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iShares MSCI Intl Momentum Factor ETF

151 hedge funds and large institutions have $2.84B invested in iShares MSCI Intl Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 46

6% more capital invested

Capital invested by funds: $2.69B → $2.84B (+$151M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1.01% less ownership

Funds ownership: 124.5%123.49% (-1%)

2% less funds holding

Funds holding: 154151 (-3)

Holders
151
Holders Change
-3
Holders Change %
-1.95%
% of All Funds
2.17%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
61
Reduced
46
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$1.82M -$2.6M -66,589 -60%
BWM
52
Brickley Wealth Management
California
$1.64M -$64K -1,636 -4%
SEP
53
Southland Equity Partners
Missouri
$1.57M -$75.1K -1,921 -5%
GVAG
54
Great Valley Advisor Group
Delaware
$1.54M +$1.49M +38,101 New
Truist Financial
55
Truist Financial
North Carolina
$1.51M +$59.9K +1,532 +4%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$1.43M -$7.88M -201,488 -85%
GCA
57
Greenwood Capital Associates
South Carolina
$1.42M -$115K -2,930 -8%
FPAS
58
Focus Partners Advisor Solutions
Missouri
$1.41M +$323K +8,252 +31%
SW
59
Simplicity Wealth
New Jersey
$1.38M +$652K +16,665 +95%
FPGK
60
Financial Partners Group (Kansas)
Kansas
$1.17M +$212K +5,414 +23%
PFA
61
Professional Financial Advisors
Nebraska
$1.1M +$27.9K +713 +3%
GOCP
62
Great Oak Capital Partners
Massachusetts
$1.1M -$454K -11,611 -30%
GJIA
63
Glass Jacobson Investment Advisors
Maryland
$1.04M +$13.1K +335 +1%
GSC
64
G&S Capital
Colorado
$998K -$61.5K -1,574 -6%
NAM
65
NorthCrest Asset Manangement
Minnesota
$983K +$158K +4,031 +20%
VT
66
Vise Technologies
New York
$929K +$143K +3,660 +19%
VR
67
Valued Retirements
Texas
$904K +$441K +11,282 +102%
ELI
68
Empire Life Investments
Ontario, Canada
$880K +$680K +17,400 +395%
AWM
69
Ariadne Wealth Management
California
$878K -$40.7K -1,040 -4%
VFPW
70
Vantage Financial Partners (Wisconsin)
Wisconsin
$862K +$352K +9,011 +73%
AWA
71
Archvest Wealth Advisors
California
$818K +$792K +20,253 New
Brown Advisory
72
Brown Advisory
Maryland
$811K
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$797K +$449K +11,491 +139%
SWA
74
Stratos Wealth Advisors
Ohio
$789K +$498K +12,739 +187%
DWM
75
Dopkins Wealth Management
New York
$783K -$285K -7,285 -27%

IMTM Hedge Fund Activity: Q3 2024 in Review

151 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q3 2024, worth a combined $2.84B — up 5.6% from $2.69B a quarter earlier.

Fund positioning in IMTM was balanced in Q3 2024: 19 funds opened new positions, 19 closed out, 61 added to existing stakes and 46 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $50.3M. The largest seller was JP Morgan Chase, cutting an estimated $26.8M.

  • 151 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q3 2024, down from 154 in Q2 2024.
  • Funds reported $2.84B of iShares MSCI Intl Momentum Factor ETF stock for Q3 2024, up 5.6% quarter-over-quarter.
  • 19 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q3 2024 and 19 closed out, a net change of 0 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q3 2024 was Mercer Global Advisors, an estimated $50.3M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q3 2024 was JP Morgan Chase, an estimated $26.8M sold.

Based on aggregated 13F filings for Q3 2024.