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iShares MSCI USA Momentum Factor ETF

691 hedge funds and large institutions have $10B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 195 increasing their positions, 296 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $9.65B → $10B (+$387M)

34% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 296

85% less call options, than puts

Call options by funds: $25.7M | Put options by funds: $174M

Holders
691
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25.7M
Puts
$174M
Net Calls
Net Calls Change

Top Buyers

1 +$165M
2 +$58.7M
3 +$41.4M
4
SP
Symmetry Partners
Connecticut
+$40.7M
5
Goldman Sachs
Goldman Sachs
New York
+$40.1M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$1.54B
2
$1.46B
3
$476M
4
$358M
5
$316M
6
$294M
7
$279M
8
$252M
9
$229M
10
$217M
11
$214M
12
$204M
13
$199M
14
$162M
15
$139M
16
$131M
17
$128M
18
$118M
19
$118M
20
$117M
21
$111M
22
$106M
23
$105M
24
$99.8M
25
$95.1M