MTUM icon

iShares MSCI USA Momentum Factor ETF

959 hedge funds and large institutions have $16.6B invested in iShares MSCI USA Momentum Factor ETF in 2025 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 392 increasing their positions, 313 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

9.46% less ownership

Funds ownership: 95.26%85.8% (-9.5%)

10% less funds holding in top 10

Funds holding in top 10: 5247 (-5)

73% less call options, than puts

Call options by funds: $122M | Put options by funds: $456M

Holders
959
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$122M
Puts
$456M
Net Calls
Net Calls Change

Top Buyers

1 +$230M
2 +$213M
3 +$190M
4
LPL Financial
LPL Financial
California
+$86.5M
5
Goldman Sachs
Goldman Sachs
New York
+$86.3M

Top Sellers

1 -$1.65B
2 -$100M
3 -$73.5M
4
Two Sigma Investments
Two Sigma Investments
New York
-$54.8M
5
Citigroup
Citigroup
New York
-$40.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
151
Liberty Wealth Management
California
$7.76M
SB
152
Strategic Blueprint
Georgia
$7.71M
TA
153
Tactive Advisors
Florida
$7.67M
SIA
154
Strategic Investment Advisors
Michigan
$7.61M
AIP
155
Alexis Investment Partners
Texas
$7.59M
LWA
156
Lineweaver Wealth Advisors
Ohio
$7.42M
CAG
157
Csenge Advisory Group
Florida
$7.31M
TF
158
Trek Financial
Arizona
$7.18M
MAG
159
Members Advisory Group
New York
$7.13M
MWM
160
Mascoma Wealth Management
New Hampshire
$7.1M
VA
161
Vident Advisory
Georgia
$7.09M
FFA
162
Farther Finance Advisors
California
$7.02M
KPWS
163
Kestra Private Wealth Services
Texas
$6.96M
KFGK
164
Keystone Financial Group (Kentucky)
Kentucky
$6.92M
PIA
165
Perennial Investment Advisors
California
$6.86M
KFSC
166
Keystone Financial Services (Colorado)
Colorado
$6.73M
EWA
167
Exencial Wealth Advisors
Oklahoma
$6.71M
DADC
168
D.A. Davidson & Co
Montana
$6.63M
AI
169
Atom Investors
Texas
$6.62M
NAM
170
NorthCrest Asset Manangement
Minnesota
$6.62M
HTC
171
Haverford Trust Company
Pennsylvania
$6.56M
KFS
172
Kelly Financial Services
Massachusetts
$6.48M
AC
173
Avant Capital
Louisiana
$6.46M
RF
174
RHS Financial
California
$6.42M
3F
175
360 Financial
Minnesota
$6.3M