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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 %
RIA
626
Realta Investment Advisors
Delaware
$23.4K +$23.4K +125 New
CPG
627
Cornerstone Planning Group
New Jersey
$22.5K -$35.7K -198 -61%
CIM
628
Contravisory Investment Management
Massachusetts
$21.9K
CA
629
Crewe Advisors
Utah
$21.5K
JWA
630
JFS Wealth Advisors
Pennsylvania
$21K -$1.31K -7 -6%
FWA
631
FSC Wealth Advisors
New York
$20.1K -$6.58K -35 -25%
AWM
632
AllSquare Wealth Management
New York
$19.5K
LFA
633
LGT Financial Advisors
Texas
$18.9K
VWWMG
634
Vermillion & White Wealth Management Group
Pennsylvania
$16.3K
CIR
635
Clear Investment Research
Georgia
$16.3K
EWM
636
EPG Wealth Management
Georgia
$16.3K +$1.87K +10 +13%
PPWM
637
PFG Private Wealth Management
Florida
$15.4K
RFA
638
Register Financial Advisors
Georgia
$15K
CWP
639
Concord Wealth Partners
Virginia
$12.4K -$56.8K -303 -82%
SMA
640
Sage Mountain Advisors
Georgia
$12.4K +$8.99K +48 +267%
GI
641
Gradient Investments
Minnesota
$11.7K -$186 -1 -2%
EWA
642
EverSource Wealth Advisors
Alabama
$11.6K -$10.8K -61 -48%
MHR
643
Matthew Hamilton Rosenberg
$11.3K
CFS
644
CGC Financial Services
Oregon
$11.2K -$2.62K -14 -19%
EWA
645
Elevate Wealth Advisory
Georgia
$11.2K
FHA
646
First Horizon Advisors
Tennessee
$10.7K -$15.8K -84 -60%
WIA
647
Wetzel Investment Advisors
Indiana
$10.2K
VWM
648
Venturi Wealth Management
Texas
$9.93K
TAM
649
Townsend Asset Management
North Carolina
$9.7K
SSB
650
Sandy Spring Bank
Maryland
$8.62K +$8.62K +46 New