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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 %
SEP
151
Southland Equity Partners
Missouri
$4.03M -$66.9K -357 -2%
RF
152
RHS Financial
California
$3.95M -$363K -1,937 -8%
Prudential Financial
153
Prudential Financial
New Jersey
$3.87M +$3M +16,030 +345%
UA
154
Unison Advisors
District of Columbia
$3.84M +$147K +784 +4%
FFS
155
Founders Financial Securities
Maryland
$3.84M +$3.84M +20,470 New
RI
156
Rinkey Investments
California
$3.83M -$282K -1,505 -7%
FBFS
157
First Business Financial Services
Wisconsin
$3.81M
PFA
158
Plotkin Financial Advisors
Maryland
$3.81M -$100K -535 -3%
PFA
159
Professional Financial Advisors
Nebraska
$3.81M -$892K -4,761 -19%
PPWM
160
Perissos Private Wealth Management
Oklahoma
$3.73M +$3.73M +19,898 New
AWA
161
ARQ Wealth Advisors
Arizona
$3.71M -$8.07M -43,056 -68%
Comerica Bank
162
Comerica Bank
Texas
$3.61M +$490K +2,617 +16%
KWA
163
Kingswood Wealth Advisors
California
$3.58M -$103K -552 -3%
DC
164
Davenport & Co
Virginia
$3.53M +$3.53M +18,826 New
KNFPWM
165
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.52M -$1.11M -5,908 -24%
RCS
166
Retirement Capital Strategies
California
$3.49M +$3.49M +18,635 New
BA
167
Bellwether Advisors
Nebraska
$3.48M -$28.5K -152 -0.8%
SPIA
168
Steward Partners Investment Advisory
New York
$3.48M +$108K +579 +3%
CFO
169
CVA Family Office
Colorado
$3.46M +$560K +2,988 +19%
Balyasny Asset Management
170
Balyasny Asset Management
Illinois
$3.43M +$3.43M +18,303 New
GPA
171
Guerra Pan Advisors
New Jersey
$3.42M -$17.8K -95 -0.5%
Betterment LLC
172
Betterment LLC
New York
$3.4M -$31.7K -169 -0.9%
NYLIM
173
New York Life Investment Management
New York
$3.39M +$3.39M +18,074 New
IB
174
Intrust Bank
Kansas
$3.37M -$215K -1,146 -6%
GIA
175
Gladstone Institutional Advisory
Florida
$3.26M -$368K -1,965 -10%