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iShares MSCI USA Momentum Factor ETF

637 hedge funds and large institutions have $7.71B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 139 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
+21
Holders Change %
+3.41%
% of All Funds
9.34%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
92
Increased
139
Reduced
307
Closed
59
Calls
$5.96M
Puts
$2.18M
Net Calls
+$3.78M
Net Calls Change
+$5.53M
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
376
Good Life Advisors
Pennsylvania
$380K +$24.5K +156 +7%
RG
377
Retirement Group
California
$379K +$19K +121 +5%
EC
378
Estate Counselors
Wisconsin
$377K +$377K +2,400 New
SWM
379
SeaCrest Wealth Management
New York
$375K -$345K -2,258 -48%
GT
380
Glenmede Trust
Pennsylvania
$373K
LCC
381
Lincoln Capital Corp
Rhode Island
$373K -$3.45K -22 -0.9%
RIA
382
Regal Investment Advisors
Michigan
$370K +$116K +737 +45%
SPI
383
Santori & Peters Inc
Pennsylvania
$367K -$275K -1,754 -43%
OCM
384
Orion Capital Management
California
$367K -$60.4K -385 -14%
CWM
385
Certus Wealth Management
California
$366K -$1.1K -7 -0.3%
FAM
386
Family Asset Management
South Carolina
$365K -$375K -2,388 -51%
GWM
387
GDS Wealth Management
Texas
$363K -$13.8K -88 -4%
VC
388
Vicus Capital
Pennsylvania
$358K
HAS
389
HBW Advisory Services
California
$357K +$1.72K +11 +0.5%
SPWG
390
Syntegra Private Wealth Group
Missouri
$356K +$2.35K +15 +0.7%
CA
391
Continuum Advisory
Idaho
$355K -$81.6K -518 -19%
HSA
392
HBK Sorce Advisory
Pennsylvania
$355K +$157 +1 +0%
NMG
393
New Millennium Group
Utah
$353K -$86.5K -551 -20%
GSEP
394
Golden State Equity Partners
California
$351K -$81K -516 -19%
CWM
395
Centric Wealth Management
Illinois
$350K +$1.91K +11 +0.5%
FWM
396
Fingerlakes Wealth Management
New York
$346K +$1.41K +9 +0.4%
MMM
397
Mendel Money Management
Illinois
$345K +$12.4K +79 +4%
FEM
398
Fulcrum Equity Management
Texas
$340K +$340K +2,167 New
LF
399
LifeSteps Financial
California
$339K +$3.45K +22 +1%
PA
400
Prism Advisors
California
$337K -$54.9K -350 -14%