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iShares MSCI Intl Momentum Factor ETF

100 hedge funds and large institutions have $1.19B invested in iShares MSCI Intl Momentum Factor ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $1.12B → $1.19B (+$66M)

2% less funds holding

Funds holding: 102100 (-2)

2.55% less ownership

Funds ownership: 129.63%127.08% (-2.6%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
1.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
10
Increased
40
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$4M +$158K +4,970 +4%
OWM
27
Opes Wealth Management
California
$3.97M +$2.57K +81 +0.1%
CAI
28
Capital Advisors Inc
Oklahoma
$3.39M +$136K +4,275 +4%
TC
29
Tacita Capital
Ontario, Canada
$3.24M +$18.6K +585 +0.6%
FWP
30
FAS Wealth Partners
Kansas
$2.81M -$62K -1,951 -2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$2.22M -$69.7K -2,194 -3%
PFA
32
Professional Financial Advisors
Nebraska
$2.15M +$755K +23,762 +65%
UA
33
Unison Advisors
District of Columbia
$1.79M -$7.28K -229 -0.4%
LPL Financial
34
LPL Financial
California
$1.79M +$488K +15,366 +39%
TAIM
35
TD Ameritrade Investment Management
Nebraska
$1.72M -$689K -21,674 -29%
MWM
36
MorganRosel Wealth Management
Colorado
$1.58M +$881K +27,734 +131%
BWM
37
Brickley Wealth Management
California
$1.47M +$261K +8,205 +22%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$1.46M
SEP
39
Southland Equity Partners
Missouri
$1.44M -$4.92K -155 -0.3%
SRC
40
Shufro Rose & Co
New York
$1.32M +$788K +24,802 +156%
Betterment LLC
41
Betterment LLC
New York
$1.11M +$160K +5,030 +17%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.09M -$22K -693 -2%
ACA
43
Ackerman Capital Advisors
Texas
$1.02M -$148K -4,666 -13%
MML Investors Services
44
MML Investors Services
Massachusetts
$987K -$21.1K -664 -2%
LWM
45
Lodestone Wealth Management
Washington
$931K -$17.4K -547 -2%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$911K -$133K -4,183 -13%
PAG
47
Private Advisor Group
New Jersey
$866K +$182K +5,715 +27%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$821K +$36.8K +1,159 +5%
IWC
49
Integrated Wealth Concepts
Massachusetts
$665K +$30K +943 +5%
CG
50
Caprock Group
Idaho
$663K +$366K +11,529 +128%

IMTM Hedge Fund Activity: Q1 2023 in Review

100 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q1 2023, worth a combined $1.19B — up 5.9% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IMTM positions and 9 closed out — a net gain of 1 holder — while 40 added to existing stakes and 29 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $28.6M. The largest seller was Jane Street, exiting entirely with an estimated $33.9M sold.

  • 100 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q1 2023, down from 102 in Q4 2022.
  • Funds reported $1.19B of iShares MSCI Intl Momentum Factor ETF stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 10 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q1 2023 and 9 closed out, a net change of +1 holder.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q1 2023 was Mercer Global Advisors, an estimated $28.6M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q1 2023 was Jane Street, an estimated $33.9M sold.

Based on aggregated 13F filings for Q1 2023.