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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 %
FWA
326
FSM Wealth Advisors
Ohio
$718K +$375 +2 +0.1%
FEM
327
Fulcrum Equity Management
Texas
$716K +$310K +1,656 +76%
AFC
328
Adaptive Financial Consulting
Ohio
$716K -$35K -187 -5%
CFD
329
Creative Financial Designs
Indiana
$713K +$41.2K +220 +6%
SB
330
Strategic Blueprint
Georgia
$711K -$122K -653 -15%
MWM
331
Mosley Wealth Management
California
$709K +$48.7K +260 +7%
BWM
332
BCGM Wealth Management
Indiana
$706K -$8.99K -48 -1%
FHA
333
Flagship Harbor Advisors
Massachusetts
$702K -$19.7K -105 -3%
RA
334
RFG Advisory
Alabama
$700K +$700K +3,734 New
N
335
Natixis
France
$698K +$75.2K +401 +12%
MWM
336
MBE Wealth Management
Wisconsin
$695K
CW
337
CreativeOne Wealth
Kansas
$694K +$419K +2,235 +152%
BWP
338
Bernardo Wealth Planning
Pennsylvania
$685K -$19.7K -105 -3%
PWM
339
Palumbo Wealth Management
New York
$684K -$43.5K -232 -6%
GA
340
GSG Advisors
New Jersey
$683K +$564 +3 +0.1%
Financial Engines Advisors
341
Financial Engines Advisors
California
$682K +$4.5K +24 +0.7%
IFWM
342
Institute for Wealth Management
Colorado
$681K
MFWP
343
Mosaic Family Wealth Partners
Missouri
$680K +$8.81K +47 +1%
VFG
344
V2 Financial group
Illinois
$676K -$48K -256 -7%
NS
345
NBC Securities
Alabama
$671K +$110K +585 +20%
SWA
346
Strata Wealth Advisors
Texas
$669K
PG
347
Prostatis Group
Maryland
$666K -$3.58M -19,135 -84%
EL
348
EWA LLC
Pennsylvania
$664K -$8.6M -46,595 -93%
BAM
349
Belpointe Asset Management
Nevada
$661K +$103K +549 +18%
AllianceBernstein
350
AllianceBernstein
Tennessee
$656K