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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 %
CFG
251
Cooper Financial Group
California
$1.01M +$1.01M +9,487 New
TFS
252
Thoroughbred Financial Services
Tennessee
$1M +$162K +1,521 +19%
OAM
253
Occidental Asset Management
California
$971K +$971K +9,123 New
BWP
254
Bernardo Wealth Planning
Pennsylvania
$967K -$230K -2,166 -19%
MCA
255
Magnolia Capital Advisors
Mississippi
$963K -$4.18M -39,234 -81%
TCA
256
Transcend Capital Advisors
New Jersey
$960K +$960K +9,015 New
VWA
257
V Wealth Advisors
Kansas
$959K +$308K +2,889 +47%
WA
258
Winfield Associates
Ohio
$956K -$42.6K -400 -4%
PA
259
Pinnacle Associates
New York
$954K +$70.7K +664 +8%
BCA
260
Bay Colony Advisors
Massachusetts
$946K +$25.4K +239 +3%
SAG
261
Spotlight Asset Group
Illinois
$944K -$19.6K -184 -2%
PMG
262
ProVise Management Group
Florida
$943K +$63.9K +600 +7%
WC
263
Waterloo Capital
Texas
$938K +$938K +8,806 New
PP
264
Prudential plc
United Kingdom
$935K +$543K +5,100 +139%
WCM
265
WealthBridge Capital Management
Ohio
$931K -$76.7K -720 -8%
VAG
266
VisionPoint Advisory Group
Texas
$921K -$61.3K -575 -6%
FHA
267
First Horizon Advisors
Tennessee
$916K +$6.49K +61 +0.7%
BUB
268
BBVA USA Bancshares
Texas
$914K -$84K -789 -8%
CWA
269
Clarus Wealth Advisors
Arizona
$914K +$206K +2,037 +29%
EP
270
Eudaimonia Partners
Tennessee
$908K -$543K -5,097 -37%
FSA
271
Financial Sense Advisors
California
$901K -$12M -113,088 -93%
FWP
272
FAS Wealth Partners
Kansas
$899K -$32.8K -308 -4%
PWA
273
Physician Wealth Advisors
Utah
$884K -$114K -983 -11%
Chevy Chase Trust
274
Chevy Chase Trust
Maryland
$858K -$34.1K -320 -4%
NFG
275
NewFocus Financial Group
Washington
$846K