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 %
RFM
126
Royal Fund Management
Florida
$10.1M +$172K +715 +2%
FA
127
Forefront Analytics
Pennsylvania
$9.82M -$223K -928 -2%
CPIG
128
Chicago Partners Investment Group
Illinois
$9.7M +$19.5K +81 +0.2%
SW
129
SteelPeak Wealth
California
$9.55M +$107K +446 +1%
AAS
130
Avantax Advisory Services
Texas
$9.48M -$144K -600 -1%
HI
131
Harbour Investments
Wisconsin
$9.35M +$1.13M +4,716 +14%
ACA
132
Aptus Capital Advisors
Alabama
$9.25M -$96.6K -402 -1%
EH
133
Equitable Holdings
New York
$9.24M +$2.54M +10,551 +38%
SHJ
134
Sharkey, Howes & Javer
Colorado
$9.23M +$263K +1,096 +3%
CF
135
Centaurus Financial
California
$9.2M +$77.9K +324 +0.9%
SIA
136
Strategic Investment Advisors
Michigan
$9.07M +$766K +3,182 +9%
SHIM
137
Stone House Investment Management
Pennsylvania
$8.98M +$371K +1,544 +4%
JE
138
JMAC Enterprises
Pennsylvania
$8.79M -$321K -1,334 -4%
FHA
139
First Horizon Advisors
Tennessee
$8.75M +$443K +1,844 +5%
AHC
140
Anderson Hoagland & Co
Missouri
$8.73M +$85.8K +357 +1%
AIP
141
Alexis Investment Partners
Texas
$8.68M +$873K +3,669 +11%
SFO
142
Stokes Family Office
Louisiana
$8.34M -$512K -2,131 -6%
SFP
143
Shepherd Financial Partners
Massachusetts
$8.31M -$236K -981 -3%
TC
144
Tacita Capital
Ontario, Canada
$8.14M +$18.5K +77 +0.2%
CP
145
Capital Planning
Washington
$8.1M -$264K -1,097 -3%
FAG
146
Financial Architects (Georgia)
Georgia
$8.08M -$678K -2,820 -8%
CL
147
Choreo LLC
Illinois
$7.97M -$2.56M -10,655 -24%
BCM
148
Brookstone Capital Management
Illinois
$7.95M -$558K -2,322 -7%
P
149
&Partners
Tennessee
$7.93M +$3.81M +15,830 +93%
YCG
150
Yeomans Consulting Group
Georgia
$7.91M +$7.91M +33,399 New
4 5
6
7 8