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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 %
Allianz Asset Management
326
Allianz Asset Management
Germany
$474K +$474K +4,449 New
CIR
327
Clear Investment Research
Georgia
$470K +$122K +1,148 +35%
SWAG
328
Spectrum Wealth Advisory Group
California
$467K -$65.4K -612 -12%
CWS
329
Cypress Wealth Services
California
$466K +$28.5K +268 +7%
BFEC
330
Benjamin F. Edwards & Company
Missouri
$462K -$6.28K -59 -1%
CA
331
Continuum Advisory
Idaho
$458K -$14.7K -145 -3%
SF
332
Synovus Financial
Georgia
$442K +$442K +4,158 New
BFA
333
Beacon Financial Advisory
Ohio
$440K +$10.6K +100 +2%
VFA
334
Valeo Financial Advisors
Indiana
$426K +$215K +1,942 +102%
BAM
335
Belpointe Asset Management
Nevada
$420K -$249K -2,335 -37%
SFM
336
Signet Financial Management
New Jersey
$419K +$29.6K +244 +8%
KA
337
Kovack Advisors
Florida
$413K -$219K -2,057 -35%
AB
338
Atlas Brown
Kentucky
$410K +$5.43K +51 +1%
VAS
339
Vestmark Advisory Solutions
Massachusetts
$410K +$410K +3,853 New
NFG
340
Noven Financial Group
Colorado
$403K
AF
341
Advisornet Financial
Minnesota
$400K -$487K -4,577 -55%
PCIG
342
Partners Capital Investment Group
Massachusetts
$398K
Northern Trust
343
Northern Trust
Illinois
$396K +$111K +1,039 +39%
BAAM
344
Baker Avenue Asset Management
California
$388K -$1.58M -14,873 -80%
BS
345
Banco Santander
Spain
$383K +$383K +3,600 New
AMCA
346
Arthur M. Cohen & Associates
Illinois
$377K
WKWM
347
Walter & Keenan Wealth Management
Indiana
$377K +$377K +3,718 New
IFWM
348
Institute for Wealth Management
Colorado
$376K -$13.5K -127 -3%
SC
349
Scotia Capital
Ontario, Canada
$372K +$47.5K +447 +15%
CFA
350
Cahill Financial Advisors
Minnesota
$359K +$359K +3,368 New