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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
MMCM
876
Murphy & Mullick Capital Management
New York
$37.2K
PMFA
877
Plante Moran Financial Advisors
Michigan
$36.8K
AT
878
Arlington Trust
Alabama
$33.6K
MIFH
879
Migdal Insurance & Financial Holdings
Israel
$33K
CFB
880
Cullen/Frost Bankers
Texas
$32.6K
HR
881
Howe & Rusling
New York
$32.2K
FFO
882
Fortitude Family Office
Arizona
$31.3K
PAG
883
Paladin Advisory Group
Iowa
$31.3K
APW
884
Atlantic Private Wealth
North Carolina
$31K
DSC
885
Duncker Streett & Co
Missouri
$30.8K
UFPG
886
United Financial Planning Group
New York
$28.5K
TFM
887
TFC Financial Management
Massachusetts
$27.7K
TSMHT
888
Thurston Springer Miller Herd & Titak
Indiana
$27.7K
RP
889
Rice Partnership
Hawaii
$26.9K
DF
890
DecisionPoint Financial
Arizona
$26.1K
LWMI
891
Legacy Wealth Management (Idaho)
Idaho
$25.9K
FLFS
892
Family Legacy Financial Solutions
North Carolina
$25.6K
FDCP
893
Foster Dykema Cabot & Partners
Massachusetts
$25.4K
CPBTD
894
Central Pacific Bank - Trust Division
Hawaii
$24.9K
TCM
895
Triumph Capital Management
Colorado
$24.6K
FDW
896
Fourth Dimension Wealth
Ohio
$23.1K
CIR
897
Clear Investment Research
Georgia
$22.3K
RFA
898
Register Financial Advisors
Georgia
$21.8K
TFA
899
Toth Financial Advisory
Virginia
$21K
VWWMG
900
Vermillion & White Wealth Management Group
Pennsylvania
$20.9K