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iShares MSCI USA Momentum Factor ETF

405 hedge funds and large institutions have $5.51B invested in iShares MSCI USA Momentum Factor ETF in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 156 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
Holders Change %
0%
% of All Funds
8.78%
Holding in Top 10
56
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.75%
% of All Funds
1.21%
New
61
Increased
156
Reduced
149
Closed
52
Calls
$1.21M
Puts
$2.69M
Net Calls
-$1.48M
Net Calls Change
+$857K
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
226
FAS Wealth Partners
Kansas
$981K +$15K +134 +2%
HCA
227
Heck Capital Advisors
Wisconsin
$969K -$7.52K -67 -0.8%
RF
228
RHS Financial
California
$959K
Bank of Nova Scotia
229
Bank of Nova Scotia
Ontario, Canada
$946K +$137K +1,220 +17%
MSA
230
Marino Stram & Associates
Massachusetts
$904K -$73.1K -652 -7%
WIA
231
World Investment Advisors
California
$901K -$3.59K -32 -0.4%
CWS
232
Cypress Wealth Services
California
$848K +$848K +7,557 New
AIP
233
Almanack Investment Partners
Pennsylvania
$842K -$2.75M -24,528 -77%
VWM
234
Venturi Wealth Management
Texas
$815K -$2.08M -18,512 -72%
VAS
235
Vestmark Advisory Solutions
Massachusetts
$814K +$814K +7,260 New
Prudential Financial
236
Prudential Financial
New Jersey
$808K -$107K -958 -12%
PA
237
Pinnacle Associates
New York
$799K +$111K +985 +16%
AFNAS
238
American Financial Network Advisory Services
California
$785K -$1.05M -9,443 -57%
ACM
239
Allred Capital Management
Texas
$770K -$30.6K -272 -4%
CA
240
Corrado Advisors
New Jersey
$741K +$741K +6,601 New
PWMAG
241
Pinnacle Wealth Management Advisory Group
New Jersey
$715K +$111K +985 +18%
WIA
242
Wealthstreet Investment Advisors
Texas
$704K +$704K +6,279 New
AWM
243
Alterna Wealth Management
Texas
$696K +$211K +1,884 +44%
BPWA
244
Beacon Pointe Wealth Advisors
California
$693K +$693K +6,176 New
AIM
245
Advantage Investment Management
Iowa
$677K -$149K -1,333 -18%
MIM
246
Macroview Investment Management
Maryland
$659K +$207K +1,850 +46%
WF
247
Welch & Forbes
Massachusetts
$648K
DMC
248
Drexel Morgan & Co
Pennsylvania
$639K
SWM
249
SeaCrest Wealth Management
New York
$639K +$109K +970 +21%
IA
250
IFP Advisors
Florida
$626K -$3.59M -32,052 -85%