MTUM icon

iShares MSCI USA Momentum Factor ETF

637 hedge funds and large institutions have $7.71B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 139 increasing their positions, 307 reducing their positions, and 59 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

3% more funds holding

Funds holding: 616637 (+21)

9% less funds holding in top 10

Funds holding in top 10: 4339 (-4)

55% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 307

Holders
637
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.96M
Puts
$2.18M
Net Calls
Net Calls Change

Top Sellers

1 -$323M
2 -$30.5M
3 -$29.8M
4
BlackRock
BlackRock
New York
-$26.4M
5
Bank of America
Bank of America
North Carolina
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$9.29M
77
$9.18M
78
$9.03M
79
$8.96M
80
$8.79M
81
$8.79M
82
$8.68M
83
$8.14M
84
$8.03M
85
$7.71M
86
$7.67M
87
$7.33M
88
$7.23M
89
$7.21M
90
$7.15M
91
$6.99M
92
$6.89M
93
$6.7M
94
$6.66M
95
$6.54M
96
$6.43M
97
$6.37M
98
$6.35M
99
$6.23M
100
$6.21M