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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 %
BBHC
576
Brown Brothers Harriman & Co
New York
$150K +$119K +633 +372%
BFEC
577
Benjamin F. Edwards & Company
Missouri
$150K
SL
578
Salomon & Ludwin
Virginia
$138K
IF
579
Integrity Financial
Wyoming
$131K
ST
580
Smithfield Trust
Pennsylvania
$130K
ITIM
581
Indiana Trust & Investment Management
Indiana
$128K +$128K +681 New
CIBC Private Wealth Group
582
CIBC Private Wealth Group
Georgia
$120K +$120K +640 New
WSCM
583
Wellington Shields Capital Management
New York
$118K +$118K +630 New
FFA
584
Founders Financial Alliance
North Carolina
$109K +$24K +128 +28%
BWL
585
Bogart Wealth LLC
Virginia
$99.7K +$12.2K +65 +14%
CTC
586
Central Trust Company
Missouri
$97K
HNB
587
Hilltop National Bank
Wyoming
$95.9K +$95.9K +512 New
CA
588
CoreCap Advisors
Michigan
$94.4K +$94.4K +504 New
RFS
589
Richardson Financial Services
Massachusetts
$86.6K +$19.5K +104 +29%
TLA
590
Tanglewood Legacy Advisors
Texas
$81.9K
PFBT
591
Parkside Financial Bank & Trust
Missouri
$77.8K -$4.31K -23 -5%
SRCM
592
Signature Resources Capital Management
California
$74.4K
TCOV
593
Trust Company of Vermont
Vermont
$67.6K
MG
594
Mather Group
Illinois
$66.7K +$66.7K +425 New
GEA
595
Glen Eagle Advisors
New Jersey
$66K
CA
596
Continuum Advisory
Idaho
$65.6K -$350K -1,899 -84%
WIM
597
Westside Investment Management
California
$64.8K
FDCP
598
Foster Dykema Cabot & Partners
Massachusetts
$64.4K
HCP
599
Hexagon Capital Partners
Arkansas
$63.7K
PAI
600
Pittenger & Anderson Inc
Nebraska
$63.3K