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iShares MSCI USA Momentum Factor ETF

682 hedge funds and large institutions have $9.65B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 193 increasing their positions, 258 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+45
Holders Change %
+7.06%
% of All Funds
9.89%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.62%
New
115
Increased
193
Reduced
258
Closed
55
Calls
$32.3M
Puts
$643M
Net Calls
-$611M
Net Calls Change
-$614M
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
101
Atria Wealth Solutions
New York
$8.32M +$2.82M +15,027 +51%
OWM
102
Opes Wealth Management
California
$8.31M -$323K -1,725 -4%
TC
103
Tacita Capital
Ontario, Canada
$8.13M +$319K +1,701 +4%
CPIG
104
Chicago Partners Investment Group
Illinois
$8.08M -$193K -1,077 -2%
GOCP
105
Great Oak Capital Partners
Massachusetts
$8.04M -$3.75M -19,998 -32%
CF
106
Centaurus Financial
California
$7.92M -$313K -1,672 -4%
HighTower Advisors
107
HighTower Advisors
Illinois
$7.89M -$49.4K -264 -0.6%
PAS
108
Park Avenue Securities
New York
$7.87M +$7.31M +39,039 +1,311%
MA
109
Mutual Advisors
Nebraska
$7.79M +$6.36M +33,958 +446%
AI
110
Atria Investments
North Carolina
$7.73M +$1.41M +7,531 +22%
FAG
111
Financial Architects (Georgia)
Georgia
$7.7M -$292K -1,560 -4%
KAS
112
Kestra Advisory Services
Texas
$7.61M -$60.3K -322 -0.8%
Envestnet Portfolio Solutions
113
Envestnet Portfolio Solutions
Illinois
$7.54M +$5.35M +28,580 +245%
GWSA
114
Global Wealth Strategies & Associates
Colorado
$7.1M +$7.1M +37,907 New
Creative Planning
115
Creative Planning
Kansas
$6.99M +$912K +4,867 +15%
HI
116
Harbour Investments
Wisconsin
$6.82M -$205K -1,095 -3%
PCIA
117
Prime Capital Investment Advisors
Kansas
$6.77M -$158K -841 -2%
ACA
118
Atlas Capital Advisors
Wyoming
$6.76M +$84.3K +450 +1%
HF
119
HRT Financial
New York
$6.7M +$6.7M +35,764 New
SC
120
Scotia Capital
Ontario, Canada
$6.58M -$1.03M -5,491 -14%
FA
121
Forefront Analytics
Pennsylvania
$6.56M -$359K -1,918 -5%
CP
122
Capital Planning
Washington
$6.52M -$268K -1,430 -4%
TRCT
123
Tower Research Capital (TRC)
New York
$6.49M +$6.47M +34,538 +30,033%
BWM
124
Brickley Wealth Management
California
$6.42M
Squarepoint
125
Squarepoint
New York
$6.35M +$5.64M +30,122 +795%