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iShares MSCI USA Momentum Factor ETF

687 hedge funds and large institutions have $11.2B invested in iShares MSCI USA Momentum Factor ETF in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 304 increasing their positions, 227 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
11.99%
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.66%
New
72
Increased
304
Reduced
227
Closed
63
Calls
$7.43M
Puts
$3.61M
Net Calls
+$3.82M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Shares
Change %
KFS
401
Kelly Financial Services
Massachusetts
$934K +$928K +160,961 +16,325%
FH
402
FWG Holdings
Florida
$915K +$915K +5,276 New
CAS
403
Cascadia Advisory Services
Oregon
$910K -$24.6K -142 -3%
OPS
404
Orion Portfolio Solutions
Nebraska
$894K +$333K +1,919 +59%
IA
405
IndexIQ Advisors
New York
$891K +$891K +5,132 New
CFS
406
CRA Financial Services
New Jersey
$874K +$27.7K +160 +3%
VWM
407
Venturi Wealth Management
Texas
$868K -$127K -732 -13%
SWM
408
SigFig Wealth Management
California
$867K +$182K +1,052 +27%
MFW
409
Mosaic Family Wealth
Missouri
$859K -$16.8K -97 -2%
QCG
410
Quadrant Capital Group
Ohio
$856K
WA
411
Wealth Alliance
New York
$853K +$447K +2,576 +110%
RG
412
Retirement Group
California
$849K +$12.7K +73 +2%
AIC
413
Ayalon Insurance Company
Israel
$834K +$271K +1,559 +48%
WA
414
Winfield Associates
Ohio
$829K -$39.9K -230 -5%
MYIA
415
Mount Yale Investment Advisors
Colorado
$815K +$1.22K +7 +0.1%
AI
416
Atom Investors
Texas
$815K +$815K +4,700 New
KA
417
Kovack Advisors
Florida
$808K +$44.9K +259 +6%
VC
418
Veracity Capital
Georgia
$780K -$998K -5,753 -56%
SWM
419
SeaCrest Wealth Management
New York
$768K +$25.5K +147 +3%
DWT
420
Dorsey & Whitney Trust
South Dakota
$763K -$34.7K -200 -4%
9WM
421
9258 Wealth Management
Ohio
$761K
MWM
422
MBE Wealth Management
Wisconsin
$760K -$18.5K -107 -2%
CFA
423
Cahill Financial Advisors
Minnesota
$758K -$11.3K -65 -1%
AB
424
Atlas Brown
Kentucky
$750K -$4.16K -24 -0.6%
ECML
425
Eagle Capital Management (Louisiana)
Louisiana
$748K +$18.2K +105 +2%