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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
201
IFP Advisors
Florida
$4.99M -$6.64M -27,608 -57%
FBFS
202
First Business Financial Services
Wisconsin
$4.89M – – –
OAP
203
One Advisory Partners
Kansas
$4.84M +$55.8K +232 +1%
BFG
204
Beacon Financial Group
Texas
$4.81M +$267K +1,110 +6%
VA
205
VestGen Advisors
Illinois
$4.77M +$359K +1,481 +8%
PFA
206
Plotkin Financial Advisors
Maryland
$4.66M -$52.6K -219 -1%
Legacy Financial Group (Iowa)
207
Legacy Financial Group (Iowa)
Iowa
$4.65M +$109K +455 +2%
SC
208
Scotia Capital
Ontario, Canada
$4.63M -$279K -1,160 -6%
GPA
209
Guerra Pan Advisors
New Jersey
$4.62M +$275K +1,145 +6%
KWA
210
Kingswood Wealth Advisors
California
$4.58M -$119K -495 -3%
JWCA
211
J.W. Cole Advisors
Florida
$4.54M +$432K +1,798 +11%
KG
212
Kilter Group
New York
$4.53M -$86K -358 -2%
RSF
213
Rik Saylor Financial
Ohio
$4.48M -$59.4K -247 -1%
AF
214
Allworth Financial
California
$4.47M +$2.1M +8,731 +88%
SKK
215
Shepherd Kaplan Krochuk
Massachusetts
$4.45M -$642K -2,671 -13%
CWA
216
Clarus Wealth Advisors
Arizona
$4.44M +$2.14M +9,050 +93%
WA
217
Wealth Alliance
New York
$4.44M +$182K +757 +4%
BA
218
Bellwether Advisors
Nebraska
$4.43M -$13.7K -57 -0.3%
GWM
219
Geneos Wealth Management
Colorado
$4.4M -$2.37M -9,874 -35%
Comerica Bank
220
Comerica Bank
Texas
$4.39M -$122K -507 -3%
SL
221
SWMG LLC
Texas
$4.32M +$973K +4,040 +29%
EFG
222
Elm3 Financial Group
Georgia
$4.31M -$752K -3,130 -15%
CIA
223
Concurrent Investment Advisors
Florida
$4.31M +$2.09M +8,699 +94%
SEP
224
Southland Equity Partners
Missouri
$4.25M -$6.97K -29 -0.2%
TFGT
225
TS Financial Group (TSFG)
Illinois
$4.23M +$108K +449 +3%
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