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iShares MSCI USA Momentum Factor ETF

685 hedge funds and large institutions have $10.1B invested in iShares MSCI USA Momentum Factor ETF in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 276 increasing their positions, 218 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+46
Holders Change %
+7.2%
% of All Funds
12.06%
Holding in Top 10
95
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-10.38%
% of All Funds
1.67%
New
123
Increased
276
Reduced
218
Closed
71
Calls
$23.1M
Puts
$47.1M
Net Calls
-$23.9M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CHA
651
Carmichael Hill & Associates
Maryland
$9K
GWMIA
652
Global Wealth Management Investment Advisory
Florida
$9K +$8.83K +52 +5,200%
TWA
653
TCI Wealth Advisors
Arizona
$9K +$9K +59 New
RPCA
654
Running Point Capital Advisors
California
$8K -$4.25K -26 -35%
LAS
655
Lloyd Advisory Services
Georgia
$7K -$50.6K -325 -88%
TCWA
656
Ten Capital Wealth Advisors
Washington
$7K
JHCP
657
Jackson Hole Capital Partners
Oklahoma
$7K +$7K +45 New
FRA
658
Front Row Advisors
California
$6K
SSC
659
Syverson Strege & Co
Iowa
$6K
WWM
660
Wagner Wealth Management
South Carolina
$6K +$6K +37 New
ST
661
Smithfield Trust
Pennsylvania
$5K +$5K +31 New
WAS
662
Wealth Advisory Solutions
Indiana
$5K +$606 +3,779 +14%
PC
663
Permanens Capital
New York
$4K -$50.7K -317 -93%
GI
664
Gradient Investments
Minnesota
$4K -$1.76K -11 -31%
MFT
665
Moisand Fitzgerald Tamayo
Florida
$4K
LDFR
666
Lehman & Derafelo Financial Resources
Pennsylvania
$4K
AP
667
Atwood & Palmer
Missouri
$4K +$4K +24 New
MIH
668
Meitav Investment House
Israel
$3.43K +$3.43K +21,326 New
SIS
669
Sound Income Strategies
Florida
$3.4K
First Manhattan
670
First Manhattan
New York
$3K
MAM
671
Meeder Asset Management
Ohio
$3K
JWA
672
JFS Wealth Advisors
Pennsylvania
$3K
TFGT
673
TS Financial Group (TSFG)
Illinois
$2K
IRC
674
Investors Research Corp
Georgia
$2K
CWA
675
Core Wealth Advisors
Florida
$2K