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
Todd Chyba@Trust Co
Recent Activity
Increased 3.41%
0.24%
$2.034M
9,833 shares@ 206.9 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
Theresa Fanning@Clarus Wealth Advisors
Recent Activity
Increased 5.81%
0.89%
$1.769M
8,551 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
Lora Rommel@Ehrlich Financial Group
Recent Activity
New Position
1.19%
$1.663M
8,039 shares@ 206.93 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -2.74%
0.07%
$1.652M
7,985 shares@ 206.94 avg price
James Marsden@Apeiron Ria Llc
Recent Activity
New Position
0.44%
$1.564M
7,560 shares@ 206.92 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
Stephanie West@Org Partners Llc
Recent Activity
Increased 109.37%
0.2%
$1.453M
7,022 shares@ 206.92 avg price