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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

109 hedge funds and large institutions have $1.73B invested in iShares MSCI Intl Momentum Factor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
109
Holders Change
+9
Holders Change %
+9%
% of All Funds
1.72%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
13
Increased
45
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$429M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$441M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$435M
4
Jane Street
4
Jane Street
New York
$8.58M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$14.2M

Top Sellers

1
PFA
1
Professional Financial Advisors
Nebraska
$912K
2
1WM
2
1900 Wealth Management
Texas
$13.3M
3
MWP
3
Meredith Wealth Planning
Illinois
$9.3M
4
LWM
4
Lodestone Wealth Management
Washington
$535K
5
RJA
5
Raymond James & Associates
Florida
$9.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$7.42M 223,446 +10,227 +5%
SPWM
27
Straight Path Wealth Management
Michigan
$5.96M 179,480 +6,724 +4%
Morgan Stanley
28
Morgan Stanley
New York
$5.03M 151,656 -4,128 -3%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$4.26M 128,217 -5,517 -4%
OWM
30
Opes Wealth Management
California
$4.08M 122,742 -121 -0.1%
Bank of America
31
Bank of America
North Carolina
$3.88M 116,764 -7,009 -6%
TC
32
Tacita Capital
Ontario, Canada
$3.5M 105,400 +5,220 +5%
CAI
33
Capital Advisors Inc
Oklahoma
$3.44M 103,526 -1,487 -1%
FWP
34
FAS Wealth Partners
Kansas
$2.9M 87,351 +263 +0.3%
LPL Financial
35
LPL Financial
California
$2.69M 80,900 +25,643 +46%
UA
36
Unison Advisors
District of Columbia
$2.04M 61,383 +6,018 +11%
OAM
37
Occidental Asset Management
California
$1.76M 52,925 +52,925 New
SRC
38
Shufro Rose & Co
New York
$1.68M 50,587 +9,883 +24%
MWM
39
MorganRosel Wealth Management
Colorado
$1.65M 49,572 +624 +1%
TAIM
40
TD Ameritrade Investment Management
Nebraska
$1.53M 46,118 -7,143 -13%
BWM
41
Brickley Wealth Management
California
$1.51M 45,615 – –
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.45M 43,734 -5,063 -10%
SEP
43
Southland Equity Partners
Missouri
$1.45M 43,648 -782 -2%
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
$1.4M 42,080 -3,010 -7%
Betterment LLC
45
Betterment LLC
New York
$1.3M 39,184 +4,969 +15%
Osaic Holdings
46
Osaic Holdings
Arizona
$1.09M 33,521 +109 +0.3%
ACA
47
Ackerman Capital Advisors
Texas
$1.03M 30,933 -714 -2%
MML Investors Services
48
MML Investors Services
Massachusetts
$995K 29,971 -565 -2%
PAG
49
Private Advisor Group
New Jersey
$943K 27,864 +1,073 +4%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$938K 28,257 +59 +0.2%
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