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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

68 hedge funds and large institutions have $596M invested in iShares MSCI Intl Momentum Factor ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
68
Holders Change
+14
Holders Change %
+25.93%
% of All Funds
1.38%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
17
Increased
29
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$71M
2
AP
2
Atwood & Palmer
Missouri
$30.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$135M
4
SWM
4
Segment Wealth Management
Texas
$10.2M
5
AIM
5
Acropolis Investment Management
Missouri
$7.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.8M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$0
4
ACA
4
Atlas Capital Advisors
Wyoming
$8.81M
5
ACA
5
Ackerman Capital Advisors
Texas
$5.06M
Name Market Value Shares Shares
Change 		Shares
Change %
CI
26
CX Institutional
Indiana
$3.82M 112,369 -4,032 -3%
Ameriprise
27
Ameriprise
Minnesota
$3.8M 111,883 +92,156 +467%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$3.8M 111,071 -13,327 -11%
BHWA
29
Beacon Harbor Wealth Advisors
Virginia
$3.75M 110,369 -2,739 -2%
SC
30
Sepio Capital
Utah
$2.62M 76,960 +15,592 +25%
CCMG
31
Clark Capital Management Group
Pennsylvania
$2.57M 75,686 +31,069 +70%
OWM
32
Opes Wealth Management
California
$2.32M 68,335 -6,774 -9%
MAS
33
Managed Account Services
Florida
$2.2M 64,356 +24,978 +63%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$2.13M 55,064 – –
Morgan Stanley
35
Morgan Stanley
New York
$2.05M 60,259 +4,498 +8%
SMG
36
Smart Money Group
Texas
$2.02M 59,557 +59,557 New
OFG
37
OmniStar Financial Group
North Carolina
$1.89M 55,689 +10,790 +24%
EH
38
Equitable Holdings
New York
$1.72M 50,505 +8,300 +20%
CWM
39
Cabot Wealth Management
Massachusetts
$1.67M 49,104 +49,104 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.51M 44,421 +5,875 +15%
BWM
41
Brickley Wealth Management
California
$1.45M 42,129 +12,475 +42%
1832 Asset Management
42
1832 Asset Management
Ontario, Canada
$1.3M 50,530 – –
ELI
43
Empire Life Investments
Ontario, Canada
$1.27M 37,230 +37,230 New
SFS
44
Sowell Financial Services
Arkansas
$1.2M 35,410 +35,410 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$949K 27,927 +927 +3%
PFA
46
Professional Financial Advisors
Nebraska
$922K 28,180 -29 -0.1%
BOPW
47
Brandywine Oak Private Wealth
Pennsylvania
$919K 27,074 – –
Brown Advisory
48
Brown Advisory
Maryland
$692K 20,366 – –
LPL Financial
49
LPL Financial
California
$494K 14,538 +3,497 +32%
TWA
50
Tillar-Wenstrup Advisors
Ohio
$405K 11,906 -88 -0.7%
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