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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 %
HI
451
Hudock Inc
Pennsylvania
$16K +$16K +150 New
BC
452
Barnett & Company
Tennessee
$15K
AIL
453
AGF Investments LLC
Ontario, Canada
$14K -$1.06K -10 -7%
CFN
454
Cordasco Financial Network
Florida
$14K
JFA
455
JNBA Financial Advisors
Minnesota
$14K +$5.26K +50 +60%
MAM
456
Meeder Asset Management
Ohio
$13K -$860 -8 -6%
BWM
457
Baystate Wealth Management
Massachusetts
$12K +$105 +1 +0.9%
AA
458
Ancora Advisors
Ohio
$12K +$12K +116 New
ECM
459
ExodusPoint Capital Management
New York
$11K -$17.4M -157,906 -100%
JGIA
460
Jackson Grant Investment Advisers
Connecticut
$10K +$1.1K +10 +12%
BWL
461
Bogart Wealth LLC
Virginia
$10K +$4.84K +46 +94%
DSC
462
Duncker Streett & Co
Missouri
$9K
MPWT
463
MassMutual Private Wealth & Trust
Connecticut
$9K +$9K +86 New
DI
464
Disciplined Investments
Oklahoma
$7K -$22.4K -208 -76%
HI
465
Hoey Investments
Pennsylvania
$7K
OFG
466
OmniStar Financial Group
North Carolina
$7K +$7K +64 New
FEG
467
Financial Enhancement Group
Indiana
$6K -$2.34M -22,267 -100%
CTC
468
Central Trust Company
Missouri
$6K -$23.9K -207 -80%
CHA
469
Carmichael Hill & Associates
Maryland
$6K
LCC
470
Lincoln Capital Corp
Rhode Island
$5.02K +$1.55K +14,512 +44%
PB
471
Pinnacle Bancorp
Nebraska
$5K
EWM
472
EPG Wealth Management
Georgia
$5K +$938 +9 +23%
HS
473
Horan Securities
United States
$5K +$5K +51 New
PGAM
474
Princeton Global Asset Management
New Jersey
$4K -$161K -1,453 -98%
FRA
475
Front Row Advisors
California
$4K +$3.54K +31 +775%