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
Dominic Corabi@Wedmont Private Capital
Recent Activity
Increased 9.32%
0.03%
$408,016
1,972 shares@ 206.91 avg price
Kristie R. Furseth@Bowman & Co S.c.
Recent Activity
Decreased -5.7%
0.21%
$400,175
1,934 shares@ 206.92 avg price
Stephanie West@Org Wealth Partners, Llc
Recent Activity
Increased 37.18%
0.13%
$389,399
1,882 shares@ 206.91 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Increased 29.85%
0.05%
$385,265
1,862 shares@ 206.91 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
Decreased -4.86%
0.11%
$375,989
1,817 shares@ 206.93 avg price
Christina Walsh@Alpha Cubed Investments, Llc
Recent Activity
Increased 0.06%
0.02%
$366,976
1,774 shares@ 206.87 avg price
George McBlane@Central Pacific Bank - Trust Division
Recent Activity
Decreased -76.9%
0.05%
$357,144
1,726 shares@ 206.93 avg price
Doug Moe@Teamwork Financial Advisors, Llc
Recent Activity
Decreased -24.01%
0.05%
$354,820
1,715 shares@ 206.9 avg price
Jason MacGregor@Minichmacgregor Wealth Management, Llc
Recent Activity
Increased 0.54%
0.08%
$348,660
1,685 shares@ 206.92 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 18.68%
0.01%
$345,787
1,671 shares@ 206.94 avg price