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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 %
BFAG
526
Blackston Financial Advisory Group
Florida
$252K +$252K +1,244 New
RJTCONH
527
Raymond James Trust Company of New Hampshire
New Hampshire
$252K +$252K +1,241 New
LMKC
528
L.M. Kohn & Company
Ohio
$251K -$950K -4,687 -79%
SG
529
Strid Group
Pennsylvania
$250K +$250K +1,232 New
SG
530
StoneX Group
New York
$248K -$10.9K -54 -4%
PA
531
Pinnacle Associates
New York
$245K -$18.4K -117 -7%
HT
532
Headlands Technologies
Illinois
$245K +$245K +1,209 New
TWM
533
TCFG Wealth Management
California
$245K +$245K +1,206 New
HGWM
534
Horst & Graben Wealth Management
Oregon
$242K -$2.03K -10 -0.8%
RRCM
535
Rappaport Reiches Capital Management
Illinois
$239K
Fisher Asset Management
536
Fisher Asset Management
Washington
$238K -$232K -1,143 -49%
GWS
537
Glassman Wealth Services
Virginia
$237K
AFG
538
Allegheny Financial Group
Pennsylvania
$234K
DWM
539
Darwin Wealth Management
Florida
$232K -$28.8K -142 -11%
RHP
540
Royal Harbor Partners
Texas
$232K
MMA
541
Miracle Mile Advisors
California
$231K -$168K -828 -42%
PWM
542
Prosperity Wealth Management
California
$231K +$406 +2 +0.2%
AWMNH
543
Arcadia Wealth Management (New Hampshire)
New Hampshire
$229K +$229K +1,130 New
KWM
544
Kingsview Wealth Management
Oregon
$229K +$15.2K +75 +7%
WSFS
545
Wilmington Savings Fund Society
Delaware
$227K +$227K +1,122 New
NL
546
NWAM LLC
Washington
$227K +$227K +1,118 New
SIAS
547
Summit Investment Advisory Services
Minnesota
$225K +$225K +1,109 New
EE
548
EWG Elevate
California
$224K
BWA
549
Bordeaux Wealth Advisors
California
$224K -$1.62K -8 -0.7%
NHT
550
New Hampshire Trust
New Hampshire
$222K