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iShares MSCI USA Momentum Factor ETF

698 hedge funds and large institutions have $9.57B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 188 increasing their positions, 289 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
10.1%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.52%
New
76
Increased
188
Reduced
289
Closed
62
Calls
$54M
Puts
$158M
Net Calls
-$104M
Net Calls Change
+$44.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SOS
226
Silver Oak Securities
Tennessee
$1.55M +$669K +3,313 +76%
William Blair & Company
227
William Blair & Company
Illinois
$1.54M -$97.9K -483 -6%
BBNB
228
Baker Boyer National Bank
Washington
$1.53M +$1.01K +5 +0.1%
SIS
229
Sound Income Strategies
Florida
$1.52M -$9.94K -49 -0.7%
CPBTD
230
Central Pacific Bank - Trust Division
Hawaii
$1.52M -$145K -717 -9%
MFGP
231
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.51M -$160K -791 -10%
DADC
232
D.A. Davidson & Co
Montana
$1.51M +$207K +1,020 +16%
QC
233
Quent Capital
New York
$1.48M -$2.03K -10 -0.1%
BRWA
234
B. Riley Wealth Advisors
Florida
$1.46M -$773K -3,823 -35%
SMG
235
Smart Money Group
Texas
$1.45M -$3.04K -15 -0.2%
MWM
236
Modera Wealth Management
New Jersey
$1.43M
AQR Capital Management
237
AQR Capital Management
Connecticut
$1.41M +$1.15M +5,674 +437%
SFS
238
Security Financial Services
Indiana
$1.41M -$103K -508 -7%
MCWS
239
McKinley Carter Wealth Services
West Virginia
$1.4M -$91.4K -451 -6%
LWM
240
Lodestone Wealth Management
Washington
$1.4M +$335K +1,650 +31%
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$1.39M -$869K -4,284 -39%
AA
242
ACT Advisors
North Carolina
$1.38M -$7.3K -36 -0.5%
SBIA
243
Sheaff Brock Investment Advisors
Indiana
$1.38M +$125K +617 +10%
TC
244
TownSquare Capital
Utah
$1.36M -$201K -993 -13%
FTDI
245
First Trust Direct Indexing
Massachusetts
$1.36M
OAS
246
Optivise Advisory Services
Tennessee
$1.33M
SAM
247
Smartleaf Asset Management
Massachusetts
$1.32M +$67.9K +336 +5%
CFAM
248
Center For Asset Management
Florida
$1.32M +$35.1K +173 +3%
TFS
249
Thoroughbred Financial Services
Tennessee
$1.32M +$203 +1 +0%
SF
250
Synovus Financial
Georgia
$1.32M -$58K -286 -4%