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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 %
WTA
451
Washington Trust Advisors
Massachusetts
$251K
FPAS
452
Focus Partners Advisor Solutions
Missouri
$250K -$364K -2,317 -59%
SCM
453
Sollinda Capital Management
Florida
$249K +$249K +1,590 New
FIM
454
Freedom Investment Management
Connecticut
$248K +$248K +1,581 New
PA
455
Pinnacle Associates
New York
$245K -$21.3K -136 -8%
PWMAG
456
Pinnacle Wealth Management Advisory Group
New Jersey
$245K -$21.3K -136 -8%
RW
457
Rede Wealth
Virginia
$244K -$39.5K -252 -14%
4WM
458
4J Wealth Management
Virginia
$243K +$157 +1 +0.1%
SWM
459
Sugarloaf Wealth Management
Georgia
$242K +$314 +2 +0.1%
IWA
460
Icon Wealth Advisors
Texas
$242K +$242K +1,540 New
DAS
461
Dynamic Advisor Solutions
Arizona
$242K -$26.1K -171 -10%
LS
462
Leelyn Smith
Illinois
$241K -$39.1K -249 -14%
SA
463
Sunesis Advisors
Kansas
$238K
OL
464
Owen LaRue
Kentucky
$238K -$8.78K -56 -4%
JEST
465
JTC Employer Solutions Trustee
Jersey
$237K
AWA
466
Arkadios Wealth Advisors
Georgia
$236K +$1.88K +12 +0.8%
LCM
467
Lunt Capital Management
Utah
$234K +$5.02K +32 +2%
NDSI
468
Newman Dignan & Sheerar Inc
Rhode Island
$234K
VIM
469
Vista Investment Management
Pennsylvania
$231K -$90.8K -579 -28%
HGERS
470
Householder Group Estate & Retirement Specialist
Arizona
$231K -$282K -1,801 -55%
CW
471
CreativeOne Wealth
Kansas
$231K -$126K -802 -35%
PAMG
472
Patton Albertson Miller Group
Tennessee
$229K -$23.7K -151 -9%
T
473
TNF
Montana
$228K -$60.4K -357 -21%
AA
474
Advisory Alpha
Michigan
$228K -$22K -140 -9%
BFA
475
Beaumont Financial Advisors
Massachusetts
$227K -$100K -638 -31%