MTUM

Ishares Msci Usa Momentum Fa

Latest period2024 - Q4Total superinvestors131

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 131 superinvestors own shares of Ishares Msci Usa Momentum Fa (MTUM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Msci Usa Momentum Fa (MTUM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Msci Usa Momentum Fa (MTUM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Msci Usa Momentum Fa (MTUM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Timothy Richards@Apella Capital, Llc
Recent Activity
Decreased -17.87%
2.12%
$55.243M
266,979 shares@ 206.92 avg price
Amy King@Kathmere Capital Management, Llc
Recent Activity
Decreased -0.98%
3.37%
$37.562M
181,530 shares@ 206.93 avg price
Amanda M. Sylvia@Stonehearth Capital Management, Llc
Recent Activity
Decreased -1.02%
14.66%
$36.557M
176,672 shares@ 206.93 avg price
Michael D. Miller@Capital Planning Llc
Recent Activity
Decreased -0.49%
1.93%
$7.34M
35,473 shares@ 206.92 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Decreased -6.37%
0.36%
$4.588M
22,174 shares@ 206.92 avg price
Aryn Sands@Professional Financial Advisors, Llc
Recent Activity
Decreased -0.15%
1.14%
$4.423M
21,375 shares@ 206.93 avg price
TIMOTHY BURKETT@Keeler & Nadler Financial Planning & Wealth Management
Recent Activity
Decreased -7.06%
1.38%
$2.932M
14,170 shares@ 206.93 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Decreased -5.15%
0.16%
$2.403M
11,614 shares@ 206.92 avg price
John Noonan@Great Oak Capital Partners, Llc
Recent Activity
Decreased -24.48%
0.68%
$2.013M
9,731 shares@ 206.85 avg price
Daren Blonski@Fermata Advisors, Llc
Recent Activity
Decreased -25.41%
0.33%
$1.728M
8,350 shares@ 206.92 avg price