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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 %
SKK
126
Shepherd Kaplan Krochuk
Massachusetts
$6.31M -$289K -1,542 -4%
DILIC
127
Dai-ichi Life Insurance Company
Japan
$6.13M -$2.63M -14,033 -30%
Truist Financial
128
Truist Financial
North Carolina
$6.05M -$965K -5,153 -14%
PS
129
Principal Securities
Iowa
$6.04M +$5.24M +27,962 +654%
US Bancorp
130
US Bancorp
Minnesota
$5.89M +$161K +857 +3%
EWA
131
Exencial Wealth Advisors
Oklahoma
$5.83M -$169K -903 -3%
GFA
132
Gallagher Fiduciary Advisors
Illinois
$5.54M +$215K +1,149 +4%
RFM
133
Royal Fund Management
Florida
$5.52M -$362K -1,929 -6%
PAG
134
Private Advisory Group
Washington
$5.49M +$4.5M +24,035 +457%
Allspring Global Investments
135
Allspring Global Investments
North Carolina
$5.4M
SIA
136
Strategic Investment Advisors
Michigan
$5.28M -$384K -2,048 -7%
RJT
137
Raymond James Trust
Florida
$5.08M +$324K +1,731 +7%
HH
138
Hilltop Holdings
Texas
$4.93M +$4.93M +26,292 New
CAM
139
Cozad Asset Management
Illinois
$4.88M -$216K -1,153 -4%
VHAM
140
Van Hulzen Asset Management
California
$4.86M -$165K -880 -3%
CA
141
Cetera Advisors
Colorado
$4.79M +$2.78M +14,851 +139%
SWA
142
Sax Wealth Advisors
New Jersey
$4.76M -$133K -712 -3%
OCBCO
143
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.64M +$772K +4,120 +20%
HTC
144
Haverford Trust Company
Pennsylvania
$4.53M -$221K -1,182 -5%
SRC
145
Shufro Rose & Co
New York
$4.34M +$712K +3,798 +20%
AHC
146
Anderson Hoagland & Co
Missouri
$4.27M +$273K +1,477 +7%
3F
147
360 Financial
Minnesota
$4.25M -$824K -4,399 -16%
IA
148
IFG Advisory
Georgia
$4.24M -$22.1K -118 -0.5%
CAG
149
Csenge Advisory Group
Florida
$4.17M +$186K +992 +5%
AIA
150
Arrow Investment Advisors
Maryland
$4.12M -$510K -2,720 -11%