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iShares MSCI USA Momentum Factor ETF

682 hedge funds and large institutions have $9.65B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 193 increasing their positions, 258 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+45
Holders Change %
+7.06%
% of All Funds
9.89%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.62%
New
115
Increased
193
Reduced
258
Closed
55
Calls
$32.3M
Puts
$643M
Net Calls
-$611M
Net Calls Change
-$614M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
501
TD Capital Management
Tennessee
$270K +$375 +2 +0.1%
CGFA
502
Colton Groome Financial Advisors
North Carolina
$269K +$269K +1,438 New
UWM
503
USAdvisors Wealth Management
Minnesota
$268K
SP
504
Successful Portfolios
Florida
$265K +$187 +1 +0.1%
CFA
505
Cahill Financial Advisors
Minnesota
$264K +$187 +1 +0.1%
AWM
506
Axxcess Wealth Management
California
$264K +$264K +1,410 New
PCM
507
Parsons Capital Management
Rhode Island
$263K
ECA
508
Elevated Capital Advisors
Utah
$261K -$3.23M -17,220 -93%
CFG
509
Cooper Financial Group
California
$261K -$109K -581 -29%
CIA
510
Capital Investment Advisors
Georgia
$258K +$1.12K +6 +0.4%
VIM
511
Vista Investment Management
Pennsylvania
$256K -$20K -107 -7%
OBWG
512
Onyx Bridge Wealth Group
New York
$256K +$180 +1 +0.1%
CTWM
513
Cherry Tree Wealth Management
Minnesota
$254K
SG
514
StoneX Group
New York
$253K -$54.7K -292 -18%
OCM
515
Orion Capital Management
California
$253K -$185K -989 -42%
BFA
516
Beacon Financial Advisory
Ohio
$252K -$55.1K -294 -18%
Bank of Montreal
517
Bank of Montreal
Ontario, Canada
$252K +$66.3K +353 +36%
SCM
518
Sollinda Capital Management
Florida
$250K -$48.2K -257 -16%
VPIM
519
Vanguard Personalized Indexing Management
California
$248K +$248K +1,325 New
CSWM
520
Cassady Schiller Wealth Management
Ohio
$247K
IWA
521
Icon Wealth Advisors
Texas
$247K -$41.8K -223 -14%
LFG
522
Larson Financial Group
Missouri
$246K +$4.31K +23 +2%
GT
523
Greenleaf Trust
Michigan
$245K
DWM
524
Darwin Wealth Management
Florida
$245K -$95.2K -508 -28%
WSTAM
525
Wilbanks Smith & Thomas Asset Management
Virginia
$244K -$3.75K -20 -2%