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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 %
US Bancorp
76
US Bancorp
Minnesota
$12.7M -$859K -8,068 -6%
BSAM
77
Blue Sky Asset Management
Colorado
$12.4M +$9.95M +93,433 +398%
HF
78
HRT Financial
New York
$12.4M +$11.2M +105,452 +946%
GWAG
79
Garrett Wealth Advisory Group
Texas
$12.3M +$221K +2,079 +2%
CG
80
CFO4Life Group
Texas
$12.3M -$187K -1,755 -1%
Goldman Sachs
81
Goldman Sachs
New York
$11.9M +$2.56M +24,011 +27%
TWA
82
Tillar-Wenstrup Advisors
Ohio
$11.5M +$1.74M +16,358 +18%
CF
83
Centaurus Financial
California
$11.3M -$692K -6,501 -6%
Stifel Financial
84
Stifel Financial
Missouri
$11.2M +$779K +7,320 +8%
SPC
85
Sigma Planning Corp
Michigan
$10.9M +$1.05M +9,894 +11%
SS
86
Simplicity Solutions
Minnesota
$10.9M -$8.31M -78,012 -43%
SMG
87
Smart Money Group
Texas
$10.7M +$2.66M +24,940 +33%
OCPWS
88
One Charles Private Wealth Services
Massachusetts
$10.7M +$462K +4,339 +5%
IWS
89
Insight Wealth Strategies
California
$10.5M +$8.77M +82,369 +504%
CAG
90
Crestwood Advisors Group
Massachusetts
$10.5M +$97.8K +918 +0.9%
PWS
91
Private Wealth Strategies
Ohio
$10.4M -$285K -2,676 -3%
CCFM
92
Clear Creek Financial Management
Washington
$10.2M -$4.49M -38,369 -30%
SPI
93
Santori & Peters Inc
Pennsylvania
$10.1M +$684K +6,427 +7%
CA
94
Crumly & Associates
Illinois
$10.1M +$1.74M +16,387 +21%
MCWS
95
McKinley Carter Wealth Services
West Virginia
$10M +$293K +2,752 +3%
SPIA
96
Steward Partners Investment Advisory
New York
$9.67M +$1.42M +13,295 +17%
Bank Julius Baer & Co
97
Bank Julius Baer & Co
Switzerland
$9.67M +$9.67M +90,767 New
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$9.1M -$1.09M -10,256 -11%
CCA
99
Cobblestone Capital Advisors
New York
$8.89M +$15.4K +145 +0.2%
DCM
100
Donaldson Capital Management
Indiana
$8.63M +$257K +2,417 +3%