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iShares MSCI Intl Momentum Factor ETF
IMTM

52 hedge funds and large institutions have $300M invested in iShares MSCI Intl Momentum Factor ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

27% more capital invested

Capital invested by funds: $237M → $300M (+$63.2M)

21.75% more ownership

Funds ownership: 109.95% → 131.7% (+22%)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

4% more funds holding

Funds holding: 50 → 52 (+2)

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
17
Reduced
14
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$25.1M
2
BlackRock
BlackRock
New York
+$21.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$16.3M
5
USAA
United Services Automobile Association
Texas
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.25M
2
S
Surevest
California
-$3.19M
3
RPSA
Richard P. Slaughter Associates
Texas
-$2.32M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$1.76M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
26
OmniStar Financial Group
North Carolina
$1.17M -$899K -30,097 -40%
1832 Asset Management
27
1832 Asset Management
Ontario, Canada
$1.05M +$1.65M +55,280 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.05M -$1.73M -57,785 -59%
MAS
29
Managed Account Services
Florida
$842K +$1M +33,535 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$683K +$210K +7,015 +37%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$664K +$749K +25,091 New
CAG
32
Csenge Advisory Group
Florida
$556K +$628K +21,027 New
BWM
33
Brickley Wealth Management
California
$550K +$621K +20,794 New
Osaic Holdings
34
Osaic Holdings
Arizona
$536K +$604K +20,224 New
Allianz Asset Management
35
Allianz Asset Management
Germany
$499K +$563K +18,847 New
3AM
36
3D Asset Management
Connecticut
$489K +$32.9K +1,100 +6%
OWM
37
Opes Wealth Management
California
$400K +$452K +15,125 New
FA
38
Fortis Advisors
Pennsylvania
$394K -$612K -20,476 -58%
LA
39
LexAurum Advisors
Kansas
$245K +$277K +9,268 New
FAAS
40
First Allied Advisory Services
California
$225K +$254K +8,503 New
BF
41
BOK Financial
Oklahoma
$221K +$18.8K +629 +8%
WCG
42
Weaver Consulting Group
California
$210K -$119 -4 -0.1%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$118K +$134K +4,472 New
AP
44
Atwood & Palmer
Missouri
$108K +$122K +4,100 New
CFGS
45
Concourse Financial Group Securities
Alabama
$70K +$26.9K +902 +52%
Marshall Wace
46
Marshall Wace
United Kingdom
$55K +$62.6K +2,096 New
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$30K -$9.86K -330 -22%
Citigroup
48
Citigroup
New York
$16K – – –
CI
49
CX Institutional
Indiana
$13K -$370K -12,402 -96%
AssetMark Inc
50
AssetMark Inc
California
$10K – – –
1
2
3

IMTM Hedge Fund Activity: Q1 2020 in Review

52 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q1 2020, worth a combined $300M — up 27% from $237M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IMTM positions and 13 closed out — a net gain of 4 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $25.1M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $3.25M sold.

  • 52 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q1 2020, up from 50 in Q4 2019.
  • Funds reported $300M of iShares MSCI Intl Momentum Factor ETF stock for Q1 2020, up 27% quarter-over-quarter.
  • 17 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q1 2020 and 13 closed out, a net change of +4 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q1 2020 was Victory Capital Management, an estimated $25.1M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $3.25M sold.

Based on aggregated 13F filings for Q1 2020.