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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 %
YIH
701
Y-Intercept (HK)
Hong Kong
-$390K -2,487 Closed
CWM
702
Certus Wealth Management
California
-$366K -2,330 Closed
JJBC
703
James J. Burns & Company
New York
-$311K -1,983 Closed
TWM
704
TSA Wealth Management
Texas
-$301K -1,916 Closed
AAM
705
Augustine Asset Management
Florida
-$296K -1,885 Closed
ACP
706
Aveo Capital Partners
Colorado
-$281K -1,793 Closed
AWM
707
Aprio Wealth Management
Georgia
-$281K -1,793 Closed
SGWM
708
Sterling Group Wealth Management
California
-$269K -1,714 Closed
LS
709
Leelyn Smith
Illinois
-$241K -1,536 Closed
SA
710
Sunesis Advisors
Kansas
-$238K -1,518 Closed
Simplex Trading
711
Simplex Trading
Illinois
-$227K -1,447 Closed
MWM
712
Meridian Wealth Management
Kentucky
-$219K -1,398 Closed
CCM
713
Crabel Capital Management
California
-$219K -1,395 Closed
GL
714
Graypoint LLC
New York
-$213K -1,356 Closed
AWA
715
Arete Wealth Advisors
Illinois
-$211K -1,346 Closed
BCM
716
Blume Capital Management
California
-$157K -1,002 Closed
BWM
717
BKM Wealth Management
Wisconsin
-$113K -719 Closed
TFG
718
Team Financial Group
California
-$107K -684 Closed
HR
719
Howe & Rusling
New York
-$103K -656 Closed
SNB
720
Security National Bank
Nebraska
-$69.8K -445 Closed
CYG
721
Clean Yield Group
Vermont
-$62.8K -400 Closed
AC
722
AlphaCore Capital
California
-$33.6K -214 Closed
AWM
723
Able Wealth Management
New Jersey
-$27.8K -177 Closed
RFA
724
Resurgent Financial Advisors
Georgia
-$25.9K -165 Closed
CG
725
Cutler Group
California
-$24K -155 Closed