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iShares MSCI USA Momentum Factor ETF

643 hedge funds and large institutions have $7.66B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 141 increasing their positions, 348 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-57
Holders Change %
-8.14%
% of All Funds
10.14%
Holding in Top 10
45
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-25%
% of All Funds
0.71%
New
55
Increased
141
Reduced
348
Closed
109
Calls
$4.49M
Puts
$2.73M
Net Calls
+$1.76M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Shares
Change %
ST
526
Smithfield Trust
Pennsylvania
$100K
RFA
527
Resurgent Financial Advisors
Georgia
$96.9K +$7.93K +55 +9%
CIA
528
Cape Investment Advisory
Georgia
$91.3K
WSCM
529
Wellington Shields Capital Management
New York
$90.9K
SFSG
530
Sound Financial Strategies Group
Mississippi
$88.7K -$1.44K -10 -2%
BWL
531
Bogart Wealth LLC
Virginia
$80.9K
HNB
532
Huntington National Bank
Ohio
$80.1K -$63.3K
RPCA
533
Running Point Capital Advisors
California
$79.8K
HI
534
Horizon Investments
North Carolina
$77.5K -$32.7K -227 -30%
WSC
535
Wellington Shields & Co
New York
$75.3K
CTC
536
Central Trust Company
Missouri
$74.7K
IF
537
Integrity Financial
Wyoming
$71.9K -$1.44K -10 -2%
SCA
538
Stonebridge Capital Advisors
Minnesota
$67.5K -$76.5K -530 -53%
FFA
539
Founders Financial Alliance
North Carolina
$65.9K +$2.74K +19 +4%
EWM
540
Endurance Wealth Management
Rhode Island
$65K
PAI
541
Pittenger & Anderson Inc
Nebraska
$63.9K
CPG
542
Cornerstone Planning Group
New Jersey
$61.2K +$61.2K +424 New
PFBT
543
Parkside Financial Bank & Trust
Missouri
$59.9K -$34.3K -238 -36%
ACA
544
Aptus Capital Advisors
Alabama
$56.4K
GEA
545
Glen Eagle Advisors
New Jersey
$53.3K -$14.3K -99 -21%
CWP
546
Concord Wealth Partners
Virginia
$53.2K
TCOV
547
Trust Company of Vermont
Vermont
$52.1K
TF
548
TimeScale Financial
Massachusetts
$51.5K +$24.4K +169 +90%
LFA
549
LGT Financial Advisors
Texas
$51.4K +$51.4K +356 New
KFS
550
Kelly Financial Services
Massachusetts
$50.2K -$746K -5,174 -94%