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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
26
Horizon Investments
North Carolina
$55.5M +$55.5M +521,678 New
AssetMark Inc
27
AssetMark Inc
California
$55.4M +$3.33M +31,266 +6%
USAA
28
United Services Automobile Association
Texas
$53.3M +$4.65M +43,689 +10%
TC
29
Trilogy Capital
California
$50.6M -$2.91M -24,505 -5%
GA
30
Gateway Advisory
New Jersey
$49.7M +$49.7M +467,137 New
PI
31
PFS Investments
Georgia
$44.2M +$8.71M +81,844 +25%
SC
32
Savant Capital
Illinois
$41.9M +$41.9M +393,354 New
HFA
33
Huber Financial Advisors
Illinois
$41.8M +$4.35M +40,861 +12%
CAN
34
Cetera Advisor Networks
California
$41.1M -$2.02M -18,992 -5%
WCG
35
Wall Capital Group
Arizona
$39.9M +$183K +1,718 +0.5%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$34M +$7.99M +75,016 +31%
AIC
37
Ameritas Investment Company
Nebraska
$31.1M +$1.15M +11,326 +4%
DT
38
Diversified Trust
Tennessee
$31M -$366K -3,438 -1%
CFA
39
Carroll Financial Associates
North Carolina
$30.5M +$5.8M +54,448 +24%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$29.7M -$2M -18,782 -6%
Truist Financial
41
Truist Financial
North Carolina
$29.7M +$2.46M +23,135 +9%
ACM
42
Armbruster Capital Management
New York
$29.3M -$522K -4,907 -2%
PPFA
43
Provida Pension Fund Administrator
Chile
$28.4M +$10.8M +98,000 +61%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$27M +$1.19M +11,171 +5%
PC
45
Permanens Capital
New York
$26.6M -$6.07M -57,033 -19%
Mariner
46
Mariner
Kansas
$26.1M +$1.04M +9,733 +4%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$26M +$7.15M +67,104 +38%
DLIC
48
Daido Life Insurance Company
Japan
$25.7M
RCM
49
Requisite Capital Management
Texas
$22.3M +$365K +3,432 +2%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$21.7M -$8.2M -77,013 -27%