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iShares MSCI USA Momentum Factor ETF

643 hedge funds and large institutions have $7.66B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 141 increasing their positions, 348 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-57
Holders Change %
-8.14%
% of All Funds
10.14%
Holding in Top 10
45
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-25%
% of All Funds
0.71%
New
55
Increased
141
Reduced
348
Closed
109
Calls
$4.49M
Puts
$2.73M
Net Calls
+$1.76M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
451
Crabel Capital Management
California
$258K +$258K +1,790 New
AIP
452
Almanack Investment Partners
Pennsylvania
$258K -$1.59K -11 -0.6%
AL
453
ACAS LLC
California
$257K
ASN
454
Advisory Services Network
Georgia
$256K -$484K -3,353 -65%
AC
455
Avestar Capital
New York
$256K +$256K +1,773 New
RIA
456
Regal Investment Advisors
Michigan
$251K -$63.3K -439 -20%
MFG
457
Magnus Financial Group
New York
$251K -$227K -1,573 -47%
CWM
458
Collaborative Wealth Management
Florida
$244K -$10.7K -74 -4%
WS
459
Wedbush Securities
California
$242K -$8.79K -61 -4%
IF
460
Intrua Financial
Texas
$238K -$89.9K -623 -27%
BC
461
Bowman & Company
Wisconsin
$235K +$14.6K +101 +7%
MIH
462
Meitav Investment House
Israel
$235K
APC
463
Aspire Private Capital
North Carolina
$234K -$106K -733 -31%
WAP
464
Wealthcare Advisory Partners
Pennsylvania
$232K -$56.7K -393 -20%
HIF
465
Hill Island Financial
Michigan
$232K +$144 +1 +0.1%
OBWG
466
Onyx Bridge Wealth Group
New York
$232K +$4.91K +34 +2%
WTA
467
Washington Trust Advisors
Massachusetts
$231K -$28.9K -200 -11%
ACI
468
Alpha Cubed Investments
California
$230K
GFG
469
Goldstone Financial Group
Illinois
$229K -$7.51M -52,038 -97%
DAS
470
Dynamic Advisor Solutions
Arizona
$227K -$109K -758 -33%
OL
471
Owen LaRue
Kentucky
$226K +$1.44K +10 +0.6%
WWP
472
WR Wealth Planners
Missouri
$223K -$20.3K -141 -8%
SWM
473
Sugarloaf Wealth Management
Georgia
$222K +$144 +1 +0.1%
BCM
474
Blume Capital Management
California
$220K +$220K +1,524 New
EP
475
Edgestream Partners
New Jersey
$219K +$219K +1,521 New