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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.04B +$263M +1,094,104 +9%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.82B +$38.6M +160,427 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$777M +$93.4M +388,636 +14%
Raymond James Financial
4
Raymond James Financial
Florida
$707M +$3.01M +12,526 +0.4%
Morgan Stanley
5
Morgan Stanley
New York
$606M +$71.2M +296,339 +13%
LPL Financial
6
LPL Financial
California
$553M +$82.2M +341,993 +17%
AssetMark Inc
7
AssetMark Inc
California
$446M +$10.3M +42,864 +2%
BlackRock
8
BlackRock
New York
$297M -$27.3M -113,774 -8%
Ameriprise
9
Ameriprise
Minnesota
$296M +$40.5M +168,340 +16%
BTI
10
Blue Trust Inc
Georgia
$291M +$2.03M +8,459 +0.7%
SOMRS
11
State of Michigan Retirement System
Michigan
$290M -$21.4M -89,000 -7%
Bank of America
12
Bank of America
North Carolina
$275M +$20.1M +83,739 +8%
Cerity Partners
13
Cerity Partners
New York
$270M +$12.4M +51,616 +5%
EWM
14
Empirical Wealth Management
Washington
$248M +$2.73M +11,371 +1%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$244M +$22.3M +93,297 +10%
CM
16
Churchill Management
California
$220M +$220M +916,637 New
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$216M -$4.28M -17,819 -2%
Wells Fargo
18
Wells Fargo
California
$209M +$39.5M +164,333 +23%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$196M -$5.68M -23,641 -3%
Corient Private Wealth
20
Corient Private Wealth
Florida
$196M +$15.2M +63,318 +8%
UBS Group
21
UBS Group
Switzerland
$190M +$1.87M +7,802 +1%
OWM
22
Orgel Wealth Management
Wisconsin
$159M +$159M +659,781 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$130M +$8.97M +37,326 +7%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$121M -$56.2K -234 -0%
SC
25
Savant Capital
Illinois
$118M -$15M -62,315 -11%
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