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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
IWM
651
IHT Wealth Management
Illinois
$390K
JEST
652
JTC Employer Solutions Trustee
Jersey
$385K
HSA
653
HBK Sorce Advisory
Pennsylvania
$385K
GWMR
654
GC Wealth Management RIA
Massachusetts
$382K
EL
655
EWA LLC
Pennsylvania
$382K
BRG
656
Bay Rivers Group
Virginia
$381K
VFO
657
Virtus Family Office
Texas
$380K
SWP
658
Semus Wealth Partners
Florida
$377K
CA
659
Continuum Advisory
Idaho
$376K
ST
660
Smithfield Trust
Pennsylvania
$375K
LCM
661
Lunt Capital Management
Utah
$374K
EA
662
Ergawealth Advisors
Illinois
$372K
AIP
663
Almanack Investment Partners
Pennsylvania
$370K
FA
664
Fedenia Advisers
Wisconsin
$369K
CFA
665
Cahill Financial Advisors
Minnesota
$369K
HWM
666
Hemington Wealth Management
Virginia
$368K
SP
667
Successful Portfolios
Florida
$362K
WANY
668
Wealthspire Advisors (New York)
New York
$357K
AA
669
Advisory Alpha
Michigan
$355K
JSL
670
JT Stratford LLC
Georgia
$353K
JCFM
671
JBR Co Financial Management
Oklahoma
$353K
JJBC
672
James J. Burns & Company
New York
$351K
M1FG
673
Mach-1 Financial Group
Arkansas
$350K
IAS
674
Integrity Advisory Solutions
Texas
$350K
MT
675
Midwest Trust
Kansas
$345K