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iShares MSCI Intl Momentum Factor ETF
IMTM

103 hedge funds and large institutions have $956M invested in iShares MSCI Intl Momentum Factor ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 28

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

10.5% more ownership

Funds ownership: 111.51% → 122.01% (+11%)

7% more capital invested

Capital invested by funds: $891M → $956M (+$64.9M)

4% more funds holding

Funds holding: 99 → 103 (+4)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.74%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
16
Increased
41
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$103M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$103M
3
BlackRock
BlackRock
New York
+$4.77M
4
AC
Apella Capital
Connecticut
+$3.98M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.89M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.75M
2
LB
Leo Brokerage
Texas
-$4.29M
3
Ameriprise
Ameriprise
Minnesota
-$2.09M
4
1WM
1900 Wealth Management
Texas
-$1.54M
5
UBS Group
UBS Group
Switzerland
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$1.02M +$20.5K +634 +2%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$988K +$541K +16,685 +100%
ELI
53
Empire Life Investments
Ontario, Canada
$944K -$671K -20,700 -40%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$911K +$987K +30,467 New
CG
55
Colony Group
Massachusetts
$825K – – –
Betterment LLC
56
Betterment LLC
New York
$803K +$112K +3,461 +15%
BAM
57
Belpointe Asset Management
Nevada
$762K +$182K +5,615 +28%
BOPW
58
Brandywine Oak Private Wealth
Pennsylvania
$756K – – –
Brown Advisory
59
Brown Advisory
Maryland
$610K – – –
HighTower Advisors
60
HighTower Advisors
Illinois
$498K +$28.3K +872 +6%
SHWM
61
Silicon Hills Wealth Management
Texas
$476K -$180K -5,555 -26%
AWE
62
Avidian Wealth Enterprises
Texas
$469K +$313K +9,662 +161%
MWM
63
MorganRosel Wealth Management
Colorado
$431K +$227K +7,000 +95%
AWA
64
Amplius Wealth Advisors
Pennsylvania
$382K +$414K +12,766 New
UB
65
UMB Bank
Missouri
$381K – – –
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$378K +$410K +12,635 New
FTUS
67
Flow Traders U.S.
New York
$377K +$408K +12,586 New
LNC
68
Lincoln National Corp
Pennsylvania
$371K +$402K +12,402 New
AL
69
ADE LLC
Maryland
$352K -$77.3K -2,386 -17%
RF
70
RHS Financial
California
$328K +$152K +4,694 +75%
SSW
71
Stone Summit Wealth
Florida
$312K +$2.82K +87 +0.8%
LSA
72
Lansing Street Advisors
Pennsylvania
$310K +$3.05K +94 +0.9%
TAIM
73
TD Ameritrade Investment Management
Nebraska
$299K -$171K -5,269 -35%
GPA
74
Guerra Pan Advisors
New Jersey
$292K – – –
WCG
75
Weaver Consulting Group
California
$263K – – –
1 2
3
4 5

IMTM Hedge Fund Activity: Q2 2022 in Review

103 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q2 2022, worth a combined $956M — up 7.3% from $891M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IMTM positions and 11 closed out — a net gain of 5 holders — while 41 added to existing stakes and 28 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $4.75M.

  • 103 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q2 2022, up from 99 in Q1 2022.
  • Funds reported $956M of iShares MSCI Intl Momentum Factor ETF stock for Q2 2022, up 7.3% quarter-over-quarter.
  • 16 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q2 2022 and 11 closed out, a net change of +5 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q2 2022 was Mercer Global Advisors, an estimated $103M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q2 2022 was Fidelity Investments, an estimated $4.75M sold.

Based on aggregated 13F filings for Q2 2022.