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iShares MSCI USA Momentum Factor ETF

698 hedge funds and large institutions have $9.57B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 188 increasing their positions, 289 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
10.1%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.52%
New
76
Increased
188
Reduced
289
Closed
62
Calls
$54M
Puts
$158M
Net Calls
-$104M
Net Calls Change
+$44.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HAS
401
HBW Advisory Services
California
$461K -$383K -1,889 -45%
TFA
402
Teamwork Financial Advisors
Texas
$458K -$20.9K -103 -4%
FMWA
403
Forvis Mazars Wealth Advisors
Missouri
$448K +$448K +2,207 New
AWA
404
Arkadios Wealth Advisors
Georgia
$447K +$64.1K +316 +17%
FMC
405
First Merchants Corp
Indiana
$444K
AP
406
Advisors Preferred
Maryland
$444K +$444K +2,200 New
NS
407
NBC Securities
Alabama
$443K -$70.6K -348 -14%
LF
408
LifeSteps Financial
California
$438K
FWM
409
Fingerlakes Wealth Management
New York
$437K -$10.3K -51 -2%
GRP
410
Global Retirement Partners
California
$436K -$22.5K -111 -5%
HSA
411
HBK Sorce Advisory
Pennsylvania
$435K
FDCDDQ
412
Federation des caisses Desjardins du Quebec
Quebec, Canada
$434K -$32.4K -160 -7%
FAM
413
Family Asset Management
South Carolina
$433K -$18.5K -91 -4%
FBT
414
First Bank & Trust
South Dakota
$432K -$25.1K -124 -5%
DWM
415
Diversify Wealth Management
Utah
$431K +$431K +2,078 New
WT
416
Washington Trust
Rhode Island
$429K
VC
417
Vicus Capital
Pennsylvania
$428K
CIBC World Market
418
CIBC World Market
Ontario, Canada
$427K +$20.3K +100 +5%
GWM
419
GDS Wealth Management
Texas
$426K +$13.2K +65 +3%
CWM
420
Centric Wealth Management
Illinois
$425K +$628 +3 +0.1%
FLA
421
Financial Life Advisors
Texas
$421K
LT
422
Legacy Trust
Michigan
$418K
BC
423
Bowman & Company
Wisconsin
$416K -$3.24K -16 -0.8%
ACG
424
Allen Capital Group
Nebraska
$415K
WAP
425
Wealthcare Advisory Partners
Pennsylvania
$405K -$279K -1,375 -41%