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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 %
TF
251
Trek Financial
Arizona
$1.31M +$66.3K +327 +5%
BNP Paribas Financial Markets
252
BNP Paribas Financial Markets
France
$1.29M -$1.18M -5,836 -48%
GS
253
GTS Securities
New York
$1.28M -$81.7K -403 -6%
MWM
254
McNaughton Wealth Management
California
$1.28M -$28.8K -142 -2%
OPWM
255
Oakwell Private Wealth Management
Texas
$1.28M
MFG
256
Magnus Financial Group
New York
$1.26M +$22.9K +113 +2%
FPAS
257
Focus Partners Advisor Solutions
Missouri
$1.25M -$7.5K -37 -0.6%
EIA
258
Eldridge Investment Advisors
New Hampshire
$1.25M -$2.21M -10,900 -64%
IWS
259
Insight Wealth Strategies
California
$1.25M -$26.1M -128,887 -95%
CCFM
260
Clear Creek Financial Management
Washington
$1.23M -$235K -1,158 -16%
SC
261
Sierra Capital
Florida
$1.23M
MA
262
Mutual Advisors
Nebraska
$1.22M -$83.8K -405 -6%
NRW
263
Nova R Wealth
Kansas
$1.22M -$61.2K -302 -5%
CD
264
Chapin Davis
Maryland
$1.21M
NAM
265
NTV Asset Management
West Virginia
$1.21M -$6.08K -30 -0.5%
FWM
266
Fortress Wealth Management
California
$1.21M -$42.8K -211 -3%
HW
267
Hancock Whitney
Mississippi
$1.2M
MFG
268
Merit Financial Group
Georgia
$1.2M -$317K -1,561 -21%
MW
269
Marcum Wealth
Ohio
$1.19M -$1.42K -7 -0.1%
MSA
270
Marino Stram & Associates
Massachusetts
$1.16M +$18.5K +91 +2%
MA
271
MONECO Advisors
Connecticut
$1.16M -$29.2K -144 -2%
AAP
272
Arax Advisory Partners
Colorado
$1.15M +$2.03K +10 +0.2%
HWM
273
HB Wealth Management
Georgia
$1.15M -$22.3K -110 -2%
QCM
274
QRG Capital Management
Illinois
$1.11M +$303K +1,495 +37%
MWM
275
Moulton Wealth Management
Washington
$1.1M -$1.28M -6,266 -54%