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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 %
MIH
326
Meitav Investment House
Israel
$224K
CW
327
CreativeOne Wealth
Kansas
$222K -$18.7K -167 -8%
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$214K -$151K -1,342 -41%
HFA
329
High Falls Advisors
New York
$213K +$213K +1,897 New
OFG
330
OmniStar Financial Group
North Carolina
$207K -$169K -1,509 -45%
WF
331
WealthTrust Fairport
Ohio
$201K -$642K -5,712 -76%
VFA
332
Valeo Financial Advisors
Indiana
$196K -$207K -1,842 -51%
PCG
333
Private Capital Group
Connecticut
$186K -$211K -1,879 -53%
SAM
334
Shamrock Asset Management
Texas
$183K +$183K +1,629 New
RIA
335
Realta Investment Advisors
Delaware
$179K +$179K +1,587 New
JCM
336
Jacobi Capital Management
Pennsylvania
$177K
Rockefeller Capital Management
337
Rockefeller Capital Management
New York
$168K +$168K +1,496 New
AA
338
Advisory Alpha
Michigan
$147K +$147K +1,304 New
BBA
339
Braun-Bostich & Associates
Pennsylvania
$145K -$1.02M -9,138 -88%
IFAM
340
Institutional & Family Asset Management
Colorado
$114K +$34.2K +305 +43%
GTAM
341
Global Trust Asset Management
Florida
$108K +$1.8K +16 +2%
APSP
342
Asset Planning Services (Pennsylvania)
Pennsylvania
$102K -$224 -2 -0.2%
CMO
343
Covenant Multifamily Offices
Texas
$99K +$99K +885 New
William Blair & Company
344
William Blair & Company
Illinois
$96K +$19.1K +171 +25%
APC
345
Aspire Private Capital
North Carolina
$95K -$106K -946 -53%
FPB
346
First PREMIER Bank
South Dakota
$94K
CF
347
Centaurus Financial
California
$91.4K +$8.38K +940 +10%
ASN
348
Advisory Services Network
Georgia
$88K -$5.62M -49,991 -98%
HNB
349
Huntington National Bank
Ohio
$81K -$219K
HFM
350
Hartford Financial Management
Connecticut
$81K