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
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 820.8%
0.1%
$6.606M
31,924 shares@ 206.93 avg price
Dalyce Young Tinoco@Cva Family Office, Llc
Recent Activity
Increased 0.09%
0.6%
$3.748M
18,111 shares@ 206.93 avg price
Michael Schremser@Tsfg, Llc
Recent Activity
Increased 111135.72%
0.67%
$3.222M
15,573 shares@ 206.9 avg price
John DeSimone@Peddock Capital Advisors, Llc
Recent Activity
Increased 5.95%
0.77%
$3.193M
15,429 shares@ 206.93 avg price
travis weaver@Weaver Consulting Group
Recent Activity
Increased 0.1%
0.75%
$2.425M
11,721 shares@ 206.92 avg price
Andy Peters@Goldstein Advisors, Llc
Recent Activity
Increased 0.3%
0.3%
$2.046M
9,889 shares@ 206.93 avg price
Todd Chyba@Trust Co
Recent Activity
Increased 3.41%
0.24%
$2.034M
9,833 shares@ 206.9 avg price
Theresa Fanning@Clarus Wealth Advisors
Recent Activity
Increased 5.81%
0.89%
$1.769M
8,551 shares@ 206.85 avg price
Jim R Kennedy@Smart Money Group Llc
Recent Activity
Increased 0.35%
0.52%
$1.489M
7,198 shares@ 206.91 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 14.62%
0.15%
$1.471M
7,107 shares@ 206.93 avg price