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iShares MSCI USA Momentum Factor ETF

698 hedge funds and large institutions have $9.57B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 188 increasing their positions, 289 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
10.1%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.52%
New
76
Increased
188
Reduced
289
Closed
62
Calls
$54M
Puts
$158M
Net Calls
-$104M
Net Calls Change
+$44.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
326
Strata Wealth Advisors
Texas
$724K
AllianceBernstein
327
AllianceBernstein
Tennessee
$710K
KC
328
Kingfisher Capital
North Carolina
$703K +$285K +1,407 +68%
BCM
329
Brookstone Capital Management
Illinois
$703K -$85.8K -423 -11%
BAM
330
Belpointe Asset Management
Nevada
$696K -$10.3K -51 -1%
UAG
331
United Advisor Group
Ohio
$694K +$407K +2,005 +141%
CW
332
CreativeOne Wealth
Kansas
$686K +$403K +1,988 +143%
OP
333
ORG Partners
Indiana
$680K -$270K -1,330 -28%
DWM
334
Dakota Wealth Management
Florida
$678K +$111K +546 +20%
TWA
335
Talisman Wealth Advisors
New Jersey
$677K
RIA
336
Regal Investment Advisors
Michigan
$675K +$137K +678 +26%
GT
337
Glenmede Trust
Pennsylvania
$675K +$188K +928 +39%
CFS
338
CRA Financial Services
New Jersey
$674K -$10.1K -50 -1%
HH
339
Hilltop Holdings
Texas
$673K -$2.46M -12,146 -79%
ATC
340
Advantage Trust Company
Kansas
$669K -$2.61M -12,863 -80%
P
341
&Partners
Tennessee
$667K +$136K +673 +26%
CA
342
CGN Advisors
Kansas
$662K -$61K -301 -8%
RCAG
343
Rehmann Capital Advisory Group
Michigan
$650K
BWA
344
Burt Wealth Advisors
Maryland
$645K +$406 +2 +0.1%
WS
345
Wedbush Securities
California
$632K +$149K +733 +31%
VT
346
Vise Technologies
New York
$628K +$79.9K +394 +15%
FA
347
Flagstar Advisors
New York
$623K -$25.3K -125 -4%
BWP
348
Bernardo Wealth Planning
Pennsylvania
$623K -$36.1K -173 -5%
AAG
349
Armstrong Advisory Group
Massachusetts
$620K +$44.8K +221 +8%
BCI
350
Brinker Capital Investments
Pennsylvania
$615K +$92.5K +456 +18%