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iShares MSCI USA Momentum Factor ETF

637 hedge funds and large institutions have $7.71B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 139 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
+21
Holders Change %
+3.41%
% of All Funds
9.34%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
92
Increased
139
Reduced
307
Closed
59
Calls
$5.96M
Puts
$2.18M
Net Calls
+$3.78M
Net Calls Change
+$5.53M
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
551
Huntington National Bank
Ohio
$51.9K -$71.4K
CPG
552
Cornerstone Planning Group
New Jersey
$50.7K -$15.8K -101 -24%
DWMG
553
DB Wealth Management Group
California
$47.6K +$157 +1 +0.3%
BSB
554
Bangor Savings Bank
Maine
$47.1K
MIFH
555
Migdal Insurance & Financial Holdings
Israel
$47K
YDMI
556
Y.D. More Investments
Israel
$42.4K
CIA
557
Cape Investment Advisory
Georgia
$42.2K -$57.1K -364 -58%
SIS
558
Sound Income Strategies
Florida
$39K +$28.8K +183 +282%
BWM
559
Baystate Wealth Management
Massachusetts
$36.7K +$157 +1 +0.4%
AC
560
AlphaCore Capital
California
$33.6K +$33.6K +214 New
EW
561
Element Wealth
Mississippi
$31.6K
NB
562
NBT Bank
New York
$31.2K +$31.2K +199 New
AF
563
Advisornet Financial
Minnesota
$30.4K -$5.17K -33 -15%
AWM
564
Able Wealth Management
New Jersey
$27.8K +$27.8K +177 New
BBHC
565
Brown Brothers Harriman & Co
New York
$26.7K +$628 +4 +2%
NCM
566
Northwest Capital Management
Oregon
$26.4K -$9.41K -60 -26%
RFA
567
Resurgent Financial Advisors
Georgia
$25.9K -$80.5K -513 -76%
KFS
568
Kelly Financial Services
Massachusetts
$25.4K -$6.59K -42 -21%
AWM
569
Aspire Wealth Management
Massachusetts
$25.3K
CG
570
Cutler Group
California
$24K +$24K +155 New
SA
571
Scarborough Advisors
Maryland
$23K +$23K +147 New
CP
572
Castleview Partners
Texas
$22.8K -$314K -1,994 -93%
FWA
573
FSC Wealth Advisors
New York
$22.3K -$13.6K -87 -38%
FHA
574
First Horizon Advisors
Tennessee
$22.1K
BL
575
Balentine LLC
Georgia
$21.7K -$103K -656 -83%