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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

109 hedge funds and large institutions have $1.73B invested in iShares MSCI Intl Momentum Factor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
109
Holders Change
+9
Holders Change %
+9%
% of All Funds
1.72%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
13
Increased
45
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$429M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$441M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$435M
4
Jane Street
4
Jane Street
New York
$8.58M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$14.2M

Top Sellers

1
PFA
1
Professional Financial Advisors
Nebraska
$912K
2
1WM
2
1900 Wealth Management
Texas
$13.3M
3
MWP
3
Meredith Wealth Planning
Illinois
$9.3M
4
LWM
4
Lodestone Wealth Management
Washington
$535K
5
RJA
5
Raymond James & Associates
Florida
$9.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
51
Professional Financial Advisors
Nebraska
$912K 27,484 -33,023 -55%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$887K 26,708 +26,708 New
DWM
53
Dopkins Wealth Management
New York
$796K 23,967 +9,590 +67%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$737K 22,196 -3,211 -13%
IWC
55
Integrated Wealth Concepts
Massachusetts
$683K 20,582 – –
CG
56
Caprock Group
Idaho
$680K 20,486 -18 -0.1%
GJIA
57
Glass Jacobson Investment Advisors
Maryland
$668K 20,109 +20,109 New
Brown Advisory
58
Brown Advisory
Maryland
$666K 20,074 – –
AWE
59
Avidian Wealth Enterprises
Texas
$655K 19,736 -743 -4%
LWM
60
Lodestone Wealth Management
Washington
$535K 16,112 -12,697 -44%
HighTower Advisors
61
HighTower Advisors
Illinois
$521K 15,686 -705 -4%
SS
62
Simplicity Solutions
Minnesota
$503K 15,139 +15,139 New
ELI
63
Empire Life Investments
Ontario, Canada
$483K 14,560 +100 +0.7%
RF
64
RHS Financial
California
$416K 12,532 +275 +2%
BIA
65
Bell Investment Advisors
California
$395K 11,911 +5,970 +100%
WC
66
Waterloo Capital
Texas
$384K 11,562 -45 -0.4%
LSA
67
Lansing Street Advisors
Pennsylvania
$349K 10,500 +128 +1%
GPA
68
Guerra Pan Advisors
New Jersey
$314K 9,464 – –
NAM
69
NorthCrest Asset Manangement
Minnesota
$298K 8,989 +8,989 New
SB
70
Strategic Blueprint
Georgia
$284K 8,560 – –
AL
71
ADE LLC
Maryland
$273K 8,216 -300 -4%
PCMC
72
Private Capital Management (Colorado)
Colorado
$262K 7,881 +11 +0.1%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$260K 7,827 +426 +6%
GP
74
Girard Partners
Pennsylvania
$259K 7,801 +9 +0.1%
PVI
75
Pine Valley Investments
New Jersey
$250K 7,522 +705 +10%
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