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iShares MSCI USA Momentum Factor ETF

44 hedge funds and large institutions have $292M invested in iShares MSCI USA Momentum Factor ETF in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+9
Holders Change %
+25.71%
% of All Funds
1.17%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
12
Increased
18
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$730K +$60K +854 +9%
LPL Financial
27
LPL Financial
California
$609K +$171K +2,455 +39%
PMG
28
ProVise Management Group
Florida
$572K +$572K +8,135 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$571K -$1.67M -23,812 -75%
AI
30
Atria Investments
North Carolina
$495K +$11.3K +160 +2%
US Bancorp
31
US Bancorp
Minnesota
$477K +$387K +5,502 +428%
PAG
32
Private Advisor Group
New Jersey
$338K -$243K -3,461 -42%
OC
33
Oppenheimer & Co
New York
$334K +$334K +4,755 New
Jane Street
34
Jane Street
New York
$258K -$1.66M -23,614 -87%
BHB
35
Bank Hapoalim BM
Israel
$256K +$256K +3,648 New
RIA
36
Regal Investment Advisors
Michigan
$242K -$2.11K -30 -0.9%
WFG
37
Wills Financial Group
Virginia
$238K +$238K +3,387 New
AIG
38
American International Group
New York
$146K +$31.9K +453 +28%
ICM
39
ICC Capital Management
Florida
$88K +$88K +1,250 New
MFS
40
MSI Financial Services
Massachusetts
$15K -$3.57K -50 -19%
Creative Planning
41
Creative Planning
Kansas
$8K
BWA
42
Burt Wealth Advisors
Maryland
$4K +$4K +70 New
CIM
43
Cambria Investment Management
California
$1.13K +$924 +13,158 +450%
Citadel Advisors
44
Citadel Advisors
Florida
-$2.91M -42,694 Closed
Deutsche Bank
45
Deutsche Bank
Germany
-$57K -850 Closed