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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 %
QC
301
Quadrature Capital
United Kingdom
$918K +$918K +4,900 New
IWP
302
IAG Wealth Partners
Wisconsin
$909K -$179K -955 -16%
EFL
303
ERn Financial LLC
Wisconsin
$908K -$14.1K -75 -2%
WC
304
Waterloo Capital
Texas
$879K +$263K +1,406 +43%
VCA
305
Verdence Capital Advisors
Maryland
$872K +$2.81K +15 +0.3%
FNBTCON
306
First National Bank & Trust Co of Newtown
Pennsylvania
$867K +$12.2K +65 +1%
SPA
307
Shore Point Advisors
New Jersey
$859K -$42K -224 -5%
AP
308
Aspect Partners
Virginia
$829K +$187 +1 +0%
BSW
309
Buckingham Strategic Wealth
Missouri
$819K -$147K -782 -15%
BFG
310
Baron Financial Group
New Jersey
$786K -$1.76M -9,420 -69%
SCA
311
Snowden Capital Advisors
New York
$775K -$3.93K -21 -0.5%
ZIM
312
Zacks Investment Management
Illinois
$772K -$102K -546 -12%
JWBC
313
John W. Brooker & Co
California
$771K -$71.4K -381 -8%
VFA
314
Valeo Financial Advisors
Indiana
$769K -$10.3K -58 -1%
EFG
315
Ethos Financial Group
Pennsylvania
$753K +$753K +4,020 New
SWM
316
Silverlake Wealth Management
Vermont
$749K -$91.8K -490 -11%
BCM
317
Brookstone Capital Management
Illinois
$748K -$6.93K -37 -0.9%
TSWM
318
Tyler-Stone Wealth Management
Ohio
$745K -$39.3K -210 -5%
LSA
319
Lansing Street Advisors
Pennsylvania
$745K -$294K -1,571 -28%
BB
320
Busey Bank
Illinois
$745K -$87.1K -465 -10%
SFO
321
Stokes Family Office
Louisiana
$742K -$5.06K -27 -0.7%
MWM
322
Modera Wealth Management
New Jersey
$742K +$27K +144 +4%
AWA
323
Archvest Wealth Advisors
California
$738K +$738K +3,934 New
9WM
324
9258 Wealth Management
Ohio
$729K
CA
325
CGN Advisors
Kansas
$721K +$27.4K +146 +4%