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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
MFIM
1001
Mesirow Financial Investment Management
Illinois
OPCM
1002
Osborne Partners Capital Management
California
OMC
1003
Old Mission Capital
Illinois
APW
1004
Axim Planning & Wealth
Ohio
SC
1005
Stephens Consulting
Michigan
MWP
1006
Momentum Wealth Planning
Florida
CWS
1007
Confluence Wealth Services
Pennsylvania
AC
1008
AlphaCore Capital
California
BIG
1009
Brooklyn Investment Group
New York
PSFG
1010
Park Square Financial Group
Georgia
GC
1011
GFG Capital
Florida
SWA
1012
SOA Wealth Advisors
New York
TIM
1013
Total Investment Management
Arizona
CCMI
1014
Creative Capital Management Investments
California
BCMLT
1015
Beacon Capital Management LLC (Tennessee)
Tennessee
TAM
1016
Townsend Asset Management
North Carolina
GWANC
1017
Guardian Wealth Advisors (North Carolina)
North Carolina
SMA
1018
Sage Mountain Advisors
Georgia
PA
1019
Pineridge Advisors
Missouri
PCA
1020
Providence Capital Advisors
North Carolina
CPA
1021
Cardiff Park Advisors
California
EB
1022
Eastern Bank
Massachusetts
AUB
1023
Atlantic Union Bankshares
Virginia
HI
1024
Horizon Investments
North Carolina
NWM
1025
Nova Wealth Management
Florida