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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
AA
851
Ancora Advisors
Ohio
$67.2K
TWC
852
TD Waterhouse Canada
Ontario, Canada
$64K
IW
853
Imprint Wealth
South Carolina
$62.8K
RIA
854
Realta Investment Advisors
Delaware
$62.3K
HNB
855
Hilltop National Bank
Wyoming
$59K
RFG
856
REAP Financial Group
Texas
$58.7K
MPWT
857
MassMutual Private Wealth & Trust
Connecticut
$57.4K
NRWA
858
North Ridge Wealth Advisors
Oregon
$56.9K
GI
859
GAMMA Investing
California
$55.4K
MAS
860
MPWM Advisory Solutions
Georgia
$55.1K
WSC
861
Wellington Shields & Co
New York
$51.3K
FIM
862
FWL Investment Management
Texas
$51.3K
OA
863
Operose Advisors
Wisconsin
$47.7K
FCT
864
Family Capital Trust
Massachusetts
$45.1K
AWM
865
Abound Wealth Management
Tennessee
$44.7K
HPC
866
HM Payson & Co
Maine
$43.9K
LC
867
Luminist Capital
Michigan
$43.5K
YDMI
868
Y.D. More Investments
Israel
$43.3K
BL
869
BFSG LLC
California
$42.6K
TLA
870
Tanglewood Legacy Advisors
Texas
$42.3K
AG
871
AmeriFlex Group
Nevada
$41.6K
HHGA
872
Halbert Hargrove Global Advisors
California
$41.3K
HIA
873
Harbor Investment Advisory
Maryland
$39.8K
NB
874
NBT Bank
New York
$39.8K
ICM
875
Islay Capital Management
Texas
$38.5K