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iShares MSCI Intl Momentum Factor ETF
IMTM

100 hedge funds and large institutions have $831M invested in iShares MSCI Intl Momentum Factor ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 24

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

8% more capital invested

Capital invested by funds: $767M → $831M (+$63.8M)

1% more funds holding

Funds holding: 99 → 100 (+1)

4.05% less ownership

Funds ownership: 108.9% → 104.85% (-4.1%)

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
1.74%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
11
Increased
53
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$18.3M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.82M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.77M
4
LPL Financial
LPL Financial
California
+$2.96M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.57M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$21.5M
2
USAA
United Services Automobile Association
Texas
-$20.6M
3
1WM
1900 Wealth Management
Texas
-$5.96M
4
MWM
MorganRosel Wealth Management
Colorado
-$3.51M
5
ASN
Advisory Services Network
Georgia
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Cabot Wealth Management
Massachusetts
$6.02M +$299K +7,630 +5%
Citadel Advisors
27
Citadel Advisors
Florida
$5.69M +$2.52M +64,121 +77%
Morgan Stanley
28
Morgan Stanley
New York
$4.43M +$686K +17,476 +18%
FWP
29
FAS Wealth Partners
Kansas
$4.41M +$127K +3,245 +3%
Bank of America
30
Bank of America
North Carolina
$4.32M -$738K -18,804 -14%
SAM
31
Stringer Asset Management
Tennessee
$3.98M +$59.2K +1,510 +1%
OMC
32
Old Mission Capital
Illinois
$3.66M -$1.28M -32,567 -26%
TC
33
Tacita Capital
Ontario, Canada
$3.42M +$866K +22,075 +33%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$3.19M +$721K +18,383 +29%
SC
35
Sepio Capital
Utah
$3.16M +$111K +2,825 +4%
LB
36
Leo Brokerage
Texas
$3.02M +$267K +6,796 +10%
RWMH
37
Riverpoint Wealth Management Holdings
Illinois
$2.82M +$19.1K +488 +0.7%
EH
38
Equitable Holdings
New York
$2.71M +$505K +12,861 +23%
IDA
39
Intelligence Driven Advisers
California
$2.6M – – –
ACA
40
Ackerman Capital Advisors
Texas
$2.57M -$1.12M -28,664 -30%
MAS
41
Managed Account Services
Florida
$2.4M -$138K -3,518 -5%
OWM
42
Opes Wealth Management
California
$2.17M +$53.2K +1,355 +2%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$2.13M – – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.08M +$2.11M +53,795 New
PFA
45
Professional Financial Advisors
Nebraska
$1.93M +$71.7K +1,828 +4%
OFG
46
OmniStar Financial Group
North Carolina
$1.86M -$39.5K -1,006 -2%
BWM
47
Brickley Wealth Management
California
$1.7M +$20.7K +527 +1%
SEP
48
Southland Equity Partners
Missouri
$1.63M -$237K -6,049 -13%
1832 Asset Management
49
1832 Asset Management
Ontario, Canada
$1.41M -$113K -2,890 -6%
ELI
50
Empire Life Investments
Ontario, Canada
$1.37M +$90.2K +2,300 +7%
1
2
3 4 5

IMTM Hedge Fund Activity: Q2 2021 in Review

100 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q2 2021, worth a combined $831M — up 8.3% from $767M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IMTM positions and 10 closed out — a net gain of 1 holder — while 53 added to existing stakes and 24 trimmed.

The largest buyer was BlackRock, adding an estimated $18.3M. The largest seller was Victory Capital Management, cutting an estimated $21.5M.

  • 100 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q2 2021, up from 99 in Q1 2021.
  • Funds reported $831M of iShares MSCI Intl Momentum Factor ETF stock for Q2 2021, up 8.3% quarter-over-quarter.
  • 11 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q2 2021 and 10 closed out, a net change of +1 holder.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q2 2021 was BlackRock, an estimated $18.3M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q2 2021 was Victory Capital Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2021.