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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 %
CFG
276
CMC Financial Group
Georgia
$424K +$424K +3,780 New
CIR
277
Clear Investment Research
Georgia
$420K -$15K -134 -3%
IFWM
278
Institute for Wealth Management
Colorado
$417K -$28.5K -254 -6%
AMCA
279
Arthur M. Cohen & Associates
Illinois
$417K
WS
280
Wedbush Securities
California
$414K +$414K +3,689 New
MSAM
281
Moloney Securities Asset Management
Missouri
$404K -$11.7K -104 -3%
NFG
282
Noven Financial Group
Colorado
$404K +$1.46K +13 +0.4%
FPGK
283
Financial Partners Group (Kansas)
Kansas
$402K -$25.8K -230 -6%
BHB
284
Bank Hapoalim BM
Israel
$390K -$30.5K -272 -7%
SBSB
285
Sullivan, Bruyette, Speros & Blaney
Virginia
$384K +$384K +3,421 New
CAL
286
Capital Advisors Ltd
Ohio
$380K -$99.1K -884 -21%
SG
287
StoneX Group
New York
$376K +$34.2K +305 +10%
PP
288
Prudential plc
United Kingdom
$370K +$146K +1,300 +65%
LRIA
289
Leonard Rickey Investment Advisors
Washington
$367K -$2.02K -18 -0.5%
AUB
290
Atlantic Union Bankshares
Virginia
$359K +$359K +3,200 New
S
291
SignatureFD
Georgia
$355K -$33.2K -296 -9%
WA
292
Winfield Associates
Ohio
$352K +$352K +3,142 New
CA
293
Continuum Advisory
Idaho
$346K +$28.1K +250 +9%
OWA
294
Outlook Wealth Advisors
Texas
$345K +$345K +3,073 New
Creative Planning
295
Creative Planning
Kansas
$341K -$326K -2,906 -49%
LWM
296
Liberty Wealth Management
California
$341K -$244K -2,179 -42%
KA
297
Kovack Advisors
Florida
$338K +$338K +3,010 New
BHWM
298
Bay Harbor Wealth Management
Maryland
$334K -$149K -1,325 -31%
AB
299
Atlas Brown
Kentucky
$325K +$36.9K +329 +13%
MOS
300
MGO One Seven
Ohio
$322K -$226K -2,018 -41%