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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 %
BFPW
376
BOK Financial Private Wealth
Colorado
$267K
SAM
377
Sequent Asset Management
Texas
$266K +$30.4K +285 +13%
William Blair & Company
378
William Blair & Company
Illinois
$264K +$163K +1,530 +161%
AWM
379
Adams Wealth Management
Utah
$256K -$4.3M -40,317 -94%
IAA
380
Independent Advisor Alliance
North Carolina
$254K -$1.86M -17,498 -88%
LF
381
LifeSteps Financial
California
$253K -$22.8K -214 -8%
WAP
382
Wealthcare Advisory Partners
Pennsylvania
$252K +$203K +1,902 +413%
MOS
383
MGO One Seven
Ohio
$250K +$17.9K +169 +8%
BHB
384
Bank Hapoalim BM
Israel
$249K -$21.5K -202 -8%
SFG
385
Summit Financial Group
West Virginia
$248K
SDWMA
386
Schneider Downs Wealth Management Advisors
Pennsylvania
$246K +$246K +2,310 New
CAG
387
Csenge Advisory Group
Florida
$245K -$164K -1,541 -40%
CWP
388
CFM Wealth Partners
Texas
$239K -$18.1K -170 -7%
HGWM
389
Horst & Graben Wealth Management
Oregon
$235K +$235K +2,204 New
Wealthfront Advisers
390
Wealthfront Advisers
California
$229K -$1.39K -13 -0.6%
MSR
391
Main Street Research
Connecticut
$227K
PCA
392
Personal Capital Advisors
California
$222K -$853 -8 -0.4%
PAG
393
Private Advisory Group
Washington
$221K -$70.3K -662 -24%
VWM
394
Vigilare Wealth Management
Arizona
$221K +$221K +2,077 New
CAL
395
Capital Advisors Ltd
Ohio
$220K
BPA
396
Beacon Pointe Advisors
California
$219K +$219K +2,102 New
AWA
397
Arete Wealth Advisors
Illinois
$216K -$9.59K -90 -4%
MIH
398
Meitav Investment House
Israel
$213K
BOPW
399
Brandywine Oak Private Wealth
Pennsylvania
$211K +$211K +1,984 New
JCM
400
Jacobi Capital Management
Pennsylvania
$210K -$21.3K -200 -9%