We are live on ! Find out more
IMTM icon

iShares MSCI Intl Momentum Factor ETF
IMTM

43 hedge funds and large institutions have $89.7M invested in iShares MSCI Intl Momentum Factor ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

18.9% more ownership

Funds ownership: 50.05% → 68.95% (+19%)

15% more capital invested

Capital invested by funds: $77.7M → $89.7M (+$12M)

10% more funds holding

Funds holding: 39 → 43 (+4)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
14
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.3M
2
ACA
Ackerman Capital Advisors
Texas
+$6.03M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.77M
4
FWP
FAS Wealth Partners
Kansas
+$3.69M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.21M

Top Sellers

1
FA
Fortis Advisors
Pennsylvania
-$2.07M
2
Bank of America
Bank of America
North Carolina
-$1.37M
3
TWA
Tillar-Wenstrup Advisors
Ohio
-$516K
4
CAN
Cetera Advisor Networks
California
-$507K
5
RJA
Raymond James & Associates
Florida
-$502K
Name Holding Trade Value Shares
Change 		Change in
Stake
3AM
26
3D Asset Management
Connecticut
$338K +$3.84K +140 +1%
ACM
27
Allred Capital Management
Texas
$267K +$286K +10,435 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$223K -$129K -4,715 -35%
AG
29
Advisor Group
Arizona
$184K +$40.6K +1,480 +26%
CI
30
CX Institutional
Indiana
$80K -$6.94K -253 -8%
CFGS
31
Concourse Financial Group Securities
Alabama
$50K +$54.3K +1,980 New
PA
32
Parallel Advisors
California
$23K -$7.14K -260 -22%
MOS
33
MGO One Seven
Ohio
$7K +$8.23K +300 New
NFG
34
Next Financial Group
Texas
$6K +$6.48K +236 New
ACA
35
Ackerman Capital Advisors
Texas
$5.63K +$6.03M +219,722 New
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$4.31K +157 New
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
AIM
38
Advantage Investment Management
Iowa
$3K +$2.83K +103 New
CC
39
Claybrook Capital
Massachusetts
$3K +$2.94K +107 New
WDL
40
Well Done LLC
Michigan
$3K +$2.94K +107 New
Wells Fargo
41
Wells Fargo
California
$2K +$2.17K +79 New
CCM
42
Cribstone Capital Management
Maine
$1K – – –
Citigroup
43
Citigroup
New York
$1K +$769 +28 +467%
TWA
44
Tillar-Wenstrup Advisors
Ohio
– -$516K -16,937 Closed
CAN
45
Cetera Advisor Networks
California
– -$507K -16,627 Closed
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$368K -12,072 Closed
BF
47
BOK Financial
Oklahoma
– -$364K -11,954 Closed
CAG
48
Csenge Advisory Group
Florida
– -$113K -4,152 Closed
FHA
49
Flagship Harbor Advisors
Massachusetts
– -$14K -460 Closed
RFC
50
Regions Financial Corp
Alabama
– -$14K -448 Closed
1
2
3

IMTM Hedge Fund Activity: Q4 2018 in Review

43 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q4 2018, worth a combined $89.7M — up 15% from $77.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IMTM positions and 8 closed out — a net gain of 5 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $14.3M. The largest seller was Fortis Advisors, cutting an estimated $2.07M.

  • 43 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q4 2018, up from 39 in Q3 2018.
  • Funds reported $89.7M of iShares MSCI Intl Momentum Factor ETF stock for Q4 2018, up 15% quarter-over-quarter.
  • 13 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q4 2018 and 8 closed out, a net change of +5 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $14.3M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q4 2018 was Fortis Advisors, an estimated $2.07M sold.

Based on aggregated 13F filings for Q4 2018.