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iShares MSCI Intl Momentum Factor ETF
IMTM

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.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

51% more capital invested

Capital invested by funds: $395M → $596M (+$201M)

26% more funds holding

Funds holding: 54 → 68 (+14)

8.62% less ownership

Funds ownership: 117.61% → 108.99% (-8.6%)

Holders
68
Holders Change
+14
Holders Change %
+25.93%
% of All Funds
1.37%
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

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$55.1M
2
AP
Atwood & Palmer
Missouri
+$29.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14M
4
SWM
Segment Wealth Management
Texas
+$10M
5
AIM
Acropolis Investment Management
Missouri
+$7.59M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.16M
2
JP Morgan Chase
JP Morgan Chase
New York
-$446K
3
Allianz Asset Management
Allianz Asset Management
Germany
-$325K
4
ACA
Atlas Capital Advisors
Wyoming
-$276K
5
ACA
Ackerman Capital Advisors
Texas
-$261K
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
26
CX Institutional
Indiana
$3.82M -$135K -4,032 -3%
Ameriprise
27
Ameriprise
Minnesota
$3.8M +$3.08M +92,156 +467%
JP Morgan Chase
28
JP Morgan Chase
New York
$3.8M -$446K -13,327 -11%
BHWA
29
Beacon Harbor Wealth Advisors
Virginia
$3.75M -$91.7K -2,739 -2%
SC
30
Sepio Capital
Utah
$2.62M +$522K +15,592 +25%
CCMG
31
Clark Capital Management Group
Pennsylvania
$2.57M +$1.04M +31,069 +70%
OWM
32
Opes Wealth Management
California
$2.32M -$227K -6,774 -9%
MAS
33
Managed Account Services
Florida
$2.2M +$836K +24,978 +63%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$2.13M – – –
Morgan Stanley
35
Morgan Stanley
New York
$2.05M +$151K +4,498 +8%
SMG
36
Smart Money Group
Texas
$2.02M +$1.99M +59,557 New
OFG
37
OmniStar Financial Group
North Carolina
$1.89M +$361K +10,790 +24%
EH
38
Equitable Holdings
New York
$1.72M +$278K +8,300 +20%
CWM
39
Cabot Wealth Management
Massachusetts
$1.67M +$1.64M +49,104 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.51M +$197K +5,875 +15%
BWM
41
Brickley Wealth Management
California
$1.45M +$418K +12,475 +42%
1832 Asset Management
42
1832 Asset Management
Ontario, Canada
$1.3M – – –
ELI
43
Empire Life Investments
Ontario, Canada
$1.26M +$1.25M +37,230 New
SFS
44
Sowell Financial Services
Arkansas
$1.2M +$1.19M +35,410 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$949K +$31K +927 +3%
PFA
46
Professional Financial Advisors
Nebraska
$922K -$971 -29 -0.1%
BOPW
47
Brandywine Oak Private Wealth
Pennsylvania
$919K – – –
Brown Advisory
48
Brown Advisory
Maryland
$692K – – –
LPL Financial
49
LPL Financial
California
$494K +$117K +3,497 +32%
TWA
50
Tillar-Wenstrup Advisors
Ohio
$405K -$2.95K -88 -0.7%
1
2
3

IMTM Hedge Fund Activity: Q3 2020 in Review

68 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q3 2020, worth a combined $596M — up 51% from $395M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IMTM positions and 3 closed out — a net gain of 14 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $55.1M. The largest seller was Jane Street, exiting entirely with an estimated $5.16M sold.

  • 68 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q3 2020, up from 54 in Q2 2020.
  • Funds reported $596M of iShares MSCI Intl Momentum Factor ETF stock for Q3 2020, up 51% quarter-over-quarter.
  • 17 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q3 2020 and 3 closed out, a net change of +14 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q3 2020 was Victory Capital Management, an estimated $55.1M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q3 2020 was Jane Street, an estimated $5.16M sold.

Based on aggregated 13F filings for Q3 2020.