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iShares MSCI Intl Momentum Factor ETF
IMTM

154 hedge funds and large institutions have $2.69B invested in iShares MSCI Intl Momentum Factor ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

32% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 44

11% more funds holding

Funds holding: 139 → 154 (+15)

4% more capital invested

Capital invested by funds: $2.59B → $2.69B (+$97M)

4.16% less ownership

Funds ownership: 128.66% → 124.5% (-4.2%)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
154
Holders Change
+15
Holders Change %
+10.79%
% of All Funds
2.22%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
31
Increased
58
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$44.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$36.4M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$28.4M
4
JP Morgan Chase
JP Morgan Chase
New York
+$26.9M
5
KWM
Kingsview Wealth Management
Oregon
+$2.86M

Top Sellers

1
KFAA
Klaas Financial Asset Advisors
Illinois
-$10.3M
2
OMC
Old Mission Capital
Illinois
-$4.06M
3
RJA
Raymond James & Associates
Florida
-$3.59M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.23M
5
ACA
Atlas Capital Advisors
Wyoming
-$3.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
26
Family Capital Trust
Massachusetts
$9.7M -$7.03K -182 -0.1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$9.16M -$3.23M -83,784 -26%
MWP
28
Meredith Wealth Planning
Illinois
$8.57M -$3.47K -90 -0%
SPWM
29
Straight Path Wealth Management
Michigan
$8.41M +$453K +11,741 +6%
Morgan Stanley
30
Morgan Stanley
New York
$7.74M +$2.45M +63,517 +46%
Bank of America
31
Bank of America
North Carolina
$6.4M +$890K +23,059 +16%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$6.17M +$453K +11,738 +8%
VW
33
Veridan Wealth
Oregon
$4.93M +$4.16M +107,869 New
OWM
34
Opes Wealth Management
California
$4.61M -$151K -3,923 -3%
TC
35
Tacita Capital
Ontario, Canada
$4.59M +$116K +3,003 +3%
LPL Financial
36
LPL Financial
California
$4.36M +$32.6K +845 +0.8%
MML Investors Services
37
MML Investors Services
Massachusetts
$4.32M -$28.1K -727 -0.6%
CCMG
38
Clark Capital Management Group
Pennsylvania
$3.59M -$2.92M -75,599 -45%
CAI
39
Capital Advisors Inc
Oklahoma
$3.5M -$37.7K -976 -1%
1WM
40
1900 Wealth Management
Texas
$3.38M -$862K -22,328 -20%
Jane Street
41
Jane Street
New York
$3.3M -$516K -13,368 -14%
FWP
42
FAS Wealth Partners
Kansas
$3.28M -$9.46K -245 -0.3%
UA
43
Unison Advisors
District of Columbia
$2.93M +$278K +7,193 +10%
KWM
44
Kingsview Wealth Management
Oregon
$2.87M +$2.86M +74,057 New
SRC
45
Shufro Rose & Co
New York
$2.76M +$193K +4,987 +8%
OAM
46
Occidental Asset Management
California
$2.68M +$27.1K +703 +1%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$2.48M +$1.66M +43,049 +205%
CFD
48
Creative Financial Designs
Indiana
$2.13M +$2.13M +55,147 New
CM
49
Columbus Macro
Pennsylvania
$2.11M -$43K -1,114 -2%
SAM
50
Smartleaf Asset Management
Massachusetts
$1.98M -$403K -10,443 -17%
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IMTM Hedge Fund Activity: Q2 2024 in Review

154 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q2 2024, worth a combined $2.69B — up 3.7% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IMTM positions and 14 closed out — a net gain of 17 holders — while 58 added to existing stakes and 44 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $44.5M. The largest seller was Klaas Financial Asset Advisors, cutting an estimated $10.3M.

  • 154 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q2 2024, up from 139 in Q1 2024.
  • Funds reported $2.69B of iShares MSCI Intl Momentum Factor ETF stock for Q2 2024, up 3.7% quarter-over-quarter.
  • 31 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q2 2024 and 14 closed out, a net change of +17 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q2 2024 was Mercer Global Advisors, an estimated $44.5M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q2 2024 was Klaas Financial Asset Advisors, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2024.