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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

115 hedge funds and large institutions have $2.06B invested in iShares MSCI Intl Momentum Factor ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 8 closing their positions.

Holders
115
Holders Change
+12
Holders Change %
+11.65%
% of All Funds
1.69%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
21
Increased
36
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$557M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$513M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$501M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$14.8M
5
Jane Street
5
Jane Street
New York
$12.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.08M
2
BlackRock
2
BlackRock
New York
$35.5M
3
1WM
3
1900 Wealth Management
Texas
$7.26M
4
MWP
4
Meredith Wealth Planning
Illinois
$7.59M
5
ACA
5
Atlas Capital Advisors
Wyoming
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$8.5M 247,838 +18,524 +8%
RJA
27
Raymond James & Associates
Florida
$8.14M 237,476 -7,479 -3%
MWP
28
Meredith Wealth Planning
Illinois
$7.59M 221,449 -62,299 -22%
1WM
29
1900 Wealth Management
Texas
$7.26M 211,688 -64,904 -23%
SPWM
30
Straight Path Wealth Management
Michigan
$6.95M 202,565 +16,233 +9%
Bank of America
31
Bank of America
North Carolina
$5.21M 152,071 +33,309 +28%
GOCP
32
Great Oak Capital Partners
Massachusetts
$5.12M 149,399 +149,399 New
OWM
33
Opes Wealth Management
California
$4.42M 128,888 +1,083 +0.8%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$3.89M 113,445 -2,612 -2%
OMC
35
Old Mission Capital
Illinois
$3.62M 105,631 +105,631 New
TC
36
Tacita Capital
Ontario, Canada
$3.5M 101,955 -11,720 -10%
CAI
37
Capital Advisors Inc
Oklahoma
$3.12M 91,043 -8,368 -8%
LPL Financial
38
LPL Financial
California
$3.08M 89,704 +5,401 +6%
FWP
39
FAS Wealth Partners
Kansas
$2.96M 86,254 -555 -0.6%
OAM
40
Occidental Asset Management
California
$2.32M 67,697 +1,023 +2%
UA
41
Unison Advisors
District of Columbia
$2.23M 65,109 +2,718 +4%
CM
42
Columbus Macro
Pennsylvania
$1.89M 54,624 +54,624 New
MWM
43
MorganRosel Wealth Management
Colorado
$1.83M 53,441 +2,984 +6%
SRC
44
Shufro Rose & Co
New York
$1.75M 55,597 -360 -0.6%
Betterment LLC
45
Betterment LLC
New York
$1.55M 45,177 -877 -2%
BWM
46
Brickley Wealth Management
California
$1.45M 42,248 – –
SEP
47
Southland Equity Partners
Missouri
$1.43M 41,725 -1,320 -3%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$1.4M 40,910 -1,170 -3%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$1.32M 38,515 -440 -1%
RPG
50
Resource Planning Group
Georgia
$1.11M 32,480 +32,480 New
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