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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 %
TWA
526
TCI Wealth Advisors
Arizona
$242K +$242K +1,291 New
HIF
527
Hill Island Financial
Michigan
$239K -$20.4K -109 -8%
IDA
528
Intelligence Driven Advisers
California
$239K -$314K -1,676 -57%
SWM
529
Sculati Wealth Management
Michigan
$238K -$2.06K -11 -0.9%
T
530
TNF
Montana
$238K -$2.67K -15 -1%
P
531
&Partners
Tennessee
$236K +$236K +1,261 New
MA
532
Mezzasalma Advisors
New Jersey
$235K -$88.8K -474 -27%
IC
533
Inscription Capital
Texas
$234K +$234K +1,250 New
ACA
534
American Capital Advisory
Idaho
$234K +$184K +1,323 +370%
EL
535
EQ LLC
Washington
$233K +$233K +1,245 New
TP
536
Tranquility Partners
Tennessee
$233K +$233K +1,244 New
HGWM
537
Horst & Graben Wealth Management
Oregon
$229K +$229K +1,223 New
CB
538
Cadence Bank
Mississippi
$229K +$229K +1,221 New
PAMG
539
Patton Albertson Miller Group
Tennessee
$228K -$45.5K -243 -17%
KFS
540
Kelly Financial Services
Massachusetts
$226K +$196K +1,046 +646%
CA
541
Clearstead Advisors
Ohio
$226K
FA
542
Faithward Advisors
Pennsylvania
$226K +$19.1K +102 +9%
4WM
543
4J Wealth Management
Virginia
$225K -$65.4K -349 -22%
WEG
544
World Equity Group
Illinois
$223K +$223K +1,192 New
WJA
545
Willis Johnson & Associates
Texas
$223K +$223K +1,190 New
RRCM
546
Rappaport Reiches Capital Management
Illinois
$221K +$221K +1,179 New
GWS
547
Glassman Wealth Services
Virginia
$219K
Bessemer Group
548
Bessemer Group
New Jersey
$219K
JCFM
549
JBR Co Financial Management
Oklahoma
$217K +$217K +1,158 New
RHP
550
Royal Harbor Partners
Texas
$215K +$215K +1,146 New