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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

154 hedge funds and large institutions have $2.69B invested in iShares MSCI Intl Momentum Factor ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 14 closing their positions.

Holders
154
Holders Change
+15
Holders Change %
+10.79%
% of All Funds
2.24%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
31
Increased
58
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$701M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$702M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$692M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$27M
5
KWM
5
Kingsview Wealth Management
Oregon
$2.87M

Top Sellers

1
KFAA
1
Klaas Financial Asset Advisors
Illinois
$10.7M
2
OMC
2
Old Mission Capital
Illinois
$1.31M
3
RJA
3
Raymond James & Associates
Florida
$13.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.16M
5
ACA
5
Atlas Capital Advisors
Wyoming
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
51
Betterment LLC
New York
$1.94M +$136K +3,503 +8%
PAG
52
Private Advisor Group
New Jersey
$1.9M -$391K -10,112 -17%
MWM
53
MorganRosel Wealth Management
Colorado
$1.84M +$70.2K +1,814 +4%
WIA
54
World Investment Advisors
California
$1.78M +$635K +16,405 +55%
BWM
55
Brickley Wealth Management
California
$1.63M – – –
SEP
56
Southland Equity Partners
Missouri
$1.57M -$23.7K -613 -1%
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$1.51M +$23.8K +615 +2%
GCA
58
Greenwood Capital Associates
South Carolina
$1.48M -$166K -4,291 -10%
GOCP
59
Great Oak Capital Partners
Massachusetts
$1.45M -$2.24M -60,412 -61%
FFL
60
Financial Freedom LLC
Ohio
$1.45M +$1.45M +37,428 New
Truist Financial
61
Truist Financial
North Carolina
$1.39M +$1.39M +35,963 New
AI
62
Atria Investments
North Carolina
$1.32M +$1.32M +34,240 New
OMC
63
Old Mission Capital
Illinois
$1.31M -$4.07M -105,185 -76%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$1.26M -$135K -3,501 -10%
RF
65
RHS Financial
California
$1.17M +$286K +7,398 +32%
GSC
66
G&S Capital
Colorado
$1.06M +$1.06M +26,292 New
FPAS
67
Focus Partners Advisor Solutions
Missouri
$1.03M +$3.83K +99 +0.4%
DWM
68
Dopkins Wealth Management
New York
$1.03M +$16.1K +415 +2%
PFA
69
Professional Financial Advisors
Nebraska
$1.02M +$36.1K +934 +4%
GJIA
70
Glass Jacobson Investment Advisors
Maryland
$986K +$46.9K +1,211 +5%
FPGK
71
Financial Partners Group (Kansas)
Kansas
$908K +$409K +10,576 +82%
AWM
72
Ariadne Wealth Management
California
$905K +$905K +23,386 New
NAM
73
NorthCrest Asset Manangement
Minnesota
$786K +$210K +5,437 +37%
Brown Advisory
74
Brown Advisory
Maryland
$777K – – –
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$765K +$765K +19,772 New
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