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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 %
MGIA
276
Moneta Group Investment Advisors
Missouri
$839K +$839K +7,879 New
WIA
277
Wealthstreet Investment Advisors
Texas
$828K -$61.2K -575 -7%
HCA
278
Heck Capital Advisors
Wisconsin
$796K -$128K -1,199 -14%
MFGP
279
Marshall Financial Group (Pennsylvania)
Pennsylvania
$790K +$551K +5,172 +230%
PWMAG
280
Pinnacle Wealth Management Advisory Group
New Jersey
$776K +$29.3K +275 +4%
TFA
281
Teamwork Financial Advisors
Texas
$776K +$70.7K +664 +10%
MWA
282
Meridian Wealth Advisors
Texas
$774K -$2.93M -27,515 -79%
SW
283
SVB Wealth
Massachusetts
$771K
JWBC
284
John W. Brooker & Co
California
$756K +$116K +1,088 +18%
GT
285
Greenleaf Trust
Michigan
$745K +$745K +7,000 New
WCG
286
Weaver Consulting Group
California
$739K -$48.5K -455 -6%
SCA
287
Snowden Capital Advisors
New York
$732K -$9.26K -87 -1%
RF
288
RHS Financial
California
$709K -$201K -1,890 -22%
LFG
289
LifePlan Financial Group
Ohio
$706K +$21.5K +202 +3%
BIA
290
Biondo Investment Advisors
Pennsylvania
$673K -$426 -4 -0.1%
VCP
291
Verus Capital Partners
Arizona
$668K +$596K +5,590 +822%
MSA
292
Marino Stram & Associates
Massachusetts
$664K -$112K -1,052 -14%
DAS
293
Dynamic Advisor Solutions
Arizona
$662K +$10.2K +96 +2%
SWM
294
SeaCrest Wealth Management
New York
$651K +$29.4K +276 +5%
FHC
295
First Heartland Consultants
Missouri
$639K -$631K -5,923 -50%
TWP
296
TFO Wealth Partners
Ohio
$631K +$631K +5,928 New
Bank of Montreal
297
Bank of Montreal
Ontario, Canada
$626K +$210K +2,046 +51%
WF
298
Welch & Forbes
Massachusetts
$620K
PCM
299
Parsons Capital Management
Rhode Island
$612K +$37K +347 +6%
MWM
300
MBE Wealth Management
Wisconsin
$609K -$429K -4,032 -41%