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iShares MSCI USA Momentum Factor ETF

871 hedge funds and large institutions have $13.1B invested in iShares MSCI USA Momentum Factor ETF in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 351 increasing their positions, 295 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

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:

3% less capital invested

Capital invested by funds: $13.4B → $13.1B (-$349M)

6.69% less ownership

Funds ownership: 101.29%94.6% (-6.7%)

9% less funds holding in top 10

Funds holding in top 10: 4642 (-4)

Holders
871
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$311M
Puts
$106M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
801
Halbert Hargrove Global Advisors
California
$32.5K
NB
802
NBT Bank
New York
$31.3K
ICM
803
Islay Capital Management
Texas
$30.3K
CWM
804
Compass Wealth Management
Connecticut
$30.1K
GI
805
GAMMA Investing
California
$30.1K
CPG
806
Cornerstone Planning Group
New Jersey
$29.8K
PMFA
807
Plante Moran Financial Advisors
Michigan
$28.8K
NCM
808
Northwest Capital Management
Oregon
$27.7K
AT
809
Arlington Trust
Alabama
$26.5K
MIFH
810
Migdal Insurance & Financial Holdings
Israel
$26K
OA
811
Operose Advisors
Wisconsin
$25.7K
CFB
812
Cullen/Frost Bankers
Texas
$25.7K
PAG
813
Paladin Advisory Group
Iowa
$24.7K
FFO
814
Fortitude Family Office
Arizona
$24.7K
DSC
815
Duncker Streett & Co
Missouri
$24.3K
FWA
816
FSC Wealth Advisors
New York
$21.7K
CWC
817
Carolinas Wealth Consulting
North Carolina
$21.5K
DF
818
DecisionPoint Financial
Arizona
$20.6K
LWMI
819
Legacy Wealth Management (Idaho)
Idaho
$20.4K
WSC
820
Wellington Shields & Co
New York
$20.2K
FDCP
821
Foster Dykema Cabot & Partners
Massachusetts
$20.2K
AWM
822
AllSquare Wealth Management
New York
$20.2K
PSFG
823
Park Square Financial Group
Georgia
$20.2K
MEG
824
Millstone Evans Group
Colorado
$19K
MPWT
825
MassMutual Private Wealth & Trust
Connecticut
$18.2K