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iShares MSCI Intl Momentum Factor ETF
IMTM

139 hedge funds and large institutions have $2.59B invested in iShares MSCI Intl Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 5

61% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 33

26% more capital invested

Capital invested by funds: $2.06B → $2.59B (+$533M)

21% more funds holding

Funds holding: 115 → 139 (+24)

3.97% more ownership

Funds ownership: 124.69% → 128.66% (+4%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
139
Holders Change
+24
Holders Change %
+20.87%
% of All Funds
2%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
32
Increased
53
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$95.1M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$76M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$33M
4
SWM
Segment Wealth Management
Texas
+$9.64M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.56M

Top Sellers

1
Jane Street
Jane Street
New York
-$9.56M
2
Morgan Stanley
Morgan Stanley
New York
-$7.75M
3
1WM
1900 Wealth Management
Texas
-$3.72M
4
GOCP
Great Oak Capital Partners
Massachusetts
-$1.82M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
MorganRosel Wealth Management
Colorado
$1.8M -$277K -7,582 -14%
GCA
52
Greenwood Capital Associates
South Carolina
$1.67M +$1.55M +42,504 New
BWM
53
Brickley Wealth Management
California
$1.66M – – –
SEP
54
Southland Equity Partners
Missouri
$1.62M -$15.6K -429 -1%
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$1.48M +$1.4M +38,285 New
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$1.42M -$86.3K -2,365 -6%
WIA
57
World Investment Advisors
California
$1.17M +$1.08M +29,709 New
FPAS
58
Focus Partners Advisor Solutions
Missouri
$1.04M +$970K +26,581 New
DWM
59
Dopkins Wealth Management
New York
$1.03M +$60.8K +1,666 +7%
PFA
60
Professional Financial Advisors
Nebraska
$1M -$58.6K -1,607 -6%
GJIA
61
Glass Jacobson Investment Advisors
Maryland
$952K +$65.9K +1,808 +8%
WC
62
Waterloo Capital
Texas
$919K +$412K +11,303 +93%
RF
63
RHS Financial
California
$893K +$379K +10,393 +84%
ACA
64
Ackerman Capital Advisors
Texas
$893K -$8.83K -242 -1%
CA
65
Cetera Advisors
Colorado
$828K +$392K +10,754 +104%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$824K -$31.4K -862 -4%
CG
67
Caprock Group
Idaho
$793K +$1.39K +38 +0.2%
Brown Advisory
68
Brown Advisory
Maryland
$788K – – –
NS
69
NBC Securities
Alabama
$719K +$135K +3,704 +26%
SW
70
Simplicity Wealth
New Jersey
$642K +$597K +16,363 New
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$635K -$555K -15,212 -48%
NAM
72
NorthCrest Asset Manangement
Minnesota
$583K +$286K +7,837 +111%
Cerity Partners
73
Cerity Partners
New York
$551K +$140K +3,827 +37%
PAS
74
Park Avenue Securities
New York
$549K +$510K +13,989 New
AA
75
Advisory Alpha
Michigan
$510K – – –
1 2
3
4 5

IMTM Hedge Fund Activity: Q1 2024 in Review

139 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q1 2024, worth a combined $2.59B — up 26% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IMTM positions and 5 closed out — a net gain of 27 holders — while 53 added to existing stakes and 33 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $95.1M. The largest seller was Jane Street, cutting an estimated $9.56M.

  • 139 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q1 2024, up from 115 in Q4 2023.
  • Funds reported $2.59B of iShares MSCI Intl Momentum Factor ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 32 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q1 2024 and 5 closed out, a net change of +27 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $95.1M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q1 2024 was Jane Street, an estimated $9.56M sold.

Based on aggregated 13F filings for Q1 2024.