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iShares MSCI USA Momentum Factor ETF

643 hedge funds and large institutions have $7.66B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 141 increasing their positions, 348 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-57
Holders Change %
-8.14%
% of All Funds
10.14%
Holding in Top 10
45
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-25%
% of All Funds
0.71%
New
55
Increased
141
Reduced
348
Closed
109
Calls
$4.49M
Puts
$2.73M
Net Calls
+$1.76M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Shares
Change %
BAAM
576
Baker Avenue Asset Management
California
$27.4K -$106K -737 -80%
OP
577
ORG Partners
Indiana
$27.2K +$27.2K +185 New
HWA
578
HHM Wealth Advisors
Tennessee
$24.7K -$2.74K -19 -10%
WAM
579
WFA Asset Management
Wisconsin
$24.7K +$24.7K +171 New
EW
580
Element Wealth
Mississippi
$23.4K +$10.7K +74 +84%
BWA
581
BDO Wealth Advisors
Florida
$23.1K
PPWM
582
PFG Private Wealth Management
Florida
$22.4K
FHA
583
First Horizon Advisors
Tennessee
$20.3K -$281K -1,947 -93%
MCM
584
McMillion Capital Management
North Carolina
$20.2K +$20.2K +140 New
BHWM
585
Beaird Harris Wealth Management
Texas
$19.9K
AWM
586
Abound Wealth Management
Tennessee
$19.8K
AP
587
Arlington Partners
Alabama
$18.9K
CWC
588
Carolinas Wealth Consulting
North Carolina
$18.8K -$7.62K -53 -29%
EWA
589
EverSource Wealth Advisors
Alabama
$18.8K -$866 -6 -4%
AWM
590
Aspire Wealth Management
Massachusetts
$17.7K -$5.9K -41 -25%
SIS
591
Sound Income Strategies
Florida
$17K +$7.47K +52 +79%
ADL
592
Asset Dedication LLC
California
$16K
SMA
593
Sage Mountain Advisors
Georgia
$15.3K
SVCP
594
Silicon Valley Capital Partners
California
$15.1K
SSB
595
Sandy Spring Bank
Maryland
$14.4K
AWM
596
AllSquare Wealth Management
New York
$14.2K
TCA
597
Trifecta Capital Advisors
Illinois
$13.8K
FA
598
Fiduciary Alliance
South Carolina
$13.3K +$13.3K +92 New
DI
599
Disciplined Investments
Oklahoma
$13.1K
CIR
600
Clear Investment Research
Georgia
$12.6K