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iShares MSCI USA Momentum Factor ETF

497 hedge funds and large institutions have $5.78B invested in iShares MSCI USA Momentum Factor ETF in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 174 increasing their positions, 196 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
-15
Holders Change %
-2.93%
% of All Funds
10.98%
Holding in Top 10
84
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5%
% of All Funds
1.86%
New
76
Increased
174
Reduced
196
Closed
85
Calls
$1.37M
Puts
$19.2M
Net Calls
-$17.8M
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$21.6M +$878K +8,245 +4%
WDL
52
Well Done LLC
Michigan
$20.5M -$2.34M -22,009 -10%
FA
53
Fortis Advisors
Pennsylvania
$19.7M +$3.64M +34,154 +23%
BWA
54
Burt Wealth Advisors
Maryland
$18M -$192K -1,802 -1%
22CM
55
20/20 Capital Management
California
$17.9M +$540K +4,492 +3%
FDCC
56
Foster Dykema Cabot & Co
Massachusetts
$17.7M -$1.17M -11,032 -6%
PIN
57
Prudent Investors Network
California
$17.5M +$1.72M +16,165 +11%
FBFS
58
First Business Financial Services
Wisconsin
$17.1M +$17.1M +160,775 New
SFA
59
Stewardship Financial Advisors
Georgia
$16.7M -$3.88M -36,486 -19%
FWM
60
Focused Wealth Management
New York
$15.8M +$461K +4,326 +3%
HighTower Advisors
61
HighTower Advisors
Illinois
$15.6M -$763K -7,163 -5%
SP
62
Symmetry Partners
Connecticut
$15.6M +$1.02M +9,567 +7%
WP
63
WealthSource Partners
California
$15.2M +$1.77M +16,645 +13%
COF
64
Capital One Financial
Virginia
$15.2M +$15.2M +142,954 New
MML Investors Services
65
MML Investors Services
Massachusetts
$15M -$4.18M -39,213 -22%
PAG
66
Private Advisor Group
New Jersey
$15M +$3.68M +34,527 +33%
KCM
67
Kathmere Capital Management
Pennsylvania
$14.7M +$5.45M +51,200 +59%
LPT
68
Legacy Private Trust
Wisconsin
$14.6M +$1.11M +10,391 +8%
JPMPWA
69
J.P. Morgan Private Wealth Advisors
California
$14.5M +$3.66M +34,383 +34%
OC
70
Oppenheimer & Co
New York
$14.2M -$3.33M -31,254 -19%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$14.1M -$13.7M
AI
72
AdvisorShares Investments
Maryland
$13.8M +$13.8M +129,377 New
CC
73
Chanos & Company
New York
$13.6M +$7.79M +73,198 +134%
AWM
74
AE Wealth Management
Kansas
$13.2M -$8.78M -82,489 -40%
RA
75
RFG Advisory
Alabama
$12.8M -$543K -5,104 -4%