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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
IA
176
IFG Advisory
Georgia
$6.27M
PFG
177
PAX Financial Group
Texas
$6.23M
CAM
178
Cozad Asset Management
Illinois
$6.17M
SRC
179
Shufro Rose & Co
New York
$6.17M
GIA
180
Gladstone Institutional Advisory
Florida
$6.12M
UA
181
Unison Advisors
District of Columbia
$6.09M
PCIA
182
Prime Capital Investment Advisors
Kansas
$6.04M
TWM
183
Tradition Wealth Management
Minnesota
$5.99M
AWM
184
Apollon Wealth Management
South Carolina
$5.83M
TL
185
Tradewinds LLC
North Carolina
$5.82M
PFA
186
Professional Financial Advisors
Nebraska
$5.82M
SKK
187
Shepherd Kaplan Krochuk
Massachusetts
$5.78M
MCA
188
Midwest Capital Advisors
Michigan
$5.76M
BFG
189
Beacon Financial Group
Texas
$5.7M
JWCA
190
J.W. Cole Advisors
Florida
$5.69M
UWP
191
Uniting Wealth Partners
Kansas
$5.49M
SWA
192
Sax Wealth Advisors
New Jersey
$5.44M
FPW
193
Fairvoy Private Wealth
Alabama
$5.39M
RIA
194
Regal Investment Advisors
Michigan
$5.35M
WA
195
Wealth Alliance
New York
$5.34M
VT
196
Vise Technologies
New York
$5.3M
OAP
197
One Advisory Partners
Kansas
$5.27M
VAS
198
Vestmark Advisory Solutions
Massachusetts
$5.22M
FBFS
199
First Business Financial Services
Wisconsin
$5.21M
VA
200
VestGen Advisors
Illinois
$5.13M