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iShares MSCI USA Momentum Factor ETF

942 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 137 funds opening new positions, 348 increasing their positions, 327 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

6% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 327

0.18% more ownership

Funds ownership: 94.6%94.77% (+0.18%)

79% less call options, than puts

Call options by funds: $57.3M | Put options by funds: $270M

Holders
942
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.3M
Puts
$270M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
326
Berkshire Money Management
Massachusetts
$1.94M
CWM
327
CCG Wealth Management
California
$1.91M
LAS
328
Lloyd Advisory Services
Georgia
$1.9M
ACA
329
Aspire Capital Advisors
Washington
$1.88M
PWA
330
Physician Wealth Advisors
Utah
$1.88M
NAM
331
NTV Asset Management
West Virginia
$1.88M
QCM
332
Quantinno Capital Management
New York
$1.87M
RCA
333
Runnymede Capital Advisors
Ohio
$1.87M
DC
334
Davenport & Co
Virginia
$1.87M
MWM
335
Modern Wealth Management
Kansas
$1.85M
DSCM
336
Del-Sette Capital Management
New York
$1.84M
BCM
337
Berbice Capital Management
New York
$1.83M
SWM
338
Spire Wealth Management
Virginia
$1.81M
MAG
339
Members Advisory Group
New York
$1.8M
William Blair & Company
340
William Blair & Company
Illinois
$1.8M
BSTWA
341
Blake Schutter Theil Wealth Advisors
Ohio
$1.8M
GWP
342
Gateway Wealth Partners
Wisconsin
$1.79M
BWIA
343
Bryant Woods Investment Advisors
New York
$1.77M
OWCM
344
One Wealth Capital Management
Arizona
$1.76M
TSWM
345
Tyler-Stone Wealth Management
Ohio
$1.76M
PIM
346
Parker Investment Management
California
$1.76M
Lazard Asset Management
347
Lazard Asset Management
New York
$1.76M
SWGC
348
Summit Wealth Group (Colorado)
Colorado
$1.76M
BBNB
349
Baker Boyer National Bank
Washington
$1.76M
MWM
350
Modera Wealth Management
New Jersey
$1.75M