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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 %
EIA
101
Eldridge Investment Advisors
New Hampshire
$7.83M -$1.7M -15,164 -18%
LPT
102
Legacy Private Trust
Wisconsin
$7.27M +$3.53M +31,454 +94%
SPIA
103
Steward Partners Investment Advisory
New York
$6.81M +$2.77M +24,730 +69%
CPIG
104
Chicago Partners Investment Group
Illinois
$6.65M +$1.23M +11,059 +23%
RWG
105
Regal Wealth Group
California
$6.47M +$1.64M +14,653 +34%
TRCT
106
Tower Research Capital (TRC)
New York
$6.4M +$6.4M +56,999 New
FA
107
Forefront Analytics
Pennsylvania
$6.3M -$2.4M -21,427 -28%
Citadel Advisors
108
Citadel Advisors
Florida
$6.12M -$633K -5,641 -9%
LNC
109
Lincoln National Corp
Pennsylvania
$6.03M +$4.02M +35,834 +200%
SWMG
110
Sanchez Wealth Management Group
Florida
$5.92M +$20.3K +181 +0.3%
JPMPWA
111
J.P. Morgan Private Wealth Advisors
California
$5.71M -$8.4M -74,861 -60%
COI
112
Capital One Investing
Virginia
$5.61M +$923K +8,229 +20%
CFD
113
Creative Financial Designs
Indiana
$5.53M +$2.64M +23,542 +91%
SC
114
Scotia Capital
Ontario, Canada
$5.38M +$256K +2,286 +5%
PWAG
115
Polaris Wealth Advisory Group
California
$5.17M +$28.5K +253 +0.6%
EFL
116
ERn Financial LLC
Wisconsin
$5.17M +$2.81M +25,247 +120%
CIC
117
Carnegie Investment Counsel
Ohio
$5M -$110K -983 -2%
CA
118
Cetera Advisors
Colorado
$4.7M +$1.08M +9,669 +30%
ACA
119
Atlas Capital Advisors
Wyoming
$4.58M -$70.4K -628 -2%
LIA
120
LS Investment Advisors
Michigan
$4.48M +$811K +7,225 +22%
EPA
121
Element Pointe Advisors
Florida
$4.41M +$2.55M +22,690 +137%
GSWM
122
Golden State Wealth Management
California
$4.41M +$4.41M +39,308 New
Citigroup
123
Citigroup
New York
$4.19M -$321K -2,858 -7%
BFG
124
Barber Financial Group
Kansas
$4.19M -$20.1M -178,773 -83%
PWS
125
Paragon Wealth Strategies
Florida
$4.05M +$3M +26,766 +288%