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
126
$4.25M
127
$4.21M
128
$4.11M
129
$4.09M
130
$3.99M
131
$3.98M
132
$3.98M
133
$3.94M
134
$3.87M
135
$3.87M
136
$3.62M
137
$3.57M
138
$3.56M
139
$3.46M
140
$3.45M
141
$3.45M
142
$3.43M
143
$3.41M
144
$3.34M
145
$3.27M
146
$3.24M
147
$3.19M
148
$3.09M
149
$3.09M
150
$3.09M