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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 %
CIBC World Market
251
CIBC World Market
Ontario, Canada
$618K -$802K -7,144 -56%
CFS
252
CRA Financial Services
New Jersey
$616K
GIM
253
Goelzer Investment Management
Indiana
$615K +$615K +5,485 New
PAI
254
Pittenger & Anderson Inc
Nebraska
$610K +$30.6K +273 +5%
PCM
255
Parsons Capital Management
Rhode Island
$609K +$7.96K +71 +1%
CG
256
Cutler Group
California
$604K +$570K +5,088 +1,696%
MA
257
Mutual Advisors
Nebraska
$603K +$8.86K +79 +1%
BIA
258
Biondo Investment Advisors
Pennsylvania
$593K +$42.6K +380 +8%
RJT
259
Raymond James Trust
Florida
$579K -$368K -3,275 -39%
IFS
260
Ifrah Financial Services
Arkansas
$571K -$8.18K -73 -1%
WP
261
WealthShield Partners
North Carolina
$566K +$142K +1,267 +34%
Franklin Resources
262
Franklin Resources
California
$561K
OPCM
263
Osborne Partners Capital Management
California
$556K +$49.4K +440 +10%
PAS
264
Partnervest Advisory Services
California
$556K +$54.3K +484 +11%
VWA
265
V Wealth Advisors
Kansas
$547K +$114K +1,007 +26%
CBFP
266
Cedar Brook Financial Partners
Ohio
$547K +$192K +1,709 +54%
RCA
267
Rowland Carmichael Advisors
Arizona
$541K +$541K +4,821 New
PPP
268
Private Portfolio Partners
New Jersey
$501K -$691K -6,154 -58%
MBT
269
Montecito Bank & Trust
California
$496K -$345K -3,078 -41%
AIP
270
Ahrens Investment Partners
Louisiana
$495K -$942K -8,405 -66%
MFW
271
Mosaic Family Wealth
Missouri
$490K -$50.1K -447 -9%
PAG
272
Private Advisory Group
Washington
$487K
LA
273
LexAurum Advisors
Kansas
$470K +$89.8K +800 +24%
BFEC
274
Benjamin F. Edwards & Company
Missouri
$458K +$14.8K +132 +3%
AP
275
Arlington Partners
Alabama
$427K +$427K +3,810 New