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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 %
IA
176
IFG Advisory
Georgia
$6.06M +$522K +2,174 +9%
PIA
177
Perennial Investment Advisors
California
$6.04M +$539K +2,241 +10%
UA
178
Unison Advisors
District of Columbia
$6.03M +$336K +1,399 +6%
AC
179
Avant Capital
Louisiana
$6.03M -$5.77K -24 -0.1%
KFGK
180
Keystone Financial Group (Kentucky)
Kentucky
$6.02M +$362K +1,504 +6%
3F
181
360 Financial
Minnesota
$5.96M +$193K +801 +3%
Renaissance Technologies
182
Renaissance Technologies
New York
$5.91M +$5.91M +24,600 New
GIA
183
Gladstone Institutional Advisory
Florida
$5.83M -$1M -4,172 -15%
TA
184
Tactive Advisors
Florida
$5.81M +$5.81M +24,185 New
SW
185
Simplicity Wealth
New Jersey
$5.78M +$1.21M +5,018 +26%
QC
186
Quadrature Capital
United Kingdom
$5.77M -$3.91M -16,250 -40%
BFG
187
Buttonwood Financial Group
Missouri
$5.73M -$110K -461 -2%
CAM
188
Cozad Asset Management
Illinois
$5.71M -$43.7K -182 -0.8%
PCIA
189
Prime Capital Investment Advisors
Kansas
$5.7M -$2.12M -8,814 -27%
KWM
190
KFG Wealth Management
Indiana
$5.62M +$5.62M +23,374 New
KPWS
191
Kestra Private Wealth Services
Texas
$5.46M -$5.78M -24,041 -51%
BRWA
192
B. Riley Wealth Advisors
Florida
$5.4M +$5.4M +22,467 New
PFG
193
PAX Financial Group
Texas
$5.38M -$106K -443 -2%
SWA
194
Sax Wealth Advisors
New Jersey
$5.35M +$134K +559 +3%
VT
195
Vise Technologies
New York
$5.29M +$5.29M +22,001 New
VA
196
Vident Advisory
Georgia
$5.25M +$382K +1,591 +8%
PFA
197
Professional Financial Advisors
Nebraska
$5.21M +$214K +890 +4%
AWM
198
Apollon Wealth Management
South Carolina
$5.16M +$63K +262 +1%
MCA
199
Midwest Capital Advisors
Michigan
$5.15M -$49K -204 -0.9%
RF
200
RHS Financial
California
$5.14M +$556K +2,314 +12%
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