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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

97 hedge funds and large institutions have $926M invested in iShares MSCI Intl Momentum Factor ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-6
Holders Change %
-5.83%
% of All Funds
1.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
7
Increased
38
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$292M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$301M
3
Jane Street
3
Jane Street
New York
$7.84M
4
UBS Group
4
UBS Group
Switzerland
$10.1M
5
RWM
5
Ritholtz Wealth Management
New York
$21.2M

Top Sellers

1
SWM
1
Segment Wealth Management
Texas
$385K
2
RJA
2
Raymond James & Associates
Florida
$0
3
KCM
3
Kathmere Capital Management
Pennsylvania
$7.52M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$128K
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
51
Colony Group
Massachusetts
$740K – – –
SC
52
Sepio Capital
Utah
$698K -$884K -32,911 -56%
BAM
53
Belpointe Asset Management
Nevada
$684K -$807 -30 -0.1%
BOPW
54
Brandywine Oak Private Wealth
Pennsylvania
$679K – – –
OFG
55
OmniStar Financial Group
North Carolina
$542K -$895K -33,384 -62%
Brown Advisory
56
Brown Advisory
Maryland
$539K -$7.84K -292 -1%
MWM
57
MorganRosel Wealth Management
Colorado
$480K +$93.5K +3,482 +24%
SHWM
58
Silicon Hills Wealth Management
Texas
$433K +$5.64K +210 +1%
HighTower Advisors
59
HighTower Advisors
Illinois
$423K -$22.8K -847 -5%
AWE
60
Avidian Wealth Enterprises
Texas
$421K +$242 +9 +0.1%
SWM
61
Segment Wealth Management
Texas
$385K -$9.28M -345,744 -96%
AL
62
ADE LLC
Maryland
$382K +$65.8K +2,450 +21%
SRC
63
Shufro Rose & Co
New York
$346K +$122K +4,532 +54%
UB
64
UMB Bank
Missouri
$342K – – –
RF
65
RHS Financial
California
$328K +$33.1K +1,231 +11%
M&T Bank
66
M&T Bank
New York
$324K -$79.4K -2,951 -20%
GPA
67
Guerra Pan Advisors
New Jersey
$260K – – –
LSA
68
Lansing Street Advisors
Pennsylvania
$255K -$24.1K -897 -9%
WCG
69
Weaver Consulting Group
California
$236K – – –
CG
70
Caprock Group
Idaho
$225K +$225K +8,387 New
BIA
71
Bell Investment Advisors
California
$165K -$3.66K -136 -2%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$128K -$2.46M -91,590 -95%
SFSG
73
Sound Financial Strategies Group
Mississippi
$99K +$7.15K +267 +8%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$96K -$50.3K -1,876 -34%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$91K -$724K -27,064 -89%
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