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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 %
MTB
151
Mizuho Trust & Banking
Japan
$4.26M -$4.26M -40,000 -50%
EIA
152
Eldridge Investment Advisors
New Hampshire
$4.25M -$415K -3,901 -9%
FLA
153
Financial Life Advisors
Texas
$3.83M +$116K +1,089 +3%
WAS
154
Wealth Advisory Solutions
Indiana
$3.82M +$489K +4,595 +15%
GSWM
155
Golden State Wealth Management
California
$3.8M +$3.8M +35,695 New
1832 Asset Management
156
1832 Asset Management
Ontario, Canada
$3.56M +$3.56M +45,650 New
FFS
157
Founders Financial Securities
Maryland
$3.56M +$3.56M +33,454 New
PPWM
158
PFG Private Wealth Management
Florida
$3.44M +$68.8K +646 +2%
BCI
159
Brinker Capital Investments
Pennsylvania
$3.44M -$513K -4,822 -13%
MFS
160
Madrona Financial Services
Washington
$3.35M +$8.41K +79 +0.3%
SCP
161
Syntal Capital Partners
Texas
$3.32M +$1.32M +12,382 +66%
AI
162
Atria Investments
North Carolina
$3.31M -$182K -1,709 -5%
RFM
163
Royal Fund Management
Florida
$3.22M -$9.8K -92 -0.3%
GFPC
164
Global Financial Private Capital
Florida
$3.22M -$300K -2,813 -9%
VC
165
Vicus Capital
Pennsylvania
$3.21M -$305K -2,862 -9%
AFP
166
Ausdal Financial Partners
Iowa
$3.09M +$1.06M +9,044 +52%
Jane Street
167
Jane Street
New York
$3.08M -$2.65M -24,928 -46%
ETS
168
ESL Trust Services
New York
$3.08M
FIG
169
FundX Investment Group
California
$3.05M +$2.8M +26,335 +1,165%
BRWA
170
B. Riley Wealth Advisors
Florida
$3M -$504K -4,736 -14%
CGFA
171
Colton Groome Financial Advisors
North Carolina
$2.91M +$2.91M +27,319 New
SFS
172
Sowell Financial Services
Arkansas
$2.83M +$926K +8,693 +49%
DWM
173
Darwin Wealth Management
Florida
$2.79M -$65.9K -619 -2%
CPC
174
Consolidated Planning Corp
Georgia
$2.78M +$336K +3,159 +14%
Citadel Advisors
175
Citadel Advisors
Florida
$2.77M +$2.56M +24,078 +1,237%