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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
CTC
826
Central Trust Company
Missouri
$133K
CI
827
CX Institutional
Indiana
$132K
CA
828
Crewe Advisors
Utah
$132K
TCM
829
TD Capital Management
Tennessee
$122K
LBC
830
Lowe Brockenbrough & Co
Virginia
$117K
CFP
831
Comprehensive Financial Planning
Pennsylvania
$111K
RFS
832
Richardson Financial Services
Massachusetts
$107K
TCOV
833
Trust Company of Vermont
Vermont
$105K
SRCM
834
Signature Resources Capital Management
California
$103K
WCM
835
Winthrop Capital Management
Indiana
$101K
TFG
836
Team Financial Group
California
$89.9K
NRC
837
New Republic Capital
North Carolina
$89.7K
PFBT
838
Parkside Financial Bank & Trust
Missouri
$88.7K
WIM
839
Westside Investment Management
California
$88.7K
PAI
840
Pittenger & Anderson Inc
Nebraska
$86.7K
SGK
841
Steigerwald Gordon & Koch
Virginia
$84.9K
STB
842
S&T Bank
Pennsylvania
$82.8K
FPF
843
First Pacific Financial
Washington
$81.7K
RWM
844
RMG Wealth Management
Wisconsin
$76.3K
SIC
845
Salem Investment Counselors
North Carolina
$74.1K
HBW
846
Hazlett, Burt & Watson
West Virginia
$74K
HFS
847
Hantz Financial Services
Michigan
$70K
CCM
848
Cloud Capital Management
Washington
$68K
Q1WB
849
Quest 10 Wealth Builders
Virginia
$68K
CB
850
CNB Bank
Pennsylvania
$67.4K