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iShares MSCI USA Momentum Factor ETF

497 hedge funds and large institutions have $5.78B invested in iShares MSCI USA Momentum Factor ETF in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 174 increasing their positions, 196 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
-15
Holders Change %
-2.93%
% of All Funds
10.98%
Holding in Top 10
84
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5%
% of All Funds
1.86%
New
76
Increased
174
Reduced
196
Closed
85
Calls
$1.37M
Puts
$19.2M
Net Calls
-$17.8M
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
226
Mutual Advisors
Nebraska
$1.45M -$135K -1,269 -9%
AAS
227
Avantax Advisory Services
Texas
$1.44M -$204K -1,917 -12%
RJT
228
Raymond James Trust
Florida
$1.41M +$1.09M +10,236 +339%
HH
229
Hilltop Holdings
Texas
$1.37M -$266K -2,501 -16%
Invesco
230
Invesco
Georgia
$1.36M -$542K -5,090 -28%
MIFH
231
Migdal Insurance & Financial Holdings
Israel
$1.35M -$140K -1,312 -9%
SBIA
232
Sheaff Brock Investment Advisors
Indiana
$1.32M -$756K -7,097 -36%
VHAM
233
Van Hulzen Asset Management
California
$1.29M -$35.7K -335 -3%
CBFP
234
Cedar Brook Financial Partners
Ohio
$1.28M +$52.1K +489 +4%
UWM
235
USAdvisors Wealth Management
Minnesota
$1.28M +$824K +7,740 +181%
AIA
236
Avalon Investment & Advisory
Texas
$1.28M +$689K +6,470 +118%
SXL
237
Summit X LLC
Missouri
$1.27M +$197K +1,850 +18%
EH
238
Equitable Holdings
New York
$1.26M +$224K +2,103 +22%
CIAS
239
Capital Investment Advisory Services
North Carolina
$1.2M -$6.72M -63,095 -85%
LS
240
Leelyn Smith
Illinois
$1.2M +$73.2K +688 +7%
CCMG
241
Clark Capital Management Group
Pennsylvania
$1.16M -$1.81M -16,979 -61%
TRCT
242
Tower Research Capital (TRC)
New York
$1.16M -$1.47M -13,788 -56%
Brown Advisory
243
Brown Advisory
Maryland
$1.14M -$37.4K -351 -3%
3AM
244
3D Asset Management
Connecticut
$1.11M -$622K -5,838 -36%
WIA
245
World Investment Advisors
California
$1.09M +$235K +2,204 +27%
PAA
246
Peregrine Asset Advisers
Oregon
$1.08M +$693K +6,508 +181%
IA
247
IFP Advisors
Florida
$1.07M +$426K +3,919 +66%
WPIC
248
White Pine Investment Company
Michigan
$1.07M +$312K +2,925 +41%
PAI
249
Pittenger & Anderson Inc
Nebraska
$1.03M +$26.6K +250 +3%
Koshinski Asset Management
250
Koshinski Asset Management
Illinois
$1.02M +$5.54K +52 +0.5%