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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 %
SHJ
176
Sharkey, Howes & Javer
Colorado
$2.06M +$1.36M +12,112 +193%
PAMG
177
Patton Albertson Miller Group
Tennessee
$2.03M +$143K +1,278 +8%
HH
178
Hilltop Holdings
Texas
$2.02M -$767K -6,834 -27%
3AM
179
3D Asset Management
Connecticut
$2.02M -$18.7K -167 -0.9%
CI
180
CX Institutional
Indiana
$2.01M +$721K +6,430 +56%
SMC
181
Smith, Moore & Co
Missouri
$1.96M +$39.1K +349 +2%
GLA
182
Good Life Advisors
Pennsylvania
$1.94M +$1.2M +10,762 +163%
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$1.87M +$1.64M +14,578 +697%
GWM
184
Geneos Wealth Management
Colorado
$1.82M -$640K -5,705 -26%
KFGK
185
Keystone Financial Group (Kentucky)
Kentucky
$1.81M +$92.7K +826 +5%
RWMH
186
Riverpoint Wealth Management Holdings
Illinois
$1.8M +$7.18K +64 +0.4%
PMG
187
ProVise Management Group
Florida
$1.77M -$224K -1,995 -11%
NFG
188
Nations Financial Group
Iowa
$1.76M -$169K -1,502 -9%
VIM
189
Vista Investment Management
Pennsylvania
$1.62M +$413K +3,684 +34%
Jane Street
190
Jane Street
New York
$1.61M -$3.04M -27,065 -65%
PAM
191
Peak Asset Management
Colorado
$1.61M +$105K +939 +7%
NEPWA
192
New England Private Wealth Advisors
Massachusetts
$1.59M +$19.2K +171 +1%
SS
193
Simplicity Solutions
Minnesota
$1.57M +$1.09M +9,735 +229%
DWM
194
Dakota Wealth Management
Florida
$1.55M +$851K +7,585 +122%
CS
195
Comerica Securities
Michigan
$1.52M -$1.34M -11,956 -47%
FHC
196
First Heartland Consultants
Missouri
$1.52M -$182K -1,618 -11%
RCS
197
Retirement Capital Strategies
California
$1.48M +$171K +1,522 +13%
VF
198
Virtu Financial
New York
$1.41M -$944K -8,422 -40%
WCM
199
WealthBridge Capital Management
Ohio
$1.41M +$59.8K +531 +4%
TCB
200
Texas Capital Bancshares
Texas
$1.39M +$1.39M +12,411 New