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iShares MSCI USA Momentum Factor ETF

698 hedge funds and large institutions have $9.57B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 188 increasing their positions, 289 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
10.1%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.52%
New
76
Increased
188
Reduced
289
Closed
62
Calls
$54M
Puts
$158M
Net Calls
-$104M
Net Calls Change
+$44.6M
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
201
J.W. Cole Advisors
Florida
$1.92M -$96.7K -477 -5%
CIAS
202
CFS Investment Advisory Services
New Jersey
$1.91M -$55K -271 -3%
ELI
203
Empire Life Investments
Ontario, Canada
$1.91M +$81.1K +400 +4%
Marshall Wace
204
Marshall Wace
United Kingdom
$1.87M -$3.15M -15,547 -63%
CAG
205
Crestwood Advisors Group
Massachusetts
$1.83M -$32.4K -160 -2%
SW
206
Simplicity Wealth
New Jersey
$1.82M +$95.5K +471 +6%
KPWS
207
Kestra Private Wealth Services
Texas
$1.82M -$77.5K -382 -4%
PP
208
Prudential plc
United Kingdom
$1.82M +$1.25M +6,170 +222%
Brown Advisory
209
Brown Advisory
Maryland
$1.71M +$20.7K +102 +1%
PDL
210
Portfolio Design Labs
California
$1.69M +$1.69M +8,322 New
SWP
211
Stratos Wealth Partners
Ohio
$1.68M -$166K -818 -9%
BSTWA
212
Blake Schutter Theil Wealth Advisors
Ohio
$1.67M +$1.67M +8,241 New
AWM
213
Avior Wealth Management
Nebraska
$1.66M -$241K -1,187 -13%
SWM
214
Spire Wealth Management
Virginia
$1.64M -$63.1K -311 -4%
PWA
215
Physician Wealth Advisors
Utah
$1.64M
CWA
216
Clarus Wealth Advisors
Arizona
$1.63M +$35.8K +177 +2%
FFN
217
Focus Financial Network
Minnesota
$1.63M +$31K +153 +2%
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$1.63M -$29K -139 -2%
CWM
219
CCG Wealth Management
California
$1.61M -$11.2K -55 -0.7%
SWA
220
Stratos Wealth Advisors
Ohio
$1.6M +$406K +2,001 +34%
TSWM
221
Tyler-Stone Wealth Management
Ohio
$1.59M +$791K +3,902 +99%
AWM
222
Apollon Wealth Management
South Carolina
$1.58M -$20.5K -101 -1%
WIA
223
World Investment Advisors
California
$1.57M +$790K +3,897 +101%
BWIA
224
Bryant Woods Investment Advisors
New York
$1.56M -$6.77M -33,395 -81%
MWM
225
MorganRosel Wealth Management
Colorado
$1.56M -$2.43K -12 -0.2%