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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 %
SWM
401
Sculati Wealth Management
Michigan
$208K +$21.3K +200 +11%
5L
402
55I LLC
Massachusetts
$208K +$208K +1,864 New
AIP
403
Ahrens Investment Partners
Louisiana
$202K -$32K -300 -14%
CAAS
404
Capital Asset Advisory Services
Michigan
$201K +$63.6K +531 +46%
WT
405
Whittier Trust
California
$201K +$201K +1,890 New
PP
406
PagnatoKarp Partners
Virginia
$200K -$861K -8,097 -81%
WAM
407
Weatherly Asset Management
California
$200K -$3.72K -35 -2%
SBSB
408
Sullivan, Bruyette, Speros & Blaney
Virginia
$198K -$434K -4,064 -69%
TWA
409
TCI Wealth Advisors
Arizona
$196K +$196K +1,845 New
IFAM
410
Institutional & Family Asset Management
Colorado
$180K +$6.06K +57 +3%
AA
411
Advisory Alpha
Michigan
$167K +$15.5K +134 +10%
ELI
412
Empire Life Investments
Ontario, Canada
$152K -$20.8K -196 -12%
KPW
413
Kore Private Wealth
New York
$151K +$151K +1,419 New
NL
414
NKCFO LLC
Illinois
$146K
KPCM
415
Kings Point Capital Management
New York
$139K -$106K -1,000 -43%
TAM
416
Townsend Asset Management
North Carolina
$135K
GWS
417
Glassman Wealth Services
Virginia
$128K
TCOV
418
Trust Company of Vermont
Vermont
$117K
AIC
419
Ayalon Insurance Company
Israel
$113K +$11.9K +118 +12%
KFI
420
Key Financial Inc
Pennsylvania
$101K +$101K +922 New
FDCDDQ
421
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.8K
FPB
422
First PREMIER Bank
South Dakota
$89K
MIM
423
Macroview Investment Management
Maryland
$88K -$16K -151 -15%
AW
424
Avion Wealth
Texas
$88K +$88K +825 New
OPS
425
Orion Portfolio Solutions
Nebraska
$83K -$152K -1,421 -65%