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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

50 hedge funds and large institutions have $237M invested in iShares MSCI Intl Momentum Factor ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
17
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$66.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$65.8M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$9.68M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.26M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.04M

Top Sellers

1
VWM
1
Venturi Wealth Management
Texas
$0
2
CI
2
CX Institutional
Indiana
$402K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.16M
4
BlackRock
4
BlackRock
New York
$4.65M
5
Jane Street
5
Jane Street
New York
$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
26
Fortis Advisors
Pennsylvania
$1.1M -$804K -25,778 -42%
Morgan Stanley
27
Morgan Stanley
New York
$1M +$323K +10,353 +48%
Citadel Advisors
28
Citadel Advisors
Florida
$914K +$914K +29,339 New
AWM
29
AE Wealth Management
Kansas
$788K +$440K +14,096 +126%
SS
30
Simplicity Solutions
Minnesota
$779K +$432K +13,861 +125%
CCMG
31
Clark Capital Management Group
Pennsylvania
$727K -$1.25M -40,032 -63%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$585K +$303K +9,741 +108%
CAN
33
Cetera Advisor Networks
California
$565K -$125K -4,004 -18%
3AM
34
3D Asset Management
Connecticut
$542K +$18.7K +600 +4%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$488K +$488K +15,665 New
CI
36
CX Institutional
Indiana
$402K -$3.08M -98,760 -88%
TWA
37
Tillar-Wenstrup Advisors
Ohio
$261K +$3.53K +113 +1%
LPL Financial
38
LPL Financial
California
$246K -$36.5K -1,172 -13%
BF
39
BOK Financial
Oklahoma
$241K – – –
WCG
40
Weaver Consulting Group
California
$233K -$11.8K -400 -5%
WAS
41
Wealth Advisory Solutions
Indiana
$220K +$220K +7,068 New
ACM
42
Allred Capital Management
Texas
$87K +$87K +2,790 New
AG
43
Advisor Group
Arizona
$75K -$41.1K -1,329 -35%
CFGS
44
Concourse Financial Group Securities
Alabama
$55K +$55K +1,751 New
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$46K +$18K +579 +64%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$33K -$31.4K -1,000 -49%
Citigroup
47
Citigroup
New York
$19K -$31 -1 -0.2%
AssetMark Inc
48
AssetMark Inc
California
$12K -$432 -14 -3%
LC
49
Lindbrook Capital
California
$1K +$1K +31 New
VWM
50
Venturi Wealth Management
Texas
– -$12.5M -423,947 Closed
1
2
3