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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 %
AWM
676
Alterna Wealth Management
Texas
-$594K -4,269 Closed
WMR
677
Wealth Management Resources
Rhode Island
-$550K -3,954 Closed
PAM
678
Peak Asset Management
Colorado
-$532K -3,827 Closed
OWA
679
One Wealth Advisors
California
-$523K -3,765 Closed
WF
680
Williams Financial
Vermont
-$521K -3,746 Closed
RW
681
Regimen Wealth
Georgia
-$481K -3,490 Closed
GF
682
Gries Financial
Ohio
-$469K -3,376 Closed
LWM
683
Liberty Wealth Management
California
-$455K -3,271 Closed
HFA
684
High Falls Advisors
New York
-$453K -3,262 Closed
NL
685
NWAM LLC
Washington
-$420K -3,019 Closed
CAM
686
CPA Asset Management
Florida
-$412K -2,964 Closed
WCG
687
Wall Capital Group
Arizona
-$420K -2,945 Closed
DI
688
DFPG Investments
Utah
-$403K -2,898 Closed
FA
689
FDx Advisors
Illinois
-$414K -2,838 Closed
CCA
690
Clearwater Capital Advisors
Illinois
-$370K -2,664 Closed
WHCI
691
W.H. Cornerstone Investments
Massachusetts
-$355K -2,552 Closed
WA
692
Win Advisors
Florida
-$354K -2,542 Closed
ACM
693
Advisors Capital Management
New Jersey
-$335K -2,411 Closed
WA
694
Wealth Alliance
New York
-$305K -2,194 Closed
AR
695
Apeiron RIA
Texas
-$291K -2,093 Closed
AIC
696
Ayalon Insurance Company
Israel
-$285K -2,048 Closed
SEIA
697
Signature Estate & Investment Advisors
California
-$280K -2,012 Closed
KWM
698
Keebeck Wealth Management
Illinois
-$267K -1,919 Closed
WQ
699
Wealth Quarterback
New Jersey
-$264K -1,899 Closed
SWM
700
Sculati Wealth Management
Michigan
-$263K -1,895 Closed