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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

99 hedge funds and large institutions have $767M invested in iShares MSCI Intl Momentum Factor ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
1.74%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
13
Increased
50
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$168M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$173M
3
SP
3
Symmetry Partners
Connecticut
$10M
4
OMC
4
Old Mission Capital
Illinois
$4.78M
5
CI
5
CX Institutional
Indiana
$6.36M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$16K
2
IPW
2
IronBridge Private Wealth
Texas
$20K
3
VWM
3
Venturi Wealth Management
Texas
$200K
4
Victory Capital Management
4
Victory Capital Management
Texas
$75M
5
USAA
5
United Services Automobile Association
Texas
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$4.91M +$404K +10,735 +9%
OMC
27
Old Mission Capital
Illinois
$4.78M +$4.78M +127,097 New
FWP
28
FAS Wealth Partners
Kansas
$4.17M +$1.05K +28 +0%
LPL Financial
29
LPL Financial
California
$4.14M +$3.47M +92,350 +522%
SAM
30
Stringer Asset Management
Tennessee
$3.81M -$1.82M -48,317 -32%
Morgan Stanley
31
Morgan Stanley
New York
$3.65M +$457K +12,154 +14%
ACA
32
Ackerman Capital Advisors
Texas
$3.58M -$1.88M -50,103 -34%
MWM
33
MorganRosel Wealth Management
Colorado
$3.57M +$481K +12,785 +16%
Citadel Advisors
34
Citadel Advisors
Florida
$3.12M +$1.44M +38,185 +85%
SC
35
Sepio Capital
Utah
$2.97M +$50K +1,329 +2%
RWMH
36
Riverpoint Wealth Management Holdings
Illinois
$2.73M +$971K +25,834 +55%
LB
37
Leo Brokerage
Texas
$2.68M +$269K +7,150 +11%
IDA
38
Intelligence Driven Advisers
California
$2.53M -$10.4K -276 -0.4%
TC
39
Tacita Capital
Ontario, Canada
$2.5M +$229K +6,095 +10%
MAS
40
Managed Account Services
Florida
$2.47M +$65.2K +1,734 +3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.41M +$527K +14,030 +28%
EH
42
Equitable Holdings
New York
$2.15M +$124K +3,307 +6%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$2.13M – – –
OWM
44
Opes Wealth Management
California
$2.06M +$1.1M +29,245 +115%
ASN
45
Advisory Services Network
Georgia
$1.92M +$1.92M +51,171 New
OFG
46
OmniStar Financial Group
North Carolina
$1.85M -$551K -14,645 -23%
SEP
47
Southland Equity Partners
Missouri
$1.82M -$32.3K -858 -2%
PFA
48
Professional Financial Advisors
Nebraska
$1.79M +$661K +17,578 +59%
BWM
49
Brickley Wealth Management
California
$1.63M +$1.96K +52 +0.1%
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
$1.42M – – –
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