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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

91 hedge funds and large institutions have $770M invested in iShares MSCI Intl Momentum Factor ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+23
Holders Change %
+33.82%
% of All Funds
1.61%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
28
Increased
35
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$162M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$155M
3
Ameriprise
Ameriprise
Minnesota
$9.44M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$19.4M
5
AIM
Acropolis Investment Management
Missouri
$11.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.69M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
3
CI
CX Institutional
Indiana
$2.51M
4
CCMG
Clark Capital Management Group
Pennsylvania
$1.24M
5
OWM
Opes Wealth Management
California
$952K
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
51
1832 Asset Management
Ontario, Canada
$1.42M -$84.1K -2,820 -6%
CCMG
52
Clark Capital Management Group
Pennsylvania
$1.24M -$1.61M -42,836 -57%
PFA
53
Professional Financial Advisors
Nebraska
$1.13M +$65.2K +1,731 +6%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$1.04M -$12K -318 -1%
BOPW
55
Brandywine Oak Private Wealth
Pennsylvania
$1.02M – – –
OWM
56
Opes Wealth Management
California
$952K -$1.61M -42,932 -63%
PAG
57
Private Advisor Group
New Jersey
$880K +$880K +23,367 New
BAM
58
Belpointe Asset Management
Nevada
$815K +$815K +21,656 New
Brown Advisory
59
Brown Advisory
Maryland
$767K – – –
LPL Financial
60
LPL Financial
California
$666K +$119K +3,151 +22%
KWM
61
Kingsview Wealth Management
Oregon
$612K +$612K +16,256 New
BCP
62
Blackhawk Capital Partners
Wisconsin
$593K +$593K +17,442 New
TWA
63
Tillar-Wenstrup Advisors
Ohio
$473K +$24.8K +660 +6%
SS
64
Simplicity Solutions
Minnesota
$470K +$470K +12,477 New
FA
65
Fortis Advisors
Pennsylvania
$392K – – –
RJFSA
66
Raymond James Financial Services Advisors
Florida
$358K +$358K +9,520 New
WCG
67
Weaver Consulting Group
California
$335K +$36.4K +965 +12%
VAS
68
Vestmark Advisory Solutions
Massachusetts
$318K +$25.4K +674 +9%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$308K +$308K +8,176 New
AP
70
Advisors Preferred
Maryland
$296K +$296K +7,787 New
MA
71
Mutual Advisors
Nebraska
$280K -$51.8K -1,375 -16%
SFSG
72
Sound Financial Strategies Group
Mississippi
$277K +$277K +7,351 New
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$271K +$829 +22 +0.3%
PJSIMP
74
P.J. Schmidt Investment Management (PJS)
Wisconsin
$254K +$254K +6,824 New
CFGS
75
Concourse Financial Group Securities
Alabama
$222K -$3.16K -84 -1%
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