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
151
$3.08M
152
$3.06M
153
$3.05M
154
$3.04M
155
$3M
156
$2.94M
157
$2.92M
158
$2.88M
159
$2.88M
160
$2.82M
161
$2.71M
162
$2.68M
163
$2.61M
164
$2.6M
165
$2.55M
166
$2.54M
167
$2.45M
168
$2.42M
169
$2.36M
170
$2.28M
171
$2.22M
172
$2.21M
173
$2.21M
174
$2.17M
175
$2.14M