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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 %
DADC
176
D.A. Davidson & Co
Montana
$2.76M +$71.3K +670 +3%
AIP
177
Almanack Investment Partners
Pennsylvania
$2.69M -$3.69M -34,688 -58%
KP
178
Keel Point
Alabama
$2.68M +$2.68M +25,121 New
IWP
179
IAG Wealth Partners
Wisconsin
$2.62M +$2.02M +18,959 +339%
SL
180
Stevard LLC
Illinois
$2.54M
WQ
181
Wealth Quarterback
New Jersey
$2.5M -$3.97M -37,239 -61%
CWM
182
CCG Wealth Management
California
$2.48M -$214K -2,007 -8%
VC
183
Veracity Capital
Georgia
$2.47M -$5.92M -55,629 -71%
DC
184
Davenport & Co
Virginia
$2.42M +$2.42M +22,733 New
BB
185
Busey Bank
Illinois
$2.37M -$29.1K -273 -1%
LF
186
Lee Financial
Texas
$2.37M +$2.37M +22,270 New
IWM
187
IHT Wealth Management
Illinois
$2.37M -$44K -413 -2%
SA
188
Shilanski & Associates
Alaska
$2.35M -$1.08M -10,175 -32%
WLIM
189
White Lighthouse Investment Management
Massachusetts
$2.33M -$7.14K -67 -0.3%
NFG
190
Next Financial Group
Texas
$2.27M -$1.05M -9,826 -32%
GIA
191
Gladstone Institutional Advisory
Florida
$2.27M +$482K +4,530 +27%
GC
192
GFG Capital
Florida
$2.26M -$557K -5,229 -20%
BWM
193
Brickley Wealth Management
California
$2.25M +$2.25M +21,132 New
NEPWA
194
New England Private Wealth Advisors
Massachusetts
$2.19M -$1.81K -17 -0.1%
DWM
195
Dakota Wealth Management
Florida
$2.17M +$44.4K +417 +2%
DWA
196
Dorsey Wright & Associates
California
$2.11M +$2.11M +19,834 New
GRP
197
Global Retirement Partners
California
$2.08M +$162K +1,521 +8%
AC
198
Apella Capital
Connecticut
$2.05M +$2.05M +19,264 New
BCM
199
Brookstone Capital Management
Illinois
$2.04M -$27K -254 -1%
RWMH
200
Riverpoint Wealth Management Holdings
Illinois
$2M +$437K +4,105 +28%