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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

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
Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
1.6%
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
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$413M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$409M
3
RJA
3
Raymond James & Associates
Florida
$9.56M
4
ACA
4
Atlas Capital Advisors
Wyoming
$13.6M
5
UBS Group
5
UBS Group
Switzerland
$11.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.32M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.03M
4
AWM
4
AE Wealth Management
Kansas
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$4M +$161K +4,970 +4%
OWM
27
Opes Wealth Management
California
$3.97M +$2.62K +81 +0.1%
CAI
28
Capital Advisors Inc
Oklahoma
$3.39M +$138K +4,275 +4%
TC
29
Tacita Capital
Ontario, Canada
$3.24M +$18.9K +585 +0.6%
FWP
30
FAS Wealth Partners
Kansas
$2.81M -$63.1K -1,951 -2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$2.22M -$70.9K -2,194 -3%
PFA
32
Professional Financial Advisors
Nebraska
$2.15M +$843K +23,762 +65%
UA
33
Unison Advisors
District of Columbia
$1.79M -$7.4K -229 -0.4%
LPL Financial
34
LPL Financial
California
$1.79M +$497K +15,366 +39%
TAIM
35
TD Ameritrade Investment Management
Nebraska
$1.72M -$700K -21,674 -29%
MWM
36
MorganRosel Wealth Management
Colorado
$1.58M +$896K +27,734 +131%
BWM
37
Brickley Wealth Management
California
$1.47M +$265K +8,205 +22%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$1.46M – – –
SEP
39
Southland Equity Partners
Missouri
$1.44M -$5.01K -155 -0.3%
SRC
40
Shufro Rose & Co
New York
$1.32M +$802K +24,802 +156%
Betterment LLC
41
Betterment LLC
New York
$1.11M +$163K +5,030 +17%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.09M -$22.6K -693 -2%
ACA
43
Ackerman Capital Advisors
Texas
$1.02M -$151K -4,666 -13%
MML Investors Services
44
MML Investors Services
Massachusetts
$987K -$21.5K -664 -2%
LWM
45
Lodestone Wealth Management
Washington
$931K -$17.7K -547 -2%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$911K -$135K -4,183 -13%
PAG
47
Private Advisor Group
New Jersey
$866K +$185K +5,715 +27%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$821K +$37.5K +1,159 +5%
IWC
49
Integrated Wealth Concepts
Massachusetts
$665K +$30.5K +943 +5%
CG
50
Caprock Group
Idaho
$663K +$373K +11,529 +128%
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