iShares MSCI Intl Momentum Factor ETF
IMTM
47 hedge funds and large institutions have $195M invested in iShares MSCI Intl Momentum Factor ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
35% more capital invested
Capital invested by funds: $145M → $195M (+$50.6M)
18% more funds holding
Funds holding: 40 → 47 (+7)
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
1.2% more ownership
Funds ownership: 105.72% → 106.92% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$12.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.1M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$12M |
| 4 |
BlackRock
New York
|
+$5.8M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$2.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.37M |
| 2 |
SG Americas Securities
New York
|
-$890K |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$400K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$379K |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$201K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| – | -$3K | -91 | Closed |
|
IMTM Hedge Fund Activity: Q3 2019 in Review
47 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q3 2019, worth a combined $195M — up 35% from $145M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IMTM positions and 4 closed out — a net gain of 7 holders — while 15 added to existing stakes and 13 trimmed.
The largest buyer was Venturi Wealth Management, opening a new position worth an estimated $12.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.37M sold.
- 47 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q3 2019, up from 40 in Q2 2019.
- Funds reported $195M of iShares MSCI Intl Momentum Factor ETF stock for Q3 2019, up 35% quarter-over-quarter.
- 11 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q3 2019 and 4 closed out, a net change of +7 holders.
- The largest iShares MSCI Intl Momentum Factor ETF buyer in Q3 2019 was Venturi Wealth Management, an estimated $12.5M added.
- The largest iShares MSCI Intl Momentum Factor ETF seller in Q3 2019 was Citadel Advisors, an estimated $3.37M sold.
Based on aggregated 13F filings for Q3 2019.