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iShares MSCI USA Momentum Factor ETF

863 hedge funds and large institutions have $13.4B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 317 increasing their positions, 196 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
863
Holders Change
+165
Holders Change %
+23.64%
% of All Funds
11.49%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.61%
New
217
Increased
317
Reduced
196
Closed
34
Calls
$41.9M
Puts
$780M
Net Calls
-$738M
Net Calls Change
-$635M
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
151
Atlas Capital Advisors
Wyoming
$6.28M -$945K -4,569 -13%
AGAM
152
Audent Global Asset Management
California
$6.26M +$4.12M +19,912 +193%
SHIM
153
Stone House Investment Management
Pennsylvania
$6.04M +$6.04M +29,211 New
EWA
154
Exencial Wealth Advisors
Oklahoma
$5.99M -$186K -900 -3%
CAG
155
Csenge Advisory Group
Florida
$5.72M +$1.2M +5,814 +27%
LWA
156
Lineweaver Wealth Advisors
Ohio
$5.59M +$5.59M +26,937 New
SW
157
SteelPeak Wealth
California
$5.43M +$5.43M +26,263 New
BCI
158
Brinker Capital Investments
Pennsylvania
$5.32M +$4.69M +22,657 +747%
OPS
159
Orion Portfolio Solutions
Nebraska
$5.32M +$4.69M +22,657 +747%
EL
160
EQ LLC
Washington
$5.27M +$5.07M +24,499 +2,475%
LWM
161
Liberty Wealth Management
California
$5.25M +$5.25M +25,397 New
FAM
162
Forte Asset Management
New York
$5.25M +$5.25M +25,378 New
PCIA
163
Prime Capital Investment Advisors
Kansas
$5.22M -$76.8K -371 -1%
AC
164
Avant Capital
Louisiana
$5.2M +$5.2M +25,117 New
BFG
165
Buttonwood Financial Group
Missouri
$5.19M +$5.19M +23,291 New
CFGS
166
Concourse Financial Group Securities
Alabama
$5.14M +$4.85M +21,871 +1,732%
PWM
167
Perigon Wealth Management
California
$5.05M +$5.05M +23,554 New
CAM
168
Cozad Asset Management
Illinois
$4.95M -$620K -2,997 -11%
TF
169
Trek Financial
Arizona
$4.93M +$3.6M +17,389 +270%
IA
170
IFG Advisory
Georgia
$4.88M +$323K +1,563 +7%
KFGK
171
Keystone Financial Group (Kentucky)
Kentucky
$4.84M +$3.73M +17,955 +333%
SB
172
Strategic Blueprint
Georgia
$4.83M +$4.05M +19,580 +522%
UA
173
Unison Advisors
District of Columbia
$4.78M +$107K +518 +2%
HTC
174
Haverford Trust Company
Pennsylvania
$4.77M -$795K -3,844 -14%
HH
175
Hilltop Holdings
Texas
$4.76M +$4.08M +19,702 +594%