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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 %
VF
676
VitalStone Financial
Texas
$1K
CA
677
Centerpoint Advisors
Massachusetts
$1K
AA
678
Ancora Advisors
Ohio
$749 -$2.06K -11 -73%
FRA
679
Front Row Advisors
California
$749
IGWM
680
ICA Group Wealth Management
Colorado
$565
T
681
Tidemark
California
$562
CAM
682
Creekmur Asset Management
Illinois
$126 -$252 -2 -67%
Two Sigma Investments
683
Two Sigma Investments
New York
-$9.3M -59,300 Closed
1832 Asset Management
684
1832 Asset Management
Ontario, Canada
-$8.14M -51,860 Closed
Two Sigma Advisers
685
Two Sigma Advisers
New York
-$7.67M -48,900 Closed
Millennium Management
686
Millennium Management
New York
-$6.21M -39,603 Closed
SAG
687
SageView Advisory Group
California
-$3.09M -18,291 Closed
GCP
688
GSA Capital Partners
United Kingdom
-$1.52M -9,700 Closed
BFG
689
Beacon Financial Group
Texas
-$1.28M -8,189 Closed
SWM
690
Scissortail Wealth Management
Oklahoma
-$1.04M -6,176 Closed
LLWM
691
Life Line Wealth Management
California
-$865K -5,516 Closed
WIA
692
World Investment Advisors
California
-$637K -4,059 Closed
GFG
693
Goldstone Financial Group
Illinois
-$611K -3,892 Closed
CWS
694
Confluence Wealth Services
Pennsylvania
-$561K -3,574 Closed
EMAM
695
Encompass More Asset Management
California
-$543K -3,458 Closed
IWM
696
Iams Wealth Management
Nebraska
-$491K -3,127 Closed
ES
697
Eagle Strategies
New York
-$472K -3,008 Closed
VFG
698
Valley Financial Group
Pennsylvania
-$471K -3,002 Closed
SCP
699
Syntal Capital Partners
Texas
-$450K -2,868 Closed
BCM
700
Barometer Capital Management
Ontario, Canada
-$408K -2,600 Closed