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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 %
SWC
651
Spectrum Wealth Counsel
Indiana
$8.43K
CSB
652
City State Bank
Iowa
$8K +$8K +44 New
CHA
653
Carmichael Hill & Associates
Maryland
$7.87K
PCM
654
Penserra Capital Management
California
$7K +$7K +41 New
DJSG
655
D.J. St. Germain
Massachusetts
$6.56K
Kayne Anderson Rudnick Investment Management
656
Kayne Anderson Rudnick Investment Management
California
$4.88K +$4.88K +26 New
AIC
657
Archer Investment Corporation
Indiana
$4.68K
SS
658
Sunbelt Securities
Texas
$4.68K
VL
659
Vima LLC
Michigan
$4.27K +$4.02K +968 +1,561%
JHCP
660
Jackson Hole Capital Partners
Oklahoma
$3.93K
FIM
661
Fernwood Investment Management
Massachusetts
$3.75K +$3.75K +20 New
BBPWM
662
Blue Bell Private Wealth Management
Pennsylvania
$3.56K
TFGT
663
TS Financial Group (TSFG)
Illinois
$3K
DFA
664
DHJJ Financial Advisors
Illinois
$2.96K
OLVIG
665
Oliver Lagore Vanvalin Investment Group
Michigan
$2.81K -$187 -1 -6%
SIC
666
Salem Investment Counselors
North Carolina
$2.62K
PCMC
667
Private Capital Management (Colorado)
Colorado
$2.62K +$2.62K +14 New
First Manhattan
668
First Manhattan
New York
$2.25K -$16.7K -89 -88%
TH
669
TCTC Holdings
Texas
$1.87K
S
670
SignatureFD
Georgia
$1.87K +$1.31K +7 +233%
Toronto Dominion Bank
671
Toronto Dominion Bank
Ontario, Canada
$1.87K +$1.87K +10 New
SN
672
Sittner & Nelson
Oregon
$1.87K +$1.87K +10 New
FFO
673
Fortitude Family Office
Arizona
$1.69K -$6.74K -36 -80%
TAM
674
Tucker Asset Management
Colorado
$1.69K
NSIM
675
North Star Investment Management
Illinois
$1.12K