iShares MSCI Intl Momentum Factor ETF
IMTM
50 hedge funds and large institutions have $237M invested in iShares MSCI Intl Momentum Factor ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
21% more capital invested
Capital invested by funds: $195M → $237M (+$41.5M)
6% more funds holding
Funds holding: 47 → 50 (+3)
3.03% more ownership
Funds ownership: 106.92% → 109.95% (+3%)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$13.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.7M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$9.37M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.15M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$12.5M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
-$2.98M |
| 3 |
JP Morgan Chase
New York
|
-$2.14M |
| 4 |
BlackRock
New York
|
-$1.45M |
| 5 |
Jane Street
New York
|
-$1.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HH
51
Hilltop Holdings
Dallas,
Texas
| – | -$527K | -17,953 | Closed |
|
|
PAG
52
Private Advisor Group
Morristown,
New Jersey
| – | -$357K | -11,845 | Closed |
|
|
IWS
53
Insight Wealth Strategies
San Ramon,
California
| – | -$279K | -9,505 | Closed |
|
|
BHWA
54
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| – | -$209K | -7,066 | Closed |
|
|
FAAS
55
First Allied Advisory Services
San Diego,
California
| – | -$71K | -2,420 | Closed |
|
56
Wells Fargo
San Francisco,
California
| – | -$30K | -994 | -100% |
|
|
PCG
57
Private Capital Group
West Hartford,
Connecticut
| – | -$28K | -957 | Closed |
|
IMTM Hedge Fund Activity: Q4 2019 in Review
50 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q4 2019, worth a combined $237M — up 21% from $195M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IMTM positions and 7 closed out — a net gain of 3 holders — while 17 added to existing stakes and 18 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $13.6M. The largest seller was Venturi Wealth Management, exiting entirely with an estimated $12.5M sold.
- 50 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q4 2019, up from 47 in Q3 2019.
- Funds reported $237M of iShares MSCI Intl Momentum Factor ETF stock for Q4 2019, up 21% quarter-over-quarter.
- 10 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q4 2019 and 7 closed out, a net change of +3 holders.
- The largest iShares MSCI Intl Momentum Factor ETF buyer in Q4 2019 was Mercer Global Advisors, an estimated $13.6M added.
- The largest iShares MSCI Intl Momentum Factor ETF seller in Q4 2019 was Venturi Wealth Management, an estimated $12.5M sold.
Based on aggregated 13F filings for Q4 2019.