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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

102 hedge funds and large institutions have $1.12B invested in iShares MSCI Intl Momentum Factor ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
1.65%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
19
Increased
39
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$363M
2
Jane Street
Jane Street
New York
$33.9M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$366M
4
RJA
Raymond James & Associates
Florida
$6.24M
5
BlackRock
BlackRock
New York
$33.2M

Top Sellers

1
AP
Atwood & Palmer
Missouri
$11.3M
2
IDA
Intelligence Driven Advisers
California
$213K
3
Mariner
Mariner
Kansas
$5.77M
4
RWM
Ritholtz Wealth Management
New York
$22M
5
UBS Group
UBS Group
Switzerland
$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
51
Old Mission Capital
Illinois
$796K -$337K -10,916 -30%
BAM
52
Belpointe Asset Management
Nevada
$755K -$29.2K -947 -4%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$748K -$1.85M -59,996 -71%
MWM
54
MorganRosel Wealth Management
Colorado
$654K +$103K +3,342 +19%
PAG
55
Private Advisor Group
New Jersey
$650K +$650K +21,076 New
RF
56
RHS Financial
California
$620K +$244K +7,922 +65%
Brown Advisory
57
Brown Advisory
Maryland
$619K – – –
IWC
58
Integrated Wealth Concepts
Massachusetts
$605K +$605K +19,639 New
SAS
59
Sanford Advisory Services
Michigan
$589K +$589K +19,102 New
OFG
60
OmniStar Financial Group
North Carolina
$555K -$68.3K -2,216 -11%
SHWM
61
Silicon Hills Wealth Management
Texas
$497K +$308 +10 +0.1%
AWE
62
Avidian Wealth Enterprises
Texas
$493K +$10.2K +330 +2%
SRC
63
Shufro Rose & Co
New York
$490K +$92.8K +3,011 +23%
HighTower Advisors
64
HighTower Advisors
Illinois
$483K -$770 -25 -0.2%
DWM
65
Dopkins Wealth Management
New York
$472K +$472K +15,320 New
GJIA
66
Glass Jacobson Investment Advisors
Maryland
$460K +$460K +14,921 New
M&T Bank
67
M&T Bank
New York
$399K +$27.1K +878 +7%
AA
68
Alesco Advisors
New York
$365K +$365K +11,825 New
LSA
69
Lansing Street Advisors
Pennsylvania
$296K +$4.1K +133 +1%
GPA
70
Guerra Pan Advisors
New Jersey
$292K – – –
CG
71
Caprock Group
Idaho
$277K +$18.1K +588 +7%
WCG
72
Weaver Consulting Group
California
$266K -$4.78K -155 -2%
AL
73
ADE LLC
Maryland
$263K -$176K -5,706 -40%
SWM
74
Seed Wealth Management
Illinois
$228K +$228K +7,400 New
GP
75
Girard Partners
Pennsylvania
$215K +$215K +6,963 New
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