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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 %
UR
351
USCA RIA
Texas
$359K +$359K +3,372 New
GTAM
352
Global Trust Asset Management
Florida
$356K -$44.6K -405 -11%
CWM
353
Centric Wealth Management
Illinois
$353K -$1.39K -12 -0.4%
Comerica Bank
354
Comerica Bank
Texas
$349K +$147K +1,251 +72%
IFS
355
Ifrah Financial Services
Arkansas
$344K +$169K +1,589 +97%
SIA
356
Strategic Investment Advisors
Michigan
$340K +$50.4K +473 +17%
ACP
357
Arcus Capital Partners
Georgia
$336K -$112K -1,056 -25%
ATC
358
Argent Trust Co
Tennessee
$335K
GAM
359
GQ Asset Management
New York
$334K -$109K -1,022 -25%
CA
360
Calton & Associates
Florida
$334K -$28.7K -270 -8%
VWM
361
Valley Wealth Managers
New Jersey
$332K +$78K +733 +31%
KWM
362
Kingsview Wealth Management
Oregon
$330K +$81.4K +764 +33%
MSAGDF
363
Moneda SA Administradora General de Fondos
Chile
$326K
GLA
364
Great Lakes Advisors
Illinois
$321K +$321K +3,012 New
JWCA
365
J.W. Cole Advisors
Florida
$319K -$1.44M -13,560 -82%
BSW
366
Buckingham Strategic Wealth
Missouri
$317K +$48.5K +455 +18%
NEIRG
367
New England Investment & Retirement Group
Massachusetts
$312K +$312K +2,930 New
LFAS
368
Level Four Advisory Services
Texas
$307K -$132K -1,236 -30%
FTUS
369
Flow Traders U.S.
New York
$303K -$647K -6,071 -68%
NA
370
NewEdge Advisors
Louisiana
$301K -$268K -2,515 -47%
PK
371
Pflug Koory
Nebraska
$300K
PFS
372
Prospera Financial Services
Texas
$298K -$1.23M -11,595 -81%
ACM
373
Allred Capital Management
Texas
$294K -$170K -1,598 -37%
PJSIMP
374
P.J. Schmidt Investment Management (PJS)
Wisconsin
$272K -$173K -1,627 -39%
FFA
375
Fragasso Financial Advisors
Pennsylvania
$269K +$269K +2,529 New