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iShares MSCI USA Momentum Factor ETF

685 hedge funds and large institutions have $10.1B invested in iShares MSCI USA Momentum Factor ETF in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 276 increasing their positions, 218 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+46
Holders Change %
+7.2%
% of All Funds
12.06%
Holding in Top 10
95
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-10.38%
% of All Funds
1.67%
New
123
Increased
276
Reduced
218
Closed
71
Calls
$23.1M
Puts
$47.1M
Net Calls
-$23.9M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
751
Plante Moran Financial Advisors
Michigan
-$3K -20 Closed
BC
752
Bartlett & Co
Ohio
-$2K -14 Closed
BCWM
753
Bartlett & Co Wealth Management
Ohio
-$2.26K -14 Closed
HWA
754
HCR Wealth Advisors
California
-$2K -14 Closed
GA
755
GoalVest Advisory
New York
-$1K -9 Closed