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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 %
PFA
201
Professional Financial Advisors
Nebraska
$1.96M -$2.18M -18,328 -53%
PS
202
Portfolio Strategies
New York
$1.94M +$714K +6,713 +58%
GLA
203
Good Life Advisors
Pennsylvania
$1.94M +$47.3K +444 +2%
OIA
204
OneDigital Investment Advisors
Kansas
$1.93M +$1.7M +15,935 +740%
MIAN
205
Mariner Independent Advisor Network
Kansas
$1.82M -$146K -1,413 -7%
SMC
206
Smith, Moore & Co
Missouri
$1.8M +$57.8K +543 +3%
CFGS
207
Concourse Financial Group Securities
Alabama
$1.79M -$10.5K -99 -0.6%
BFG
208
Barber Financial Group
Kansas
$1.77M -$3.6M -33,782 -67%
F
209
F3Logic
Minnesota
$1.76M -$13.4M -126,937 -88%
M&T Bank
210
M&T Bank
New York
$1.73M +$1.73M +16,235 New
EWA
211
Exencial Wealth Advisors
Oklahoma
$1.73M +$1.03M +9,636 +146%
VRM
212
Vectors Research Management
New York
$1.72M -$12.7M -119,114 -88%
VIM
213
Vista Investment Management
Pennsylvania
$1.72M +$62.9K +591 +4%
WP
214
WealthShield Partners
North Carolina
$1.7M -$151K -1,419 -8%
ACP
215
Aveo Capital Partners
Colorado
$1.66M +$1.42M +13,297 +572%
KFGK
216
Keystone Financial Group (Kentucky)
Kentucky
$1.64M -$6.92K -65 -0.4%
FAAS
217
First Allied Advisory Services
California
$1.6M -$4.98M -46,749 -76%
CFO
218
CVA Family Office
Colorado
$1.6M +$244K +2,290 +18%
WWM
219
Western Wealth Management
Colorado
$1.59M +$412K +3,875 +35%
PAM
220
Peak Asset Management
Colorado
$1.56M -$149K -1,399 -9%
GVAG
221
Great Valley Advisor Group
Delaware
$1.55M -$1.86M -17,495 -55%
PA
222
PFG Advisors
Arizona
$1.54M -$143K -1,217 -8%
PAMG
223
Patton Albertson Miller Group
Tennessee
$1.54M -$389K -3,653 -20%
RFN
224
RDA Financial Network
Iowa
$1.5M +$71.3K +670 +5%
GWM
225
Geneos Wealth Management
Colorado
$1.5M -$285K -2,682 -16%