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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 %
FHA
426
Flagship Harbor Advisors
Massachusetts
$79K -$2.02K -19 -2%
HFM
427
Hartford Financial Management
Connecticut
$76K
RCA
428
Ranch Capital Advisors
Florida
$53K -$14.3K -135 -21%
CAC
429
Certified Advisory Corp
Florida
$52K +$213 +2 +0.4%
MCM
430
McMillion Capital Management
North Carolina
$50K
EWM
431
Endurance Wealth Management
Rhode Island
$48K
WCM
432
Wealthcare Capital Management
Virginia
$47K
SWA
433
Stratos Wealth Advisors
Ohio
$44K +$44K +413 New
BWM
434
BerganKDV Wealth Management
Minnesota
$43K +$43K +407 New
KTC
435
Kistler-Tiffany Companies
Pennsylvania
$42K
EWM
436
Elmwood Wealth Management
California
$37.1K +$37.1K +350 New
AIS
437
Accurate Investment Solutions
Pennsylvania
$36K
HNB
438
Huntington National Bank
Ohio
$33K -$59K
CAN
439
Claraphi Advisory Network
United States
$32K +$32K +304 New
PVH
440
Psagot Value Holdings
Israel
$31K
WB
441
Webster Bank
Connecticut
$28K +$28K +261 New
TFS
442
TrustCore Financial Services
Tennessee
$26K -$233K -2,194 -90%
CI
443
CX Institutional
Indiana
$24K -$1.62M -15,001 -99%
Bessemer Group
444
Bessemer Group
New Jersey
$23K
CTB
445
Country Trust Bank
Illinois
$23K +$23K +220 New
SFG
446
Sowa Financial Group
Rhode Island
$20K
LWM
447
Liberty Wealth Management
California
$19K -$128K -1,207 -87%
SIC
448
Salem Investment Counselors
North Carolina
$19K
PCTC
449
Perkins Coie Trust Company
Washington
$19K
LWCFA
450
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K +$19K +179 New