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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 %
CCA
151
Clearwater Capital Advisors
Illinois
$2.77M -$529K -4,720 -16%
IWM
152
IHT Wealth Management
Illinois
$2.76M -$214K -1,909 -7%
CIM
153
Cambria Investment Management
California
$2.76M +$57.4K +512 +2%
CFGS
154
Concourse Financial Group Securities
Alabama
$2.73M -$2.04M -18,168 -43%
SWAG
155
Spectrum Wealth Advisory Group
California
$2.68M +$2.68M +23,922 New
S
156
Surevest
California
$2.63M -$538K -4,798 -17%
BFA
157
Beaumont Financial Advisors
Massachusetts
$2.58M +$2.58M +22,959 New
FFN
158
Focus Financial Network
Minnesota
$2.55M +$2.55M +22,737 New
AEPG
159
American Economic Planning Group
New Jersey
$2.54M +$253K +2,252 +11%
DILIC
160
Dai-ichi Life Insurance Company
Japan
$2.46M +$2.46M +21,891 New
DADC
161
D.A. Davidson & Co
Montana
$2.43M +$33.7K +334 +1%
FAIM
162
Financial Advocates Investment Management
Washington
$2.38M -$3.2M -28,533 -57%
LFG
163
LifePlan Financial Group
Ohio
$2.3M -$894K -7,969 -28%
DE
164
Day & Ennis
Georgia
$2.25M -$1.54M -13,743 -41%
SBIA
165
Sheaff Brock Investment Advisors
Indiana
$2.17M +$974K +8,679 +81%
AWM
166
AE Wealth Management
Kansas
$2.17M +$1.69M +15,087 +356%
PWMG
167
Prestige Wealth Management Group
New Jersey
$2.14M +$189K +1,681 +10%
MIAN
168
Mariner Independent Advisor Network
Kansas
$2.13M -$308K -2,740 -13%
LFAS
169
Level Four Advisory Services
Texas
$2.13M +$223K +1,995 +12%
SI
170
Stephens Inc
Arkansas
$2.13M +$116K +1,035 +6%
WCG
171
Wall Capital Group
Arizona
$2.13M +$538K +4,799 +34%
WLIM
172
White Lighthouse Investment Management
Massachusetts
$2.12M +$556K +4,955 +36%
MAFM
173
Mid Atlantic Financial Management
Pennsylvania
$2.1M +$65.5K +584 +3%
CWM
174
Cornerstone Wealth Management
Missouri
$2.09M -$2.02M -10,101 -49%
Invesco
175
Invesco
Georgia
$2.07M +$426K +3,800 +26%