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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 %
SWP
101
Stratos Wealth Partners
Ohio
$8.6M -$122K -1,142 -1%
EC
102
Estate Counselors
Wisconsin
$8.56M +$8.56M +80,340 New
SFPM
103
Sensible Financial Planning & Management
Massachusetts
$8.53M +$4.4M +41,321 +106%
ACA
104
Atlas Capital Advisors
Wyoming
$8.33M +$2.84M +26,639 +52%
AFC
105
Adaptive Financial Consulting
Ohio
$8.1M +$310K +2,910 +4%
JWM
106
Janiczek Wealth Management
Colorado
$7.85M +$7.83M +73,538 +52,527%
LIA
107
LS Investment Advisors
Michigan
$7.8M +$2.12M +19,900 +37%
FFN
108
Focus Financial Network
Minnesota
$7.79M +$1.78M +16,700 +30%
SAM
109
Stringer Asset Management
Tennessee
$7.74M -$433K -4,065 -5%
AIA
110
Arrow Investment Advisors
Maryland
$7.53M +$7.53M +70,720 New
CPIG
111
Chicago Partners Investment Group
Illinois
$7.45M -$305K -2,577 -4%
GCA
112
Genesee Capital Advisors
New York
$7.31M -$869K -8,162 -11%
TWM
113
Trinity Wealth Management
Pennsylvania
$7.18M -$2.07M -19,457 -22%
MWM
114
McNaughton Wealth Management
California
$7.17M +$242K +2,273 +3%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$6.99M +$2.08M +19,578 +43%
AFS
116
Access Financial Services
Minnesota
$6.98M -$2.36M -22,194 -25%
REMPR
117
Roof Eidam Maycock Peralta (REMP)
California
$6.69M +$13.5K +127 +0.2%
CFD
118
Creative Financial Designs
Indiana
$6.62M -$804K -7,555 -11%
ASN
119
Advisory Services Network
Georgia
$6.56M +$4.36M +40,943 +198%
FFG
120
Frisch Financial Group
New York
$6.55M +$6.55M +61,462 New
GT
121
Glenview Trust
Kentucky
$6.52M +$303K +2,850 +5%
DA
122
Detalus Advisors
Missouri
$6.44M +$180K +1,694 +3%
FA
123
Forefront Analytics
Pennsylvania
$6.43M -$5.63M -52,864 -47%
SWMG
124
Sanchez Wealth Management Group
Florida
$6.41M +$15.3K +144 +0.2%
AWA
125
ARQ Wealth Advisors
Arizona
$6.25M +$6.25M +58,705 New