iShares MSCI Intl Momentum Factor ETF
IMTM
34 hedge funds and large institutions have $78.2M invested in iShares MSCI Intl Momentum Factor ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 3 closing their positions.
217% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 6
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
65% more capital invested
Capital invested by funds: $47.4M → $78.2M (+$30.8M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
10% more funds holding
Funds holding: 31 → 34 (+3)
0.09% more ownership
Funds ownership: 62.31% → 62.4% (+0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.64M |
| 2 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$5.94M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.54M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.44M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$1.35M |
| 2 |
Morgan Stanley
New York
|
-$1.2M |
| 3 |
HWP
Hefty Wealth Partners
Auburn,
Indiana
|
-$850K |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$779K |
| 5 |
CT
CPF Texas
Plano,
Texas
|
-$489K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WDL
26
Well Done LLC
Holland,
Michigan
| $121K | +$123K | +3,947 | New |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $79K | +$49.6K | +1,587 | +159% |
|
|
PA
28
Parallel Advisors
San Francisco,
California
| $35K | +$437 | +14 | +1% |
|
|
RFC
29
Regions Financial Corp
Birmingham,
Alabama
| $14K | +$14K | +448 | New |
|
|
MOS
30
MGO One Seven
Beachwood,
Ohio
| $9K | – | – | – |
|
|
HWP
31
Hefty Wealth Partners
Auburn,
Indiana
| $7K | -$850K | -27,200 | -99% |
|
|
AIM
32
Advantage Investment Management
Cedar Rapids,
Iowa
| $2K | +$2.47K | +79 | New |
|
|
CT
33
CPF Texas
Plano,
Texas
| $1K | -$489K | -15,656 | -100% |
|
|
CCM
34
Cribstone Capital Management
Augusta,
Maine
| $1K | – | – | – |
|
35
Jane Street
New York
| – | -$368K | -12,070 | Closed |
|
|
OPWM
36
Oak Point Wealth Management
Portage,
Michigan
| – | -$238K | -7,890 | Closed |
|
37
Citigroup
New York
| – | -$12K | -377 | Closed |
|
IMTM Hedge Fund Activity: Q1 2018 in Review
34 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q1 2018, worth a combined $78.2M — up 65% from $47.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IMTM positions and 3 closed out — a net gain of 4 holders — while 19 added to existing stakes and 6 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $7.64M. The largest seller was SG Americas Securities, cutting an estimated $1.35M.
- 34 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q1 2018, up from 31 in Q4 2017.
- Funds reported $78.2M of iShares MSCI Intl Momentum Factor ETF stock for Q1 2018, up 65% quarter-over-quarter.
- 7 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q1 2018 and 3 closed out, a net change of +4 holders.
- The largest iShares MSCI Intl Momentum Factor ETF buyer in Q1 2018 was Raymond James & Associates, an estimated $7.64M added.
- The largest iShares MSCI Intl Momentum Factor ETF seller in Q1 2018 was SG Americas Securities, an estimated $1.35M sold.
Based on aggregated 13F filings for Q1 2018.