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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$386M +$117M +1,077,356 +42%
Bank of America
2
Bank of America
North Carolina
$258M +$87.1M +799,573 +49%
HI
3
Horizon Investments
North Carolina
$221M +$228M +2,090,345 New
EMPI
4
Elo Mutual Pension Insurance
Finland
$221M +$227M +2,085,000 New
KeyBank National Association
5
KeyBank National Association
Ohio
$201M +$26.2M +240,789 +15%
Morgan Stanley
6
Morgan Stanley
New York
$194M +$41.4M +379,504 +26%
Ameriprise
7
Ameriprise
Minnesota
$183M +$8.56M +78,581 +5%
UBS Group
8
UBS Group
Switzerland
$179M +$60.5M +555,059 +49%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$120M +$15.7M +144,062 +15%
LPL Financial
10
LPL Financial
California
$119M +$32.2M +295,806 +36%
PIM
11
Parker Investment Management
California
$108M +$90M +825,524 +435%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$89.4M +$5.77M +52,951 +7%
Wells Fargo
13
Wells Fargo
California
$78.6M +$27.2M +249,370 +51%
AG
14
Advisor Group
Arizona
$75.4M +$11.8M +108,650 +18%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$73.1M +$7.65M +70,200 +11%
BCI
16
Brinker Capital Investments
Pennsylvania
$69M +$24.2M +222,472 +52%
Allianz Asset Management
17
Allianz Asset Management
Germany
$69M +$25.1M +230,445 +55%
BDF
18
Balasa Dinverno & Foltz
$67.4M -$80.5K -739 -0.1%
CCMG
19
Clark Capital Management Group
Pennsylvania
$63.6M +$3.08M +28,268 +5%
FIG
20
FundX Investment Group
California
$62.9M +$1.17M +10,733 +2%
CAN
21
Cetera Advisor Networks
California
$56.2M +$49M +449,488 +556%
CPO
22
Cerity Partners OCIO
New York
$54.4M +$1.79M +16,389 +3%
DT
23
Diversified Trust
Tennessee
$52.7M +$1.47M +13,456 +3%
USAA
24
United Services Automobile Association
Texas
$50.6M
BlackRock
25
BlackRock
New York
$46.5M +$1.77M +16,254 +4%