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iShares MSCI USA Momentum Factor ETF

682 hedge funds and large institutions have $9.65B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 193 increasing their positions, 258 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+45
Holders Change %
+7.06%
% of All Funds
9.89%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.62%
New
115
Increased
193
Reduced
258
Closed
55
Calls
$32.3M
Puts
$643M
Net Calls
-$611M
Net Calls Change
-$614M
Name Holding Trade Value Shares
Change
Shares
Change %
Marshall Wace
251
Marshall Wace
United Kingdom
$1.31M -$1.62M -8,644 -55%
AA
252
ACT Advisors
North Carolina
$1.3M -$108K -577 -8%
Citigroup
253
Citigroup
New York
$1.28M -$2.37M -12,677 -65%
SMG
254
Smart Money Group
Texas
$1.27M -$40.6K -229 -3%
MWM
255
McNaughton Wealth Management
California
$1.24M -$17.4K -93 -1%
CWP
256
Cyndeo Wealth Partners
Florida
$1.24M +$314K +1,674 +34%
AG
257
Ascent Group
Virginia
$1.23M -$4.31K -23 -0.3%
LF
258
Lee Financial
Texas
$1.23M -$372K -1,985 -23%
FTDI
259
First Trust Direct Indexing
Massachusetts
$1.22M +$1.22M +6,503 New
QC
260
Quent Capital
New York
$1.22M -$90.7K -484 -7%
NRW
261
Nova R Wealth
Kansas
$1.22M -$306K -1,635 -20%
CCFM
262
Clear Creek Financial Management
Washington
$1.2M +$238K +1,270 +25%
TFS
263
Thoroughbred Financial Services
Tennessee
$1.19M -$65.5K -350 -5%
DADC
264
D.A. Davidson & Co
Montana
$1.19M -$2.49M -13,295 -68%
AWE
265
Avidian Wealth Enterprises
Texas
$1.18M -$293K -1,566 -20%
OPWM
266
Oakwell Private Wealth Management
Texas
$1.18M
RSWM
267
Robertson Stephens Wealth Management
California
$1.17M -$268K -1,433 -19%
CD
268
Chapin Davis
Maryland
$1.16M +$1.16M +6,200 New
CFAM
269
Center For Asset Management
Florida
$1.15M -$98K -523 -8%
BRWA
270
B. Riley Wealth Advisors
Florida
$1.15M +$320K +2,285 +38%
EIA
271
Eldridge Investment Advisors
New Hampshire
$1.15M
FWM
272
Fortress Wealth Management
California
$1.15M -$710K -3,791 -38%
PA
273
PFG Advisors
Arizona
$1.15M -$54K -288 -4%
MW
274
Marcum Wealth
Ohio
$1.15M -$107K -572 -9%
CWA
275
Centennial Wealth Advisory
Michigan
$1.15M +$1.15M +6,115 New