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iShares MSCI USA Momentum Factor ETF

698 hedge funds and large institutions have $9.57B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 188 increasing their positions, 289 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
10.1%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.52%
New
76
Increased
188
Reduced
289
Closed
62
Calls
$54M
Puts
$158M
Net Calls
-$104M
Net Calls Change
+$44.6M
Name Holding Trade Value Shares
Change
Shares
Change %
VIM
501
Vista Investment Management
Pennsylvania
$277K -$203 -1 -0.1%
MIH
502
Meitav Investment House
Israel
$276K -$58.8K -290 -18%
TA
503
TKG Advisors
Indiana
$274K -$163K -804 -37%
FCI
504
Financial Counselors Inc
Kansas
$274K +$51.9K +256 +23%
MWM
505
Meridian Wealth Management
Kentucky
$274K -$7.1K -35 -3%
FHC
506
First Heartland Consultants
Missouri
$273K +$63.7K +314 +30%
PCM
507
Parsons Capital Management
Rhode Island
$272K -$7.1K -35 -3%
Bessemer Group
508
Bessemer Group
New Jersey
$271K +$51.5K +254 +23%
T
509
TNF
Montana
$270K
LA
510
LPF Advisors
Florida
$269K -$811 -4 -0.3%
E3F
511
Eight 31 Financial
Texas
$268K -$105K -518 -28%
CSWM
512
Cassady Schiller Wealth Management
Ohio
$267K
IWM
513
IHT Wealth Management
Illinois
$267K +$1.42K +7 +0.5%
GT
514
Greenleaf Trust
Michigan
$265K
DWT
515
Dorsey & Whitney Trust
South Dakota
$264K -$32.4K -160 -11%
PMG
516
ProVise Management Group
Florida
$262K -$89.8K -443 -26%
TCM
517
TD Capital Management
Tennessee
$261K -$30.6K -151 -10%
HIF
518
Hill Island Financial
Michigan
$259K +$608 +3 +0.2%
IWA
519
Icon Wealth Advisors
Texas
$259K -$1.22K -6 -0.5%
FFA
520
Farther Finance Advisors
California
$258K -$4.26K -21 -2%
OCM
521
Orion Capital Management
California
$258K
OAP
522
One Advisory Partners
Kansas
$257K -$29.8K -147 -10%
CFGS
523
Concourse Financial Group Securities
Alabama
$256K
WJA
524
Willis Johnson & Associates
Texas
$254K +$12.6K +62 +5%
JFGIW
525
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$252K +$252K +1,244 New