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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 %
KFGK
276
Keystone Financial Group (Kentucky)
Kentucky
$1.09M +$1.09M +5,386 New
PS
277
Planned Solutions
California
$1.09M +$203 +1 +0%
Thrivent Financial for Lutherans
278
Thrivent Financial for Lutherans
Minnesota
$1.08M -$350K -1,725 -24%
PA
279
PFG Advisors
Arizona
$1.08M -$59.8K -295 -5%
FWM
280
Focused Wealth Management
New York
$1.08M -$203 -1 -0%
GSC
281
G&S Capital
Colorado
$1.07M -$782K -3,858 -42%
MCA
282
Magnolia Capital Advisors
Mississippi
$1.04M -$7.3K -36 -0.7%
FNBTCON
283
First National Bank & Trust Co of Newtown
Pennsylvania
$1.02M -$6.08K -30 -0.6%
UCFA
284
United Capital Financial Advisors
Texas
$1.01M +$30.2K +149 +3%
Northern Trust
285
Northern Trust
Illinois
$1M +$676K +3,333 +208%
FFA
286
Fragasso Financial Advisors
Pennsylvania
$961K -$22.7K -112 -2%
SPA
287
Shore Point Advisors
New Jersey
$959K +$17.4K +86 +2%
DFCM
288
Dark Forest Capital Management
Puerto Rico
$954K -$473K -2,334 -33%
EFL
289
ERn Financial LLC
Wisconsin
$954K
VCA
290
Verdence Capital Advisors
Maryland
$941K
GLA
291
Good Life Advisors
Pennsylvania
$898K +$441K +2,176 +97%
AP
292
Aspect Partners
Virginia
$898K +$406 +2 +0%
BEI
293
Benjamin Edwards Inc
Missouri
$881K +$881K +4,345 New
VFA
294
Valeo Financial Advisors
Indiana
$873K -$2.23K -11 -0.3%
MWM
295
Mosley Wealth Management
California
$864K +$73.9K +354 +9%
Financial Engines Advisors
296
Financial Engines Advisors
California
$863K +$33.9K +167 +4%
LF
297
Lee Financial
Texas
$860K -$45K -222 -5%
KSWA
298
Kathleen S. Wright Associates
Pennsylvania
$858K -$10.7K -53 -1%
FCFC
299
First Citizens Financial Corp
Iowa
$844K -$69.7K -344 -8%
EH
300
Equitable Holdings
New York
$836K -$377K -1,857 -31%