MTUM

Ishares Msci Usa Momentum Fa

Latest period2024 - Q4Total superinvestors131

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
LEONID BERLINE@Armstrong Advisory Group, Inc Recent Activity Increased 0.04%	0.06%	$632,726 3,058 shares@ 206.91 avg price	Increased 0.04%
Jay Richards@Investment Advisory Group, Llc Recent Activity Increased 0.04%	0.2%	$576,602 2,787 shares@ 206.89 avg price	Increased 0.04%
John Hayes@Longview Wealth Management Recent Activity Increased 2.02%	0.18%	$564,685 2,729 shares@ 206.93 avg price	Increased 2.02%
Phillip G. Trueblood@Trueblood Wealth Management, Llc Recent Activity Increased 38.66%	0.27%	$541,096 2,615 shares@ 206.93 avg price	Increased 38.66%
BRIAN RALEIGH@Raleigh Capital Management Inc. Recent Activity Increased 8866.67%	0.2%	$500,875 2,421 shares@ 206.89 avg price	Increased 8866.67%
Jessica Salas@Umb Bank, N.a. Recent Activity Increased 45.09%	0.01%	$452,120 2,185 shares@ 206.92 avg price	Increased 45.09%
Cherri Lamkin@Atlas Brown,inc. Recent Activity Increased 1.63%	0.15%	$414,661 2,004 shares@ 206.92 avg price	Increased 1.63%
Ronald Lenihan@Seacrest Wealth Management, Llc Recent Activity Increased 5.56%	0.05%	$408,589 1,975 shares@ 206.89 avg price	Increased 5.56%
Dominic Corabi@Wedmont Private Capital Recent Activity Increased 9.32%	0.03%	$408,016 1,972 shares@ 206.91 avg price	Increased 9.32%
Stephanie West@Org Wealth Partners, Llc Recent Activity Increased 37.18%	0.13%	$389,399 1,882 shares@ 206.91 avg price	Increased 37.18%