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iShares MSCI Intl Momentum Factor ETF
IMTM

100 hedge funds and large institutions have $831M invested in iShares MSCI Intl Momentum Factor ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 24

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

8% more capital invested

Capital invested by funds: $767M → $831M (+$63.8M)

1% more funds holding

Funds holding: 99 → 100 (+1)

4.05% less ownership

Funds ownership: 108.9% → 104.85% (-4.1%)

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
1.74%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
11
Increased
53
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$18.3M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.82M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.77M
4
LPL Financial
LPL Financial
California
+$2.96M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.57M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$21.5M
2
USAA
United Services Automobile Association
Texas
-$20.6M
3
1WM
1900 Wealth Management
Texas
-$5.96M
4
MWM
MorganRosel Wealth Management
Colorado
-$3.51M
5
ASN
Advisory Services Network
Georgia
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$1.32M +$252K +6,418 +23%
CCMG
52
Clark Capital Management Group
Pennsylvania
$1.05M +$257K +6,554 +32%
BOPW
53
Brandywine Oak Private Wealth
Pennsylvania
$1.05M – – –
PSUF
54
People's United Financial
Connecticut
$893K +$131K +3,330 +17%
PAG
55
Private Advisor Group
New Jersey
$877K +$9.65K +246 +1%
Brown Advisory
56
Brown Advisory
Maryland
$788K – – –
Jane Street
57
Jane Street
New York
$761K +$395K +10,063 +105%
SS
58
Simplicity Solutions
Minnesota
$683K +$110K +2,804 +19%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$656K +$84.9K +2,164 +15%
BAM
60
Belpointe Asset Management
Nevada
$627K +$14.6K +372 +2%
TWA
61
Tillar-Wenstrup Advisors
Ohio
$551K -$3.84K -98 -0.7%
HighTower Advisors
62
HighTower Advisors
Illinois
$547K +$555K +14,145 New
3LCM
63
3D/L Capital Management
Connecticut
$528K +$62K +1,580 +13%
AL
64
ADE LLC
Maryland
$504K – – –
MML Investors Services
65
MML Investors Services
Massachusetts
$456K +$52.5K +1,338 +13%
Osaic Holdings
66
Osaic Holdings
Arizona
$442K +$312K +7,958 +229%
PJSIMP
67
P.J. Schmidt Investment Management (PJS)
Wisconsin
$417K +$43K +1,095 +11%
AP
68
Advisors Preferred
Maryland
$409K +$415K +10,583 New
FA
69
Fortis Advisors
Pennsylvania
$403K – – –
BPA
70
Beacon Pointe Advisors
California
$391K – – –
RJFSA
71
Raymond James Financial Services Advisors
Florida
$381K +$13K +331 +3%
MA
72
Mutual Advisors
Nebraska
$356K +$9.02K +230 +3%
UA
73
Unison Advisors
District of Columbia
$348K +$353K +8,996 New
SCP
74
Syntal Capital Partners
Texas
$344K – – –
WCG
75
Weaver Consulting Group
California
$344K – – –
1 2
3
4 5

IMTM Hedge Fund Activity: Q2 2021 in Review

100 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q2 2021, worth a combined $831M — up 8.3% from $767M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IMTM positions and 10 closed out — a net gain of 1 holder — while 53 added to existing stakes and 24 trimmed.

The largest buyer was BlackRock, adding an estimated $18.3M. The largest seller was Victory Capital Management, cutting an estimated $21.5M.

  • 100 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q2 2021, up from 99 in Q1 2021.
  • Funds reported $831M of iShares MSCI Intl Momentum Factor ETF stock for Q2 2021, up 8.3% quarter-over-quarter.
  • 11 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q2 2021 and 10 closed out, a net change of +1 holder.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q2 2021 was BlackRock, an estimated $18.3M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q2 2021 was Victory Capital Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2021.