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iShares MSCI USA Momentum Factor ETF

138 hedge funds and large institutions have $1.33B invested in iShares MSCI USA Momentum Factor ETF in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+4
Holders Change %
+2.99%
% of All Funds
3.46%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.43%
New
25
Increased
64
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
76
WFG Advisors
Texas
$1.51M +$90.5K +1,193 +6%
Lido Advisors
77
Lido Advisors
California
$1.49M +$430K +5,666 +40%
PP
78
PagnatoKarp Partners
Virginia
$1.4M +$1.4M +18,509 New
PAMG
79
Patton Albertson Miller Group
Tennessee
$1.29M +$11.7K +154 +0.9%
CIM
80
Cambria Investment Management
California
$1.28M
HCA
81
Heck Capital Advisors
Wisconsin
$1.19M +$1.19M +15,640 New
FAAS
82
First Allied Advisory Services
California
$1.15M +$589K +7,763 +106%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$1.13M -$871K -11,478 -43%
SCA
84
Snowden Capital Advisors
New York
$1.13M +$80.9K +1,066 +8%
SPWA
85
SteelBridge Private Wealth Advisors
Florida
$1.12M +$690K +8,810 +160%
REMPR
86
Roof Eidam Maycock Peralta (REMP)
California
$1.11M +$369K +4,870 +50%
CA
87
Cetera Advisors
Colorado
$1.1M +$83.2K +1,098 +8%
UCFA
88
United Capital Financial Advisors
Texas
$1.09M -$62K -818 -5%
TLIC
89
Thai Life Insurance Company
Thailand
$1.05M +$1.05M +13,900 New
TCM
90
Tuttle Capital Management
Connecticut
$1.02M +$167K +2,203 +20%
RBC
91
Ronald Blue & Co
Georgia
$995K -$444K -5,856 -31%
LFG
92
LifePlan Financial Group
Ohio
$924K +$718K +9,470 +349%
FTUS
93
Flow Traders U.S.
New York
$914K +$759K +10,004 +488%
LPT
94
Legacy Private Trust
Wisconsin
$910K -$1.28M -16,927 -59%
LNC
95
Lincoln National Corp
Pennsylvania
$831K +$174K +2,291 +26%
SFS
96
Sowell Financial Services
Arkansas
$825K +$825K +10,276 New
BRWA
97
B. Riley Wealth Advisors
Florida
$806K +$165K +2,165 +26%
JPMPWA
98
J.P. Morgan Private Wealth Advisors
California
$774K +$94.4K +1,245 +14%
DADC
99
D.A. Davidson & Co
Montana
$751K +$220K +2,899 +41%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$751K +$738K +9,726 +5,755%