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iShares MSCI USA Momentum Factor ETF

682 hedge funds and large institutions have $9.65B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 193 increasing their positions, 258 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+45
Holders Change %
+7.06%
% of All Funds
9.89%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.62%
New
115
Increased
193
Reduced
258
Closed
55
Calls
$32.3M
Puts
$643M
Net Calls
-$611M
Net Calls Change
-$614M
Name Holding Trade Value Shares
Change
Shares
Change %
RG
401
Retirement Group
California
$455K +$1.69K +9 +0.4%
EC
402
Estate Counselors
Wisconsin
$450K
SFG
403
Sovereign Financial Group
Connecticut
$448K -$206K -1,097 -31%
EFMC
404
Empire Financial Management Company
New York
$447K -$26.2K -140 -6%
BWS
405
Buck Wealth Strategies
Colorado
$447K +$447K +2,386 New
GT
406
Glenmede Trust
Pennsylvania
$445K
EA
407
Ergawealth Advisors
Illinois
$445K -$88.4K -472 -17%
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$444K -$590K -3,149 -57%
LCC
409
Lincoln Capital Corp
Rhode Island
$441K -$4.12K -22 -0.9%
AFO
410
Arrowroot Family Office
California
$440K -$54.9K -293 -11%
SAW
411
Signal Advisors Wealth
Michigan
$433K +$173K +921 +66%
FAM
412
Family Asset Management
South Carolina
$426K -$10.1K -54 -2%
SPWG
413
Syntegra Private Wealth Group
Missouri
$423K -$1.69K -9 -0.4%
TI
414
Trexquant Investment
Connecticut
$422K +$422K +2,255 New
GLA
415
Good Life Advisors
Pennsylvania
$422K -$31.7K -169 -7%
DFCM
416
Dark Forest Capital Management
Puerto Rico
$422K +$422K +2,252 New
SPI
417
Santori & Peters Inc
Pennsylvania
$420K -$18.5K -99 -4%
HSA
418
HBK Sorce Advisory
Pennsylvania
$420K -$3.94K -21 -0.9%
FWM
419
Fingerlakes Wealth Management
New York
$413K -$562 -3 -0.1%
ITB
420
Idaho Trust Bank
Idaho
$413K +$413K +2,202 New
LF
421
LifeSteps Financial
California
$405K
FIM
422
Freedom Investment Management
Connecticut
$403K +$107K +570 +36%
PA
423
Prism Advisors
California
$402K
MMM
424
Mendel Money Management
Illinois
$401K -$11.1K -59 -3%
AAG
425
Armstrong Advisory Group
Massachusetts
$399K