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iShares MSCI USA Momentum Factor ETF

637 hedge funds and large institutions have $7.71B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 139 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
+21
Holders Change %
+3.41%
% of All Funds
9.34%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
92
Increased
139
Reduced
307
Closed
59
Calls
$5.96M
Puts
$2.18M
Net Calls
+$3.78M
Net Calls Change
+$5.53M
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
326
Talisman Wealth Advisors
New Jersey
$526K +$1.88K +12 +0.4%
WLIM
327
White Lighthouse Investment Management
Massachusetts
$522K -$10.5K -67 -2%
N
328
Natixis
France
$521K +$14.3K +91 +3%
TFA
329
Teamwork Financial Advisors
Texas
$519K +$2.2K +14 +0.4%
FA
330
Flagstar Advisors
New York
$516K -$134K -856 -21%
WC
331
Waterloo Capital
Texas
$516K +$40.3K +257 +8%
HIM
332
Hanlon Investment Management
New Jersey
$497K +$497K +3,165 New
IWM
333
Iams Wealth Management
Nebraska
$491K +$491K +3,127 New
IDA
334
Intelligence Driven Advisers
California
$489K -$688K -4,155 -58%
SL
335
Stevard LLC
Illinois
$487K
TWP
336
Tyche Wealth Partners
Texas
$481K +$481K +3,066 New
WP
337
WealthShield Partners
North Carolina
$480K -$56.6K -361 -11%
DWM
338
Dopkins Wealth Management
New York
$477K -$5.33K -34 -1%
ES
339
Eagle Strategies
New York
$472K -$93K -593 -16%
VFG
340
Valley Financial Group
Pennsylvania
$471K +$471K +3,002 New
NS
341
NBC Securities
Alabama
$470K -$44.4K -283 -9%
FM
342
Family Management
New York
$470K +$46.4K +296 +11%
BAM
343
Belpointe Asset Management
Nevada
$467K +$467K +2,978 New
PAS
344
Park Avenue Securities
New York
$467K -$60.2K -384 -11%
O3W
345
Omni 360 Wealth
New Jersey
$465K +$465K +2,965 New
ATC
346
Argent Trust Co
Tennessee
$458K +$13.3K +85 +3%
OPWM
347
Oxinas Partners Wealth Management
Indiana
$457K -$4.39K -28 -1%
SCP
348
Syntal Capital Partners
Texas
$450K -$1.53M -9,776 -77%
IAG
349
Investment Advisory Group
Massachusetts
$449K +$157 +1 +0%
PIA
350
Perennial Investment Advisors
California
$448K +$1.57K +10 +0.4%