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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

103 hedge funds and large institutions have $1.77B invested in iShares MSCI Intl Momentum Factor ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 15 closing their positions.

Holders
103
Holders Change
-6
Holders Change %
-5.5%
% of All Funds
1.64%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
10
Increased
46
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$485M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$449M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$440M
4
FCT
4
Family Capital Trust
Massachusetts
$7.89M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.67M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$0
3
1WM
3
1900 Wealth Management
Texas
$8.71M
4
RJA
4
Raymond James & Associates
Florida
$7.71M
5
ACA
5
Atlas Capital Advisors
Wyoming
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$680K 21,606 -590 -3%
IWC
52
Integrated Wealth Concepts
Massachusetts
$648K 20,582 – –
CG
53
Caprock Group
Idaho
$644K 20,453 -33 -0.2%
Brown Advisory
54
Brown Advisory
Maryland
$632K 20,074 – –
AWE
55
Avidian Wealth Enterprises
Texas
$601K 19,082 -654 -3%
SS
56
Simplicity Solutions
Minnesota
$551K 17,497 +2,358 +16%
SFG
57
Steward Financial Group
Texas
$526K 16,716 +16,716 New
HighTower Advisors
58
HighTower Advisors
Illinois
$493K 15,686 – –
NS
59
NBC Securities
Alabama
$471K 14,977 +14,977 New
RJFSA
60
Raymond James Financial Services Advisors
Florida
$466K 14,796 +8,691 +142%
RF
61
RHS Financial
California
$431K 13,703 +1,171 +9%
AA
62
Advisory Alpha
Michigan
$409K 13,003 +13,003 New
BIA
63
Bell Investment Advisors
California
$390K 12,377 +466 +4%
WC
64
Waterloo Capital
Texas
$380K 12,063 +501 +4%
LWM
65
Lodestone Wealth Management
Washington
$344K 10,934 -5,178 -32%
SB
66
Strategic Blueprint
Georgia
$334K 10,596 +2,036 +24%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$318K 10,093 -18,164 -64%
GPA
68
Guerra Pan Advisors
New Jersey
$293K 9,314 -150 -2%
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$259K 8,228 +2,890 +54%
AL
70
ADE LLC
Maryland
$259K 8,216 – –
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$255K 8,099 +3,206 +66%
NAM
72
NorthCrest Asset Manangement
Minnesota
$247K 7,837 -1,152 -13%
PCMC
73
Private Capital Management (Colorado)
Colorado
$244K 7,755 -126 -2%
PVI
74
Pine Valley Investments
New Jersey
$242K 7,673 +151 +2%
Comerica Bank
75
Comerica Bank
Texas
$240K 7,637 +7,637 New
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