We are live on ! Find out more
IMTM icon

iShares MSCI Intl Momentum Factor ETF
IMTM

115 hedge funds and large institutions have $2.06B invested in iShares MSCI Intl Momentum Factor ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

16% more capital invested

Capital invested by funds: $1.77B → $2.06B (+$291M)

12% more funds holding

Funds holding: 103 → 115 (+12)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

3.81% more ownership

Funds ownership: 120.88% → 124.69% (+3.8%)

12% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 41

Holders
115
Holders Change
+12
Holders Change %
+11.65%
% of All Funds
1.68%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
21
Increased
36
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$27.3M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$22.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20.9M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$14M
5
Jane Street
Jane Street
New York
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.8M
2
BlackRock
BlackRock
New York
-$2.35M
3
1WM
1900 Wealth Management
Texas
-$2.11M
4
MWP
Meredith Wealth Planning
Illinois
-$2.03M
5
ACA
Atlas Capital Advisors
Wyoming
-$506K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.08M -$3.8M -116,999 -79%
MML Investors Services
52
MML Investors Services
Massachusetts
$1.03M +$17K +523 +2%
SAM
53
Smartleaf Asset Management
Massachusetts
$997K +$947K +29,110 New
PAG
54
Private Advisor Group
New Jersey
$965K +$1.17K +36 +0.1%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$932K +$884K +27,193 New
PFA
56
Professional Financial Advisors
Nebraska
$930K +$15.8K +485 +2%
DWM
57
Dopkins Wealth Management
New York
$844K +$195 +6 +0%
ACA
58
Ackerman Capital Advisors
Texas
$789K -$168K -5,165 -18%
GJIA
59
Glass Jacobson Investment Advisors
Maryland
$770K -$78.8K -2,425 -10%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$750K +$8.23K +253 +1%
IWC
61
Integrated Wealth Concepts
Massachusetts
$706K – – –
CG
62
Caprock Group
Idaho
$692K -$9.17K -282 -1%
Brown Advisory
63
Brown Advisory
Maryland
$688K – – –
SS
64
Simplicity Solutions
Minnesota
$569K -$29.2K -898 -5%
HighTower Advisors
65
HighTower Advisors
Illinois
$539K – – –
AWE
66
Avidian Wealth Enterprises
Texas
$513K -$134K -4,131 -22%
NS
67
NBC Securities
Alabama
$493K -$19.3K -595 -4%
AA
68
Advisory Alpha
Michigan
$446K – – –
BIA
69
Bell Investment Advisors
California
$434K +$9.43K +290 +2%
RF
70
RHS Financial
California
$424K -$43.2K -1,329 -10%
WC
71
Waterloo Capital
Texas
$416K +$2.31K +71 +0.6%
CA
72
Cetera Advisors
Colorado
$355K +$336K +10,348 New
Cerity Partners
73
Cerity Partners
New York
$350K +$332K +10,214 New
PCIA
74
Prime Capital Investment Advisors
Kansas
$343K +$325K +9,993 New
RJFSA
75
Raymond James Financial Services Advisors
Florida
$342K -$157K -4,823 -33%
1 2
3
4 5

IMTM Hedge Fund Activity: Q4 2023 in Review

115 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q4 2023, worth a combined $2.06B — up 16% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IMTM positions and 8 closed out — a net gain of 13 holders — while 36 added to existing stakes and 41 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $27.3M. The largest seller was Susquehanna International Group, cutting an estimated $3.8M.

  • 115 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q4 2023, up from 103 in Q3 2023.
  • Funds reported $2.06B of iShares MSCI Intl Momentum Factor ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 21 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q4 2023 and 8 closed out, a net change of +13 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q4 2023 was Wealth Enhancement Advisory Services, an estimated $27.3M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q4 2023 was Susquehanna International Group, an estimated $3.8M sold.

Based on aggregated 13F filings for Q4 2023.