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iShares MSCI Intl Momentum Factor ETF

68 hedge funds and large institutions have $596M invested in iShares MSCI Intl Momentum Factor ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

51% more capital invested

Capital invested by funds: $395M → $596M (+$201M)

26% more funds holding

Funds holding: 5468 (+14)

8.62% less ownership

Funds ownership: 117.61%108.99% (-8.6%)

Holders
68
Holders Change
+14
Holders Change %
+25.93%
% of All Funds
1.37%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
17
Increased
29
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
3AM
51
3D Asset Management
Connecticut
$403K -$113K -3,367 -22%
FA
52
Fortis Advisors
Pennsylvania
$354K -$116K -3,472 -25%
MA
53
Mutual Advisors
Nebraska
$299K -$1.51K -45 -0.5%
WCG
54
Weaver Consulting Group
California
$269K
VAS
55
Vestmark Advisory Solutions
Massachusetts
$264K +$260K +7,765 New
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$244K +$240K +7,172 New
Osaic Holdings
57
Osaic Holdings
Arizona
$220K +$110K +3,295 +104%
CFGS
58
Concourse Financial Group Securities
Alabama
$204K +$111K +3,320 +124%
MAM
59
Meeder Asset Management
Ohio
$157K +$155K +4,627 New
ASN
60
Advisory Services Network
Georgia
$100K +$98.8K +2,953 New
PFBT
61
Parkside Financial Bank & Trust
Missouri
$14K +$13.6K +407 New
GWM
62
Geneos Wealth Management
Colorado
$9K +$9.37K +280 New
NFG
63
Next Financial Group
Texas
$7K +$6.46K +193 New
CA
64
Clearstead Advisors
Ohio
$1K +$1.34K +40 New
TAIM
65
TD Ameritrade Investment Management
Nebraska
$1K +$1.34K +40 New
FCH
66
Freestone Capital Holdings
Washington
$758 +$736 +22 New
Jane Street
67
Jane Street
New York
-$5.16M -164,423 Closed
Allianz Asset Management
68
Allianz Asset Management
Germany
-$325K -10,362 Closed
CAN
69
Cetera Advisor Networks
California
-$107K -3,418 Closed
Citigroup
70
Citigroup
New York
-$67 -2 -67%
Wells Fargo
71
Wells Fargo
California
+$33 +1 New

IMTM Hedge Fund Activity: Q3 2020 in Review

68 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q3 2020, worth a combined $596M — up 51% from $395M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IMTM positions and 3 closed out — a net gain of 14 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $55.1M. The largest seller was Jane Street, exiting entirely with an estimated $5.16M sold.

  • 68 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q3 2020, up from 54 in Q2 2020.
  • Funds reported $596M of iShares MSCI Intl Momentum Factor ETF stock for Q3 2020, up 51% quarter-over-quarter.
  • 17 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q3 2020 and 3 closed out, a net change of +14 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q3 2020 was Victory Capital Management, an estimated $55.1M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q3 2020 was Jane Street, an estimated $5.16M sold.

Based on aggregated 13F filings for Q3 2020.