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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$365M -$180M -1,606,071 -33%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$311M +$51.8M +298,908 +20%
Bank of America
3
Bank of America
North Carolina
$282M -$43.1M -383,902 -13%
Morgan Stanley
4
Morgan Stanley
New York
$273M -$32.8M -292,584 -11%
UBS Group
5
UBS Group
Switzerland
$246M +$19.5M +173,660 +9%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$237M +$1.32M +11,808 +0.6%
BlackRock
7
BlackRock
New York
$207M -$78M -695,537 -27%
Ameriprise
8
Ameriprise
Minnesota
$195M -$9.36M -84,107 -5%
KeyBank National Association
9
KeyBank National Association
Ohio
$168M -$18.9M -168,758 -10%
Wells Fargo
10
Wells Fargo
California
$163M +$23.6M +210,743 +17%
EMPI
11
Elo Mutual Pension Insurance
Finland
$158M -$55M -490,000 -26%
LPL Financial
12
LPL Financial
California
$151M -$31M -275,897 -17%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$103M -$5.05M -44,977 -5%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$91.8M +$8.08M +71,820 +10%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$75.1M -$6.31M -56,267 -8%
USAA
16
United Services Automobile Association
Texas
$73.9M
BDF
17
Balasa Dinverno & Foltz
$72.8M +$2.07M +18,439 +3%
CPO
18
Cerity Partners OCIO
New York
$69.2M +$6.86M +61,147 +11%
OFG
19
Oxford Financial Group
Indiana
$64.9M +$5.49M +48,966 +9%
RJA
20
Raymond James & Associates
Florida
$61M +$625K +5,572 +1%
DT
21
Diversified Trust
Tennessee
$58.5M +$853K +7,607 +1%
MML Investors Services
22
MML Investors Services
Massachusetts
$53.9M -$6.94M -61,897 -11%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$52.8M +$3.29M +29,311 +7%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$52.6M +$52.6M +468,864 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$52.3M -$8.74M -77,896 -14%