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iShares MSCI Intl Momentum Factor ETF
IMTM

91 hedge funds and large institutions have $770M invested in iShares MSCI Intl Momentum Factor ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

34% more funds holding

Funds holding: 68 → 91 (+23)

29% more capital invested

Capital invested by funds: $596M → $770M (+$173M)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

2.24% more ownership

Funds ownership: 108.99% → 111.23% (+2.2%)

Holders
91
Holders Change
+23
Holders Change %
+33.82%
% of All Funds
1.61%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
28
Increased
35
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.7M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.04M
3
Ameriprise
Ameriprise
Minnesota
+$5.08M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.18M
5
AIM
Acropolis Investment Management
Missouri
+$3.2M

Top Sellers

Rank Fund Capital Flow
1
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$3.75M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.54M
3
CI
CX Institutional
Indiana
-$1.61M
4
OWM
Opes Wealth Management
California
-$1.52M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$4.67M +$456K +12,912 +12%
Bank of America
27
Bank of America
North Carolina
$4.51M +$103K +2,914 +2%
FWP
28
FAS Wealth Partners
Kansas
$4.17M -$351K -9,950 -8%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$4M -$695K -19,692 -16%
Morgan Stanley
30
Morgan Stanley
New York
$3.2M +$873K +24,732 +41%
MWM
31
MorganRosel Wealth Management
Colorado
$3.09M +$2.9M +82,064 New
APA
32
Allegiant Private Advisors
Florida
$2.93M +$2.75M +77,809 New
SC
33
Sepio Capital
Utah
$2.92M +$20.7K +585 +0.8%
IDA
34
Intelligence Driven Advisers
California
$2.54M +$2.39M +67,582 New
CI
35
CX Institutional
Indiana
$2.51M -$1.61M -45,594 -41%
MAS
36
Managed Account Services
Florida
$2.48M -$14.5K -410 -0.6%
LB
37
Leo Brokerage
Texas
$2.41M +$2.26M +64,020 New
OFG
38
OmniStar Financial Group
North Carolina
$2.4M +$288K +8,154 +15%
SMG
39
Smart Money Group
Texas
$2.36M +$112K +3,162 +5%
TC
40
Tacita Capital
Ontario, Canada
$2.27M +$2.13M +60,260 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$2.13M – – –
EH
42
Equitable Holdings
New York
$2.03M +$116K +3,294 +7%
CWM
43
Cabot Wealth Management
Massachusetts
$1.99M +$132K +3,726 +8%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.88M +$199K +5,623 +13%
SEP
45
Southland Equity Partners
Missouri
$1.85M +$1.74M +49,134 New
ELI
46
Empire Life Investments
Ontario, Canada
$1.8M +$378K +10,700 +29%
RWMH
47
Riverpoint Wealth Management Holdings
Illinois
$1.76M +$1.65M +46,638 New
Citadel Advisors
48
Citadel Advisors
Florida
$1.69M -$3.54M -100,263 -69%
BWM
49
Brickley Wealth Management
California
$1.63M +$43.4K +1,228 +3%
AL
50
ADE LLC
Maryland
$1.49M +$1.4M +39,607 New
1
2
3 4

IMTM Hedge Fund Activity: Q4 2020 in Review

91 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q4 2020, worth a combined $770M — up 29% from $596M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IMTM positions and 4 closed out — a net gain of 24 holders — while 35 added to existing stakes and 19 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $11.7M. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $3.75M sold.

  • 91 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q4 2020, up from 68 in Q3 2020.
  • Funds reported $770M of iShares MSCI Intl Momentum Factor ETF stock for Q4 2020, up 29% quarter-over-quarter.
  • 28 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q4 2020 and 4 closed out, a net change of +24 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $11.7M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q4 2020 was Beacon Harbor Wealth Advisors, an estimated $3.75M sold.

Based on aggregated 13F filings for Q4 2020.