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iShares MSCI USA Momentum Factor ETF

637 hedge funds and large institutions have $7.71B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 139 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
+21
Holders Change %
+3.41%
% of All Funds
9.34%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
92
Increased
139
Reduced
307
Closed
59
Calls
$5.96M
Puts
$2.18M
Net Calls
+$3.78M
Net Calls Change
+$5.53M
Name Holding Trade Value Shares
Change
Shares
Change %
MCC
426
Money Concepts Capital
Florida
$291K +$291K +1,856 New
OPCM
427
Osborne Partners Capital Management
California
$290K -$628 -4 -0.2%
LRPA
428
L. Roy Papp & Associates
Arizona
$289K
ECG
429
Edge Capital Group
Georgia
$288K +$288K +1,835 New
BC
430
Bowman & Company
Wisconsin
$285K +$1.57K +10 +0.6%
DWM
431
Darwin Wealth Management
Florida
$285K +$471 +3 +0.2%
MAG
432
Members Advisory Group
New York
$282K -$77K -491 -21%
IWS
433
Integrity Wealth Solutions
Colorado
$282K +$282K +1,795 New
AWM
434
Aprio Wealth Management
Georgia
$281K +$30.3K +193 +12%
ACP
435
Aveo Capital Partners
Colorado
$281K +$281K +1,793 New
AIP
436
Almanack Investment Partners
Pennsylvania
$281K
FWP
437
FAS Wealth Partners
Kansas
$279K -$10.5K -67 -4%
RWG
438
Regal Wealth Group
California
$275K -$41.1K -270 -13%
WA
439
WBH Advisory
Maryland
$273K -$101K -641 -27%
MA
440
Mezzasalma Advisors
New Jersey
$272K -$16.6K -106 -6%
SGWM
441
Sterling Group Wealth Management
California
$269K -$32K -204 -11%
WAP
442
Wealthcare Advisory Partners
Pennsylvania
$262K +$9.89K +63 +4%
CWM
443
Collaborative Wealth Management
Florida
$262K -$4.55K -29 -2%
MIH
444
Meitav Investment House
Israel
$259K
FFA
445
Fortune Financial Advisors
Kansas
$259K -$1.88K -12 -0.7%
SG
446
StoneX Group
New York
$257K -$82.1K -523 -24%
BFA
447
Beacon Financial Advisory
Ohio
$257K -$41.4K -264 -14%
AWMNH
448
Arcadia Wealth Management (New Hampshire)
New Hampshire
$252K -$25.3K -161 -9%
SXL
449
Summit X LLC
Missouri
$252K -$27.8K -177 -10%
APC
450
Aspire Private Capital
North Carolina
$251K +$6.91K +44 +3%