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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 %
I
126
INVST
Indiana
$6.25M +$6.25M +61,653 New
PA
127
Parallel Advisors
California
$6.23M -$11.3M -105,742 -64%
PCM
128
Peak Capital Management
Colorado
$6.06M +$211K +1,986 +4%
Lido Advisors
129
Lido Advisors
California
$5.91M -$1.19M -11,201 -17%
WAM
130
Wolverine Asset Management
Illinois
$5.86M +$5.86M +55,000 New
EFL
131
ERn Financial LLC
Wisconsin
$5.83M +$310K +2,912 +6%
Citigroup
132
Citigroup
New York
$5.73M +$625K +5,868 +12%
IA
133
IFG Advisory
Georgia
$5.46M +$452K +4,250 +9%
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$5.37M +$4.15M +38,938 +340%
ACA
135
Ackerman Capital Advisors
Texas
$5.36M -$1M -9,405 -16%
IDA
136
Intelligence Driven Advisers
California
$5.08M -$1.5M -14,094 -23%
UCFA
137
United Capital Financial Advisors
Texas
$4.93M +$289K +2,711 +6%
PFA
138
Plotkin Financial Advisors
Maryland
$4.93M -$270K -2,534 -5%
RCS
139
Retirement Capital Strategies
California
$4.9M +$1.28M +12,064 +36%
CIC
140
Carnegie Investment Counsel
Ohio
$4.87M +$134K +1,254 +3%
FTIOP
141
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.8M +$4.8M +45,114 New
EWP
142
Engrave Wealth Partners
Texas
$4.8M +$289K +2,713 +6%
FAIM
143
Financial Advocates Investment Management
Washington
$4.75M +$2.54M +23,807 +114%
RWG
144
Regal Wealth Group
California
$4.68M -$1.52M -14,271 -25%
CA
145
Cetera Advisors
Colorado
$4.59M -$2.92M -27,405 -39%
OWM
146
Opes Wealth Management
California
$4.48M -$164K -1,541 -4%
APA
147
American Portfolios Advisors
New York
$4.39M +$179K +1,679 +4%
LNC
148
Lincoln National Corp
Pennsylvania
$4.34M -$54.9K -516 -1%
QI
149
QS Investors
New York
$4.31M -$6.62M -62,154 -61%
3F
150
360 Financial
Minnesota
$4.3M -$85.1K -799 -2%