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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$972M +$51.6M +448,948 +22%
Bank of America
2
Bank of America
North Carolina
$443M +$86M +748,085 +25%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$412M -$121M -1,053,277 -23%
Morgan Stanley
4
Morgan Stanley
New York
$336M +$62.3M +541,958 +24%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$260M +$112M +976,443 +81%
KeyBank National Association
6
KeyBank National Association
Ohio
$255M +$11.9M +103,756 +5%
UBS Group
7
UBS Group
Switzerland
$249M +$7.53M +65,439 +3%
EMPI
8
Elo Mutual Pension Insurance
Finland
$226M -$8.63M -75,000 -4%
BlackRock
9
BlackRock
New York
$201M +$3.03M +26,355 +2%
LPL Financial
10
LPL Financial
California
$183M -$13.9M -120,632 -7%
USAA
11
United Services Automobile Association
Texas
$154M +$92.5M +804,340 +166%
Wells Fargo
12
Wells Fargo
California
$150M +$6.29M +54,667 +5%
HI
13
Horizon Investments
North Carolina
$150M -$117M -1,013,357 -45%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$136M +$36.1M +313,547 +38%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$78.3M +$1.3M +11,266 +2%
Allianz Asset Management
16
Allianz Asset Management
Germany
$76.6M +$13.8K +120 +0%
BDF
17
Balasa Dinverno & Foltz
$75.9M +$115 +1 +0%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$74.4M +$1.53M +13,330 +2%
BCI
19
Brinker Capital Investments
Pennsylvania
$72.9M +$22.2M +193,285 +46%
AG
20
Advisor Group
Arizona
$69.4M -$449K -3,907 -0.7%
CPO
21
Cerity Partners OCIO
New York
$66.7M +$3.49M +30,324 +6%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$65.1M -$4.43M -38,489 -7%
FIG
23
FundX Investment Group
California
$62.4M -$6.47M -56,234 -10%
RJA
24
Raymond James & Associates
Florida
$62.4M +$7.35M +63,917 +14%
PAS
25
Park Avenue Securities
New York
$60.7M -$14.7M -127,732 -20%