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iShares MSCI USA Momentum Factor ETF

698 hedge funds and large institutions have $9.57B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 188 increasing their positions, 289 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
10.1%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.52%
New
76
Increased
188
Reduced
289
Closed
62
Calls
$54M
Puts
$158M
Net Calls
-$104M
Net Calls Change
+$44.6M
Name Holding Trade Value Shares
Change
Shares
Change %
OWG
151
Oxford Wealth Group
Florida
$3.58M -$659K -3,248 -16%
Comerica Bank
152
Comerica Bank
Texas
$3.5M -$402K -1,985 -10%
Betterment LLC
153
Betterment LLC
New York
$3.5M -$286K -1,412 -8%
AA
154
Axiom Advisory
California
$3.43M +$572K +2,951 +20%
VA
155
Vident Advisory
Georgia
$3.4M +$242K +1,195 +8%
AWA
156
ARQ Wealth Advisors
Arizona
$3.4M -$27.8K -141 -0.8%
DC
157
Davenport & Co
Virginia
$3.24M -$741K -3,653 -19%
SPC
158
Sigma Planning Corp
Michigan
$3.17M -$406 -2 -0%
BWM
159
Brophy Wealth Management
New Hampshire
$3.13M +$3.13M +15,443 New
KNFPWM
160
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.09M -$336K -1,659 -10%
PCA
161
Peddock Capital Advisors
Massachusetts
$2.95M +$602K +2,969 +26%
CAM
162
Cresset Asset Management
Illinois
$2.93M -$46K -227 -2%
SL
163
SWMG LLC
Texas
$2.89M +$2.89M +13,642 New
DILIC
164
Dai-ichi Life Insurance Company
Japan
$2.83M -$1.39M -6,868 -33%
VA
165
Valmark Advisers
Ohio
$2.74M -$71.6K -353 -3%
BFA
166
Bright Financial Advisors
Michigan
$2.72M -$153K -757 -5%
SAG
167
SageView Advisory Group
California
$2.68M -$341K -1,684 -11%
Envestnet Portfolio Solutions
168
Envestnet Portfolio Solutions
Illinois
$2.64M -$1.92M -9,447 -42%
GOCP
169
Great Oak Capital Partners
Massachusetts
$2.63M -$1.04M -5,128 -28%
BIA
170
Biondo Investment Advisors
Pennsylvania
$2.6M +$6.89K +34 +0.3%
LPT
171
Legacy Private Trust
Wisconsin
$2.48M -$161K -794 -6%
Tudor Investment Corp
172
Tudor Investment Corp
Connecticut
$2.48M +$2.09M +10,320 +544%
FTUS
173
Flow Traders U.S.
New York
$2.47M +$2.47M +12,162 New
DWA
174
Dorsey Wright & Associates
California
$2.45M -$144K -708 -6%
DCM
175
Donaldson Capital Management
Indiana
$2.42M -$193K -954 -7%