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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 %
TSS
551
Two Sigma Securities
New York
$211K -$642K -3,429 -75%
NL
552
NWAM LLC
Washington
$209K +$209K +1,138 New
MWM
553
Maripau Wealth Management
Indiana
$208K +$208K +1,112 New
SIAS
554
Summit Investment Advisory Services
Minnesota
$207K +$207K +1,107 New
BWA
555
Bordeaux Wealth Advisors
California
$207K +$207K +1,103 New
NCM
556
NCM Capital Management
New Jersey
$206K +$206K +1,100 New
Pathstone Holdings
557
Pathstone Holdings
New Jersey
$206K +$206K +1,099 New
FCI
558
Financial Counselors Inc
Kansas
$205K +$205K +1,095 New
NHT
559
New Hampshire Trust
New Hampshire
$205K +$205K +1,095 New
SEIA
560
Signature Estate & Investment Advisors
California
$204K +$204K +1,088 New
DSCM
561
Del-Sette Capital Management
New York
$201K +$201K +1,073 New
GWSG
562
GPS Wealth Strategies Group
Colorado
$181K +$187 +1 +0.1%
CFGS
563
Concourse Financial Group Securities
Alabama
$180K +$104K +555 +137%
KFI
564
Key Financial Inc
Pennsylvania
$178K
JWM
565
Janiczek Wealth Management
Colorado
$175K
QCG
566
Quadrant Capital Group
Ohio
$173K +$59K +315 +52%
BCWM
567
Bartlett & Co Wealth Management
Ohio
$170K
CT
568
Colonial Trust
South Carolina
$168K
SC
569
Stephens Consulting
Michigan
$167K -$14.1K -75 -8%
CQS
570
Credential Qtrade Securities
$166K +$166K +885 New
WWP
571
WR Wealth Planners
Missouri
$163K +$163K +869 New
CNBTD
572
Citizens National Bank Trust Department
Mississippi
$163K
FFA
573
Farther Finance Advisors
California
$160K -$18.6K -99 -10%
FPB
574
First PREMIER Bank
South Dakota
$156K
SOAMC
575
Spirit of America Management Corp
New York
$153K +$153K +832 New