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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 %
IGWM
601
ICA Group Wealth Management
Colorado
$12.1K -$2.73K -19 -18%
HDIM
602
Hanson & Doremus Investment Management
Vermont
$12K
2L
603
25 LLC
Missouri
$11.9K
RFA
604
Register Financial Advisors
Georgia
$11.5K
CFS
605
CGC Financial Services
Oregon
$11.5K +$11.5K +80 New
EWM
606
EPG Wealth Management
Georgia
$11.1K
CCA
607
Column Capital Advisors
Indiana
$10.7K
GIA
608
GHP Investment Advisors
Colorado
$10.5K
VWM
609
Venturi Wealth Management
Texas
$9.23K -$5.34K -37 -37%
MHR
610
Matthew Hamilton Rosenberg
$8.66K
TAM
611
Townsend Asset Management
North Carolina
$7.42K -$19.6K -135 -73%
OLVIG
612
Oliver Lagore Vanvalin Investment Group
Michigan
$7.36K +$4.47K +31 +155%
WBC
613
West Branch Capital
Massachusetts
$7.07K
AWM
614
Atticus Wealth Management
Florida
$6.08K -$2.03K -14 -25%
CHA
615
Carmichael Hill & Associates
Maryland
$6.06K
JWA
616
JFS Wealth Advisors
Pennsylvania
$5.48K
DJSG
617
D.J. St. Germain
Massachusetts
$5.05K +$5.05K +35 New
FRA
618
Front Row Advisors
California
$5K
SC
619
Solstein Capital
California
$4.76K
FCA
620
FinTrust Capital Advisors
South Carolina
$4.52K
RCM
621
Raleigh Capital Management
North Carolina
$4.04K -$51.1K -354 -93%
AIC
622
Archer Investment Corporation
Indiana
$3.61K
SS
623
Sunbelt Securities
Texas
$3.61K +$2.89K +20 +400%
NSG
624
Nalls Sherbakoff Group
Tennessee
$3.54K
JHCP
625
Jackson Hole Capital Partners
Oklahoma
$3.03K