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iShares MSCI Intl Momentum Factor ETF
IMTM

103 hedge funds and large institutions have $1.77B invested in iShares MSCI Intl Momentum Factor ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 28

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

2% more capital invested

Capital invested by funds: $1.73B → $1.77B (+$37.7M)

0.96% more ownership

Funds ownership: 119.92% → 120.88% (+0.96%)

6% less funds holding

Funds holding: 109 → 103 (-6)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

Holders
103
Holders Change
-6
Holders Change %
-5.5%
% of All Funds
1.63%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
10
Increased
46
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$81.3M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$31.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.3M
4
FCT
Family Capital Trust
Massachusetts
+$8.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.98M

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$14.2M
2
Jane Street
Jane Street
New York
-$8.58M
3
1WM
1900 Wealth Management
Texas
-$4.09M
4
RJA
Raymond James & Associates
Florida
-$1.34M
5
ACA
Atlas Capital Advisors
Wyoming
-$944K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
26
Straight Path Wealth Management
Michigan
$5.87M +$224K +6,852 +4%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$4.67M +$3.98M +121,677 +456%
Morgan Stanley
28
Morgan Stanley
New York
$4.52M -$266K -8,148 -5%
OWM
29
Opes Wealth Management
California
$4.02M +$165K +5,063 +4%
Bank of America
30
Bank of America
North Carolina
$3.74M +$65.3K +1,998 +2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$3.65M -$397K -12,160 -9%
TC
32
Tacita Capital
Ontario, Canada
$3.58M +$270K +8,275 +8%
CAI
33
Capital Advisors Inc
Oklahoma
$3.13M -$134K -4,115 -4%
FWP
34
FAS Wealth Partners
Kansas
$2.73M -$17.7K -542 -0.6%
LPL Financial
35
LPL Financial
California
$2.65M +$111K +3,403 +4%
OAM
36
Occidental Asset Management
California
$2.1M +$449K +13,749 +26%
UA
37
Unison Advisors
District of Columbia
$1.96M +$32.9K +1,008 +2%
SRC
38
Shufro Rose & Co
New York
$1.76M +$175K +5,370 +11%
MWM
39
MorganRosel Wealth Management
Colorado
$1.59M +$28.9K +885 +2%
Betterment LLC
40
Betterment LLC
New York
$1.45M +$224K +6,870 +18%
SEP
41
Southland Equity Partners
Missouri
$1.36M -$19.7K -603 -1%
BWM
42
Brickley Wealth Management
California
$1.33M -$110K -3,367 -7%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$1.32M – – –
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.23M -$156K -4,779 -11%
MML Investors Services
45
MML Investors Services
Massachusetts
$930K -$13.9K -425 -1%
ACA
46
Ackerman Capital Advisors
Texas
$887K -$90.3K -2,763 -9%
PAG
47
Private Advisor Group
New Jersey
$884K +$7.58K +232 +0.8%
PFA
48
Professional Financial Advisors
Nebraska
$839K -$27.2K -834 -3%
GJIA
49
Glass Jacobson Investment Advisors
Maryland
$784K +$156K +4,781 +24%
DWM
50
Dopkins Wealth Management
New York
$774K +$20.5K +627 +3%
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IMTM Hedge Fund Activity: Q3 2023 in Review

103 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q3 2023, worth a combined $1.77B — up 2.2% from $1.73B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IMTM and 10 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 46 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $81.3M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $14.2M sold.

  • 103 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q3 2023, down from 109 in Q2 2023.
  • Funds reported $1.77B of iShares MSCI Intl Momentum Factor ETF stock for Q3 2023, up 2.2% quarter-over-quarter.
  • 10 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q3 2023 and 15 closed out, a net change of -5 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $81.3M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q3 2023 was Janney Montgomery Scott, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2023.