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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 %
PFA
151
Pettinga Financial Advisors
Indiana
$7.68M -$217K -903 -3%
BWM
152
Brickley Wealth Management
California
$7.56M – – –
HFA
153
High Falls Advisors
New York
$7.45M -$393K -1,637 -5%
Focus Partners Wealth
154
Focus Partners Wealth
Massachusetts
$7.33M +$6.18M +25,695 +535%
GFA
155
Gallagher Fiduciary Advisors
Illinois
$7.32M -$228K -948 -3%
SAI
156
Savvy Advisors Inc
New York
$7.22M +$1.28M +5,337 +22%
ACA
157
Atlas Capital Advisors
Wyoming
$7.12M -$147K -611 -2%
FGA
158
Fortis Group Advisors
New Jersey
$7.11M +$7.11M +29,448 New
CF
159
Claris Financial
Virginia
$7.1M -$2.06M -8,557 -22%
LWA
160
Lineweaver Wealth Advisors
Ohio
$7.07M +$124K +515 +2%
LWM
161
Liberty Wealth Management
California
$6.97M +$325K +1,352 +5%
CAG
162
Csenge Advisory Group
Florida
$6.7M -$5.09K -22 -0.1%
AGAM
163
Audent Global Asset Management
California
$6.7M +$25.2K +105 +0.4%
EWA
164
Exencial Wealth Advisors
Oklahoma
$6.6M -$129K -536 -2%
KFS
165
Kelly Financial Services
Massachusetts
$6.5M +$841K +3,499 +15%
SWM
166
SigFig Wealth Management
California
$6.27M +$3.55M +14,930 +130%
SRC
167
Shufro Rose & Co
New York
$6.24M -$30.3K -150 -0.5%
NAM
168
NorthCrest Asset Manangement
Minnesota
$6.24M -$29.7K -124 -0.5%
FFA
169
Farther Finance Advisors
California
$6.21M -$2.77M -11,509 -31%
MWM
170
Mascoma Wealth Management
New Hampshire
$6.2M +$487K +2,026 +9%
KFSC
171
Keystone Financial Services (Colorado)
Colorado
$6.17M -$212K -881 -3%
DADC
172
D.A. Davidson & Co
Montana
$6.15M +$3.68M +15,293 +148%
HTC
173
Haverford Trust Company
Pennsylvania
$6.09M +$222K +924 +4%
SB
174
Strategic Blueprint
Georgia
$6.08M +$96.4K +401 +2%
TF
175
Trek Financial
Arizona
$6.07M +$190K +790 +3%
5 6
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