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iShares MSCI Intl Momentum Factor ETF
IMTM

94 hedge funds and large institutions have $882M invested in iShares MSCI Intl Momentum Factor ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 26

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

6% more capital invested

Capital invested by funds: $831M → $882M (+$50.8M)

1.26% more ownership

Funds ownership: 104.85% → 106.11% (+1.3%)

6% less funds holding

Funds holding: 100 → 94 (-6)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
94
Holders Change
-6
Holders Change %
-6%
% of All Funds
1.65%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
10
Increased
46
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$23.3M
2
RWM
Ritholtz Wealth Management
New York
+$20.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.9M
4
Victory Capital Management
Victory Capital Management
Texas
+$13.3M
5
Mariner
Mariner
Kansas
+$11.6M

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$9.55M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$7.59M
3
1WM
1900 Wealth Management
Texas
-$3.37M
4
RWMH
Riverpoint Wealth Management Holdings
Illinois
-$2.82M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Cabot Wealth Management
Massachusetts
$5.86M -$64.5K -1,643 -1%
Morgan Stanley
27
Morgan Stanley
New York
$5.24M +$902K +22,975 +20%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$4.82M -$1.82M -46,412 -27%
FWP
29
FAS Wealth Partners
Kansas
$4.36M +$13.3K +339 +0.3%
Bank of America
30
Bank of America
North Carolina
$4.33M +$71.5K +1,822 +2%
SAM
31
Stringer Asset Management
Tennessee
$4.21M +$306K +7,804 +8%
TC
32
Tacita Capital
Ontario, Canada
$3.53M +$166K +4,220 +5%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$3.46M +$331K +8,425 +10%
EH
34
Equitable Holdings
New York
$3.44M +$803K +20,454 +29%
SC
35
Sepio Capital
Utah
$3.14M +$25.6K +651 +0.8%
LB
36
Leo Brokerage
Texas
$3.06M +$90.3K +2,299 +3%
IDA
37
Intelligence Driven Advisers
California
$2.57M – – –
ACA
38
Ackerman Capital Advisors
Texas
$2.42M -$116K -2,961 -4%
OWM
39
Opes Wealth Management
California
$2.31M +$178K +4,543 +8%
AWM
40
AE Wealth Management
Kansas
$2.29M +$2.36M +60,072 New
OMC
41
Old Mission Capital
Illinois
$2.2M -$1.44M -36,788 -39%
PAG
42
Private Advisor Group
New Jersey
$1.99M +$1.16M +29,477 +130%
PFA
43
Professional Financial Advisors
Nebraska
$1.95M +$78.4K +1,996 +4%
MAS
44
Managed Account Services
Florida
$1.93M -$452K -11,511 -19%
BWM
45
Brickley Wealth Management
California
$1.67M +$1.33K +34 +0.1%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$1.61M +$321K +8,168 +24%
SEP
47
Southland Equity Partners
Missouri
$1.6M -$3.89K -99 -0.2%
OFG
48
OmniStar Financial Group
North Carolina
$1.59M -$249K -6,338 -13%
ELI
49
Empire Life Investments
Ontario, Canada
$1.58M +$236K +6,000 +17%
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
$1.51M +$210K +5,350 +12%
1
2
3 4 5

IMTM Hedge Fund Activity: Q3 2021 in Review

94 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q3 2021, worth a combined $882M — up 6.1% from $831M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IMTM and 10 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 46 added.

The largest buyer was Mercer Global Advisors, adding an estimated $23.3M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $9.55M sold.

  • 94 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q3 2021, down from 100 in Q2 2021.
  • Funds reported $882M of iShares MSCI Intl Momentum Factor ETF stock for Q3 2021, up 6.1% quarter-over-quarter.
  • 10 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q3 2021 and 14 closed out, a net change of -4 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q3 2021 was Mercer Global Advisors, an estimated $23.3M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $9.55M sold.

Based on aggregated 13F filings for Q3 2021.