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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 %
FA
201
FDx Advisors
Illinois
$1.34M +$1.34M +11,938 New
PA
202
PFG Advisors
Arizona
$1.33M +$113K +987 +9%
BCA
203
Bay Colony Advisors
Massachusetts
$1.27M +$356K +3,198 +39%
RFN
204
RDA Financial Network
Iowa
$1.25M +$1.25M +11,088 New
Brown Advisory
205
Brown Advisory
Maryland
$1.25M +$85K +758 +7%
M&T Bank
206
M&T Bank
New York
$1.25M +$1.25M +11,147 New
RCG
207
Ruggie Capital Group
Florida
$1.23M -$5.36M -47,753 -81%
ACP
208
Arcus Capital Partners
Georgia
$1.19M -$174K -1,549 -13%
CAM
209
Concorde Asset Management
Michigan
$1.17M -$926K -8,260 -44%
HFS
210
HL Financial Services
Kentucky
$1.14M -$216K -1,924 -16%
WWM
211
Western Wealth Management
Colorado
$1.12M -$1.71M -15,308 -60%
TC
212
TAP Consulting
Missouri
$1.11M +$1.11M +9,847 New
BUB
213
BBVA USA Bancshares
Texas
$1.09M +$137K +1,220 +14%
NFG
214
NewFocus Financial Group
Washington
$1.06M -$37.2K -332 -3%
TC
215
TownSquare Capital
Utah
$1.06M -$398K -3,545 -27%
AF
216
Advisornet Financial
Minnesota
$1.06M +$506K +4,512 +91%
WCG
217
Weaver Consulting Group
California
$1.06M +$1.06M +8,929 New
VAG
218
VisionPoint Advisory Group
Texas
$1.03M +$31.5K +281 +3%
JGC
219
J. Goldman & Co
New York
$1.03M +$1.03M +9,207 New
VWM
220
Valley Wealth Managers
New Jersey
$1.02M +$1.02M +9,098 New
WPSG
221
Wealth & Pension Services Group
Georgia
$1.01M +$300K +2,674 +42%
XS
222
XR Securities
Illinois
$1.01M +$1.01M +9,009 New
GRP
223
Global Retirement Partners
California
$997K +$134K +1,198 +16%
VHAM
224
Van Hulzen Asset Management
California
$997K +$186K +1,660 +23%
SXL
225
Summit X LLC
Missouri
$997K +$647K +5,770 +185%