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iShares MSCI USA Momentum Factor ETF

405 hedge funds and large institutions have $5.51B invested in iShares MSCI USA Momentum Factor ETF in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 156 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
Holders Change %
0%
% of All Funds
8.78%
Holding in Top 10
56
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.75%
% of All Funds
1.21%
New
61
Increased
156
Reduced
149
Closed
52
Calls
$1.21M
Puts
$2.69M
Net Calls
-$1.48M
Net Calls Change
+$857K
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$13M -$6.82M -32,057 -34%
BAAM
77
Baker Avenue Asset Management
California
$12.2M -$2.82M -25,170 -19%
RCM
78
Requisite Capital Management
Texas
$12M +$751K +6,691 +7%
HC
79
HNP Capital
New York
$11.7M -$707K -6,306 -6%
Goldman Sachs
80
Goldman Sachs
New York
$11.7M -$73.7M -657,090 -86%
SAM
81
Stringer Asset Management
Tennessee
$10.9M -$1.68M -14,938 -13%
GVAG
82
Great Valley Advisor Group
Delaware
$10.8M +$10.8M +96,103 New
Lido Advisors
83
Lido Advisors
California
$10.7M +$4.07M +36,263 +62%
MCWS
84
McKinley Carter Wealth Services
West Virginia
$10.2M +$195K +1,741 +2%
AI
85
Atria Investments
North Carolina
$9.9M -$2.25M -20,051 -19%
WP
86
WealthSource Partners
California
$9.84M +$2M +17,833 +26%
TWA
87
Tillar-Wenstrup Advisors
Ohio
$9.83M +$3.12M +27,829 +47%
GCA
88
Genesee Capital Advisors
New York
$9.61M +$501K +4,464 +5%
IDA
89
Intelligence Driven Advisers
California
$9.49M +$2.66M +23,742 +39%
PCM
90
Peak Capital Management
Colorado
$9.46M +$1.77M +15,740 +23%
RA
91
RFG Advisory
Alabama
$9.36M +$2.1M +18,693 +29%
PA
92
Parallel Advisors
California
$9.32M +$7.92M +70,627 +566%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$9.3M +$528K +4,703 +6%
NSLI
94
Nan Shan Life Insurance
Taiwan
$8.97M -$921K -8,207 -9%
SMG
95
Smart Money Group
Texas
$8.91M -$3.93M -34,998 -31%
CAG
96
Crestwood Advisors Group
Massachusetts
$8.27M +$3.27M +29,139 +65%
JWM
97
Jackson Wealth Management
Florida
$8.13M -$180K -1,607 -2%
SPI
98
Santori & Peters Inc
Pennsylvania
$8.07M +$1.06M +9,439 +15%
REMPR
99
Roof Eidam Maycock Peralta (REMP)
California
$7.96M -$190K -1,690 -2%
FAAS
100
First Allied Advisory Services
California
$7.9M +$2.45M +21,908 +45%