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
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
Brian Evans@Madrona Financial Services, Llc
Recent Activity
New Position
0.86%
$3.134M
15,144 shares@ 206.92 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
Manuela Diaz@Roundangle Advisors Llc
Recent Activity
New Position
2.56%
$2.681M
12,959 shares@ 206.92 avg price
Stephen Cheifetz@Kades & Cheifetz Llc
Recent Activity
New Position
1.26%
$2.46M
11,891 shares@ 206.92 avg price
travis weaver@Weaver Consulting Group
Recent Activity
Increased 0.1%
0.75%
$2.425M
11,721 shares@ 206.92 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
Jennifer Street@Claro Advisors Llc
Recent Activity
New Position
0.29%
$2.079M
10,048 shares@ 206.94 avg price
Andy Peters@Goldstein Advisors, Llc
Recent Activity
Increased 0.3%
0.3%
$2.046M
9,889 shares@ 206.93 avg price