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iShares MSCI Intl Momentum Factor ETF
IMTM

151 hedge funds and large institutions have $2.84B invested in iShares MSCI Intl Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 46

6% more capital invested

Capital invested by funds: $2.69B → $2.84B (+$151M)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1.01% less ownership

Funds ownership: 124.5% → 123.49% (-1%)

2% less funds holding

Funds holding: 154 → 151 (-3)

Holders
151
Holders Change
-3
Holders Change %
-1.95%
% of All Funds
2.17%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
61
Reduced
46
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$50.3M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$29M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$10.3M
5
FFN
Focus Financial Network
Minnesota
+$4.82M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$26.8M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$17.1M
3
RJA
Raymond James & Associates
Florida
-$13.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.88M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
26
Meredith Wealth Planning
Illinois
$8.89M -$52.3K -1,337 -0.6%
Morgan Stanley
27
Morgan Stanley
New York
$8.34M +$245K +6,277 +3%
Bank of America
28
Bank of America
North Carolina
$7.56M +$854K +21,836 +13%
LPL Financial
29
LPL Financial
California
$4.98M +$409K +10,464 +9%
FFN
30
Focus Financial Network
Minnesota
$4.98M +$4.82M +123,210 New
OWM
31
Opes Wealth Management
California
$4.83M +$17.6K +451 +0.4%
TC
32
Tacita Capital
Ontario, Canada
$4.72M -$68.3K -1,747 -1%
SP
33
Symmetry Partners
Connecticut
$4M +$3.88M +99,099 New
FFL
34
Financial Freedom LLC
Ohio
$3.81M +$2.23M +56,951 +152%
1WM
35
1900 Wealth Management
Texas
$3.49M -$37.5K -959 -1%
FWP
36
FAS Wealth Partners
Kansas
$3.35M -$68.8K -1,760 -2%
UA
37
Unison Advisors
District of Columbia
$3.14M +$81.5K +2,085 +3%
AI
38
Atria Investments
North Carolina
$3.14M +$1.7M +43,556 +127%
OAM
39
Occidental Asset Management
California
$2.8M +$3.52K +90 +0.1%
CAI
40
Capital Advisors Inc
Oklahoma
$2.8M -$822K -21,010 -23%
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$2.76M +$1.15M +29,508 +76%
SRC
42
Shufro Rose & Co
New York
$2.76M – – –
CFD
43
Creative Financial Designs
Indiana
$2.46M +$225K +5,763 +10%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$2.3M -$4M -102,393 -64%
RF
45
RHS Financial
California
$2.22M +$972K +24,850 +82%
CM
46
Columbus Macro
Pennsylvania
$2.2M +$35.2K +900 +2%
MWM
47
MorganRosel Wealth Management
Colorado
$1.97M +$45.1K +1,154 +2%
WIA
48
World Investment Advisors
California
$1.94M +$79.7K +2,037 +4%
Betterment LLC
49
Betterment LLC
New York
$1.88M -$133K -3,412 -7%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.85M +$511K +13,067 +40%
1
2
3 4 5

IMTM Hedge Fund Activity: Q3 2024 in Review

151 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q3 2024, worth a combined $2.84B — up 5.6% from $2.69B a quarter earlier.

Fund positioning in IMTM was balanced in Q3 2024: 19 funds opened new positions, 19 closed out, 61 added to existing stakes and 46 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $50.3M. The largest seller was JP Morgan Chase, cutting an estimated $26.8M.

  • 151 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q3 2024, down from 154 in Q2 2024.
  • Funds reported $2.84B of iShares MSCI Intl Momentum Factor ETF stock for Q3 2024, up 5.6% quarter-over-quarter.
  • 19 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q3 2024 and 19 closed out, a net change of 0 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q3 2024 was Mercer Global Advisors, an estimated $50.3M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q3 2024 was JP Morgan Chase, an estimated $26.8M sold.

Based on aggregated 13F filings for Q3 2024.