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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

869 hedge funds and large institutions have $13.1B invested in iShares MSCI USA Momentum Factor ETF in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 350 increasing their positions, 294 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
+6
Holders Change %
+0.7%
% of All Funds
11.8%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.57%
New
85
Increased
350
Reduced
294
Closed
52
Calls
$279M
Puts
$106M
Net Calls
+$172M
Net Calls Change
+$910M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$445M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$104M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$65.8M
4
Ameriprise
Ameriprise
Minnesota
+$38.3M
5
Raymond James Financial
Raymond James Financial
Florida
+$30.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$215M
2
Goldman Sachs
Goldman Sachs
New York
-$172M
3
PAS
Park Avenue Securities
New York
-$105M
4
Bank of America
Bank of America
North Carolina
-$94.6M
5
SRA
Summit Rock Advisors
New York
-$65.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.33B -$215M -1,062,995 -8%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.5B +$104M +512,679 +7%
Raymond James Financial
3
Raymond James Financial
Florida
$592M +$30.7M +151,872 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$575M +$445M +2,200,049 +341%
Morgan Stanley
5
Morgan Stanley
New York
$450M +$5.68M +28,103 +1%
LPL Financial
6
LPL Financial
California
$396M +$1.11M +5,473 +0.3%
AssetMark Inc
7
AssetMark Inc
California
$366M +$12.5M +61,915 +4%
BlackRock
8
BlackRock
New York
$272M +$4.9M +24,247 +2%
SOMRS
9
State of Michigan Retirement System
Michigan
$262M +$849K +4,200 +0.3%
BTI
10
Blue Trust Inc
Georgia
$243M -$4.71M -23,289 -2%
Cerity Partners
11
Cerity Partners
New York
$217M -$18.6K -92 -0%
Ameriprise
12
Ameriprise
Minnesota
$215M +$38.3M +189,281 +22%
Bank of America
13
Bank of America
North Carolina
$214M -$94.6M -468,221 -31%
EWM
14
Empirical Wealth Management
Washington
$206M +$4.83M +23,918 +2%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$187M -$3.58M -17,730 -2%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$185M -$3.59M -17,744 -2%
Citigroup
17
Citigroup
New York
$182M +$30.3M +149,994 +20%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$170M -$58.1M -287,611 -25%
UBS Group
19
UBS Group
Switzerland
$158M +$17.1M +84,802 +12%
Corient Private Wealth
20
Corient Private Wealth
Florida
$152M +$14M +69,145 +10%
Wells Fargo
21
Wells Fargo
California
$142M +$7.05M +34,858 +5%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$130M +$65.8M +325,369 +103%
SC
23
Savant Capital
Illinois
$112M -$16.7M -82,528 -13%
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
$102M -$37.1M -183,391 -27%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$102M +$1.11M +5,502 +1%
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