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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
AI
726
Accredited Investors
Minnesota
$270K
BP
727
BBR Partners
New York
$268K
NCM
728
NCM Capital Management
New Jersey
$268K
MIC
729
Meridian Investment Counsel
California
$267K
CB
730
Cadence Bank
Mississippi
$266K
PWG
731
Portside Wealth Group
Utah
$266K
BHBT
732
Burke & Herbert Bank & Trust
Virginia
$266K
SIAS
733
Summit Investment Advisory Services
Minnesota
$266K
SCM
734
Saxony Capital Management
Missouri
$265K
ECM
735
Evergreen Capital Management
Washington
$265K
GPW
736
Gentry Private Wealth
Kansas
$264K
IA
737
Intellus Advisors
Florida
$264K
VAG
738
VisionPoint Advisory Group
Texas
$264K
KBFS
739
Kohmann Bosshard Financial Services
Ohio
$264K
SWM
740
Stonebridge Wealth Management
Illinois
$264K
DWM
741
Darwin Wealth Management
Florida
$262K
PWAM
742
Private Wealth Asset Management
Iowa
$261K
TA
743
TKG Advisors
Indiana
$260K
TPWA
744
TRUE Private Wealth Advisors
Oregon
$260K
RFA
745
Resurgent Financial Advisors
Georgia
$259K
TC
746
TownSquare Capital
Utah
$258K
ZF
747
Zhang Financial
Michigan
$256K
SAM
748
Strategy Asset Managers
California
$255K
GWM
749
Gibbs Wealth Management
Georgia
$252K
PCM
750
Poehling Capital Management
Wisconsin
$251K