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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

102 hedge funds and large institutions have $1.12B invested in iShares MSCI Intl Momentum Factor ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
1.65%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
19
Increased
39
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$363M
2
Jane Street
Jane Street
New York
$33.9M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$366M
4
RJA
Raymond James & Associates
Florida
$6.24M
5
BlackRock
BlackRock
New York
$33.2M

Top Sellers

1
AP
Atwood & Palmer
Missouri
$11.3M
2
IDA
Intelligence Driven Advisers
California
$213K
3
Mariner
Mariner
Kansas
$5.77M
4
RWM
Ritholtz Wealth Management
New York
$22M
5
UBS Group
UBS Group
Switzerland
$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$5.77M -$4.74M -153,735 -45%
SPWM
27
Straight Path Wealth Management
Michigan
$5.02M +$188K +6,098 +4%
OWM
28
Opes Wealth Management
California
$3.79M +$43.2K +1,402 +1%
Bank of America
29
Bank of America
North Carolina
$3.66M +$682K +22,137 +23%
CAI
30
Capital Advisors Inc
Oklahoma
$3.11M -$57.6K -1,868 -2%
TC
31
Tacita Capital
Ontario, Canada
$3.07M +$147K +4,775 +5%
FWP
32
FAS Wealth Partners
Kansas
$2.75M -$444K -14,390 -14%
TAIM
33
TD Ameritrade Investment Management
Nebraska
$2.31M +$190K +6,168 +9%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$2.29M +$691K +21,391 +43%
UA
35
Unison Advisors
District of Columbia
$1.71M +$58.4K +1,893 +4%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.54M -$71.1K -2,306 -4%
AWM
37
AE Wealth Management
Kansas
$1.52M -$166K -5,387 -10%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$1.39M -$74K -2,400 -5%
SEP
39
Southland Equity Partners
Missouri
$1.37M -$10.4K -336 -0.7%
LPL Financial
40
LPL Financial
California
$1.23M -$350K -11,358 -22%
BWM
41
Brickley Wealth Management
California
$1.15M -$370 -12 -0%
ELI
42
Empire Life Investments
Ontario, Canada
$1.15M +$154K +5,000 +16%
PFA
43
Professional Financial Advisors
Nebraska
$1.13M +$36.2K +1,174 +3%
ACA
44
Ackerman Capital Advisors
Texas
$1.12M -$219K -7,112 -16%
Osaic Holdings
45
Osaic Holdings
Arizona
$1.05M -$84.1K -2,731 -7%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$998K +$893K +28,978 +852%
MML Investors Services
47
MML Investors Services
Massachusetts
$962K -$81.3K -2,637 -8%
LWM
48
Lodestone Wealth Management
Washington
$905K +$905K +29,356 New
Betterment LLC
49
Betterment LLC
New York
$900K +$73.1K +2,371 +9%
IA
50
IFP Advisors
Florida
$898K +$140K +4,074 +18%
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