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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
PWM
276
Perigon Wealth Management
California
$2.92M
MYIA
277
Mount Yale Investment Advisors
Colorado
$2.9M
DAM
278
Deltec Asset Management
New York
$2.9M
SWM
279
SigFig Wealth Management
California
$2.8M
CIAS
280
Capital Investment Advisory Services
North Carolina
$2.79M
WCG
281
Weaver Consulting Group
California
$2.79M
VHAM
282
Van Hulzen Asset Management
California
$2.78M
LLWM
283
Life Line Wealth Management
California
$2.76M
HGWM
284
Horst & Graben Wealth Management
Oregon
$2.75M
BEI
285
Benjamin Edwards Inc
Missouri
$2.74M
SFSG
286
Sound Financial Strategies Group
Mississippi
$2.73M
MCM
287
MAI Capital Management
Ohio
$2.72M
PA
288
Parallel Advisors
California
$2.7M
GCA
289
Genesee Capital Advisors
New York
$2.68M
LPT
290
Legacy Private Trust
Wisconsin
$2.67M
GRP
291
Global Retirement Partners
California
$2.64M
NEPWA
292
New England Private Wealth Advisors
Massachusetts
$2.63M
SM
293
Sweeney & Michel
California
$2.61M
DILIC
294
Dai-ichi Life Insurance Company
Japan
$2.58M
1L
295
10Elms LLP
Oklahoma
$2.58M
KWM
296
Keebeck Wealth Management
Illinois
$2.55M
FEG
297
Financial Enhancement Group
Indiana
$2.53M
OP
298
ORG Partners
Indiana
$2.53M
MFG
299
Magnus Financial Group
New York
$2.52M
SAM
300
Smartleaf Asset Management
Massachusetts
$2.5M