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iShares MSCI USA Momentum Factor ETF

497 hedge funds and large institutions have $5.78B invested in iShares MSCI USA Momentum Factor ETF in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 174 increasing their positions, 196 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
-15
Holders Change %
-2.93%
% of All Funds
10.98%
Holding in Top 10
84
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5%
% of All Funds
1.86%
New
76
Increased
174
Reduced
196
Closed
85
Calls
$1.37M
Puts
$19.2M
Net Calls
-$17.8M
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
551
SteelPeak Wealth
California
-$244K -1,945 Closed
SP
552
Successful Portfolios
Florida
-$244K -1,940 Closed
CRWM
553
Castle Rock Wealth Management
California
-$251K -1,866 Closed
WS
554
Wedbush Securities
California
-$230K -1,830 Closed
NWP
555
Northstar Wealth Partners
Connecticut
-$209K -1,672 Closed
SWM
556
SVA Wealth Management
Wisconsin
-$206K -1,644 Closed
CIBC World Market
557
CIBC World Market
Ontario, Canada
-$202K -1,612 Closed
MIM
558
Moseley Investment Management
Florida
-$202K -1,605 Closed
FFWA
559
FRG Family Wealth Advisors
Washington
-$201K -1,597 Closed
Rockefeller Capital Management
560
Rockefeller Capital Management
New York
-$133K -1,057 Closed
RCA
561
Rowland Carmichael Advisors
Arizona
-$91K -727 Closed
ACA
562
Aptus Capital Advisors
Alabama
-$80K -640 Closed
LWM
563
Lionsbridge Wealth Management
Florida
-$77K -613 Closed
Simplex Trading
564
Simplex Trading
Illinois
-$66K -530 Closed
TFA
565
Tobias Financial Advisors
Florida
-$57K -460 Closed
CAL
566
Capital Analysts LLC
Pennsylvania
-$44K -350 Closed
FCA
567
FinTrust Capital Advisors
South Carolina
-$36K -284 Closed
LAS
568
Lloyd Advisory Services
Georgia
-$32K -258 Closed
BBA
569
Braun-Bostich & Associates
Pennsylvania
-$27K -216 Closed
1IA
570
1834 Investment Advisors
Wisconsin
-$25K -200 Closed
MWP
571
MYCIO Wealth Partners
Pennsylvania
-$22K -175 Closed
CB
572
CNB Bank
Pennsylvania
-$20K -161 Closed
TA
573
TFG Advisers
Michigan
-$17K -137 Closed
CHAM
574
Clear Harbor Asset Management
Connecticut
-$13.8K -110 Closed
GFPC
575
Global Financial Private Client
Florida
-$12.7K -101 Closed