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iShares MSCI USA Momentum Factor ETF

643 hedge funds and large institutions have $7.66B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 141 increasing their positions, 348 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-57
Holders Change %
-8.14%
% of All Funds
10.14%
Holding in Top 10
45
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-25%
% of All Funds
0.71%
New
55
Increased
141
Reduced
348
Closed
109
Calls
$4.49M
Puts
$2.73M
Net Calls
+$1.76M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
376
First Foundation Advisors
California
$368K +$368K +2,553 New
AAG
377
Armstrong Advisory Group
Massachusetts
$367K
SVWAG
378
Sound View Wealth Advisors Group
Georgia
$364K -$137K -950 -27%
MAG
379
Members Advisory Group
New York
$364K -$6.77K -47 -2%
TB
380
Treynor Bancshares
Iowa
$363K
PA
381
Prism Advisors
California
$360K -$2.74K -19 -0.8%
PMG
382
ProVise Management Group
Florida
$359K -$9.81K -68 -3%
OCM
383
One Capital Management
California
$359K
MCM
384
Monument Capital Management
Virginia
$355K -$650K -4,508 -65%
HWM
385
Hemington Wealth Management
Virginia
$354K
SWAG
386
Spectrum Wealth Advisory Group
California
$352K +$288 +2 +0.1%
GWM
387
GDS Wealth Management
Texas
$349K -$11K -76 -3%
EC
388
Estate Counselors
Wisconsin
$346K
RWG
389
Regal Wealth Group
California
$344K -$1.94M -13,743 -85%
4WM
390
4J Wealth Management
Virginia
$340K -$30.3K -210 -8%
LRPA
391
L. Roy Papp & Associates
Arizona
$337K
SG
392
StoneX Group
New York
$336K -$65.8K -456 -16%
SGWM
393
Sterling Group Wealth Management
California
$333K -$7.08M -49,079 -96%
HAS
394
HBW Advisory Services
California
$333K +$13.4K +93 +4%
EWA
395
EP Wealth Advisors
California
$329K -$129M -591,402 -100%
VC
396
Vicus Capital
Pennsylvania
$329K -$849K -5,885 -72%
SPWG
397
Syntegra Private Wealth Group
Missouri
$328K +$24.7K +171 +8%
GLA
398
Good Life Advisors
Pennsylvania
$327K -$51.1K -354 -14%
KWA
399
Kellett Wealth Advisors
Ohio
$326K -$28.9K -200 -8%
RG
400
Retirement Group
California
$324K -$187K -1,296 -37%