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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
776
Prosperity Wealth Management
California
$225K
FCH
777
Freestone Capital Holdings
Washington
$223K
LFA
778
LGT Financial Advisors
Texas
$221K
HIP
779
HUB Investment Partners
Texas
$221K
SWA
780
Strategies Wealth Advisors
Michigan
$220K
WIM
781
WealthPlan Investment Management
Nebraska
$218K
WTFG
782
Wood Tarver Financial Group
Idaho
$218K
AWM
783
Atticus Wealth Management
Florida
$217K
LS
784
Leelyn Smith
Illinois
$216K
TVAMP
785
Tennessee Valley Asset Management Partners
Tennessee
$215K
FFA
786
Founders Financial Alliance
North Carolina
$214K
FPB
787
First PREMIER Bank
South Dakota
$214K
BW
788
BostonPremier Wealth
Massachusetts
$213K
PFGIA
789
Patriot Financial Group Insurance Agency
Massachusetts
$212K
OAM
790
Occidental Asset Management
California
$211K
FA
791
Faithward Advisors
Pennsylvania
$211K
BCI
792
Blue Capital Inc
Nebraska
$211K
HIS
793
Harvest Investment Services
Illinois
$211K
TF
794
TME Financial
California
$211K
CWM
795
Certus Wealth Management
California
$209K
NW
796
NewEdge Wealth
Pennsylvania
$208K
SA
797
Sonoma Allocations
California
$208K
CFA
798
Camarda Financial Advisors
Florida
$208K
BCWM
799
Bartlett & Co Wealth Management
Ohio
$208K
IIA
800
IPG Investment Advisors
California
$207K