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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 %
OWM
126
Opes Wealth Management
California
$4.02M +$4.02M +35,795 New
MIFH
127
Migdal Insurance & Financial Holdings
Israel
$3.93M -$538K -4,799 -12%
FLA
128
Financial Life Advisors
Texas
$3.86M +$511K +4,553 +15%
TA
129
TMD & Associates
Arizona
$3.83M -$4.96M -44,256 -56%
DWM
130
Darwin Wealth Management
Florida
$3.82M -$326K -2,903 -8%
CFG
131
Cooper Financial Group
California
$3.81M -$4.91M -43,793 -56%
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$3.78M +$754K +6,723 +25%
AAS
133
Avantax Advisory Services
Texas
$3.67M +$123K +1,095 +3%
BRWA
134
B. Riley Wealth Advisors
Florida
$3.66M -$44.4K -396 -1%
GT
135
Glenview Trust
Kentucky
$3.62M +$364K +3,244 +11%
FEG
136
Financial Enhancement Group
Indiana
$3.58M +$1.94M +17,305 +118%
NA
137
NewEdge Advisors
Louisiana
$3.48M -$2.99M -26,616 -46%
FHA
138
First Horizon Advisors
Tennessee
$3.46M +$365K +3,250 +12%
F
139
F3Logic
Minnesota
$3.45M -$56.2K -501 -2%
VC
140
Vicus Capital
Pennsylvania
$3.36M +$105K +937 +3%
APA
141
American Portfolios Advisors
New York
$3.25M +$651K +5,807 +25%
SCA
142
Snowden Capital Advisors
New York
$3.23M -$1.66M -14,806 -34%
IWP
143
Icon Wealth Partners
Texas
$3.21M -$1.89M -16,839 -37%
TF
144
Trek Financial
Arizona
$3.2M +$404K +3,603 +14%
GIA
145
Gladstone Institutional Advisory
Florida
$3.13M -$2.35M -20,944 -43%
BWP
146
Bernardo Wealth Planning
Pennsylvania
$3.11M +$28.4K +253 +0.9%
SFS
147
Sowell Financial Services
Arkansas
$3.05M -$376K -3,355 -11%
CWM
148
CCG Wealth Management
California
$2.94M +$1.43M +12,745 +94%
RFM
149
Royal Fund Management
Florida
$2.93M +$278K +2,478 +10%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$2.91M -$2.39M -21,278 -45%