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iShares MSCI Intl Momentum Factor ETF
IMTM

168 hedge funds and large institutions have $2.9B invested in iShares MSCI Intl Momentum Factor ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 46 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

30% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 46

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

5% more capital invested

Capital invested by funds: $2.75B → $2.9B (+$142M)

2% more funds holding

Funds holding: 164 → 168 (+4)

2.2% less ownership

Funds ownership: 120.86% → 118.66% (-2.2%)

Holders
168
Holders Change
+4
Holders Change %
+2.44%
% of All Funds
2.25%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
27
Increased
60
Reduced
46
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$73M
2
RWM
Ritholtz Wealth Management
New York
+$11.5M
3
GVAG
Great Valley Advisor Group
Delaware
+$9.65M
4
Ameriprise
Ameriprise
Minnesota
+$6.21M
5
VWM
Venturi Wealth Management
Texas
+$6.14M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$80.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$62.2M
3
EH
Equitable Holdings
New York
-$11.8M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.88M
5
AC
Apella Capital
Connecticut
-$4.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
RF
51
RHS Financial
California
$2.6M +$170K +4,292 +7%
Betterment LLC
52
Betterment LLC
New York
$2.52M +$547K +13,829 +28%
NAM
53
NorthCrest Asset Manangement
Minnesota
$2.46M +$998K +25,228 +69%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$2.42M -$34.8K -880 -1%
FEG
55
Financial Enhancement Group
Indiana
$2.27M +$2.19M +55,426 New
MWM
56
MorganRosel Wealth Management
Colorado
$2.2M +$99.9K +2,524 +5%
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$2.13M +$2.11M +53,317 New
JP Morgan Chase
58
JP Morgan Chase
New York
$2.13M -$4.88M -123,322 -70%
DWM
59
Dopkins Wealth Management
New York
$2.1M +$423K +10,689 +26%
FPAS
60
Focus Partners Advisor Solutions
Missouri
$2.1M +$423K +10,689 +26%
VFPW
61
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.06M +$876K +22,136 +75%
FTS
62
Fifth Third Securities
Ohio
$1.97M +$1.61M +40,675 +475%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$1.93M +$384K +9,717 +25%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$1.93M +$105K +2,643 +6%
MML Investors Services
65
MML Investors Services
Massachusetts
$1.91M -$87.2K -2,205 -4%
EH
66
Equitable Holdings
New York
$1.74M -$11.8M -297,921 -87%
BWM
67
Brickley Wealth Management
California
$1.62M – – –
SEP
68
Southland Equity Partners
Missouri
$1.53M -$3.28K -83 -0.2%
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$1.29M -$1.39M -35,011 -52%
AWM
70
Ariadne Wealth Management
California
$1.25M – – –
VR
71
Valued Retirements
Texas
$1.23M +$293K +7,414 +32%
Raymond James Financial
72
Raymond James Financial
Florida
$1.23M +$182K +4,603 +18%
FPGK
73
Financial Partners Group (Kansas)
Kansas
$1.14M +$409K +10,342 +57%
SWA
74
Stratos Wealth Advisors
Ohio
$1.12M +$555K +14,034 +100%
ELI
75
Empire Life Investments
Ontario, Canada
$1.11M -$7.91K -200 -0.7%
1 2
3
4 5

IMTM Hedge Fund Activity: Q1 2025 in Review

168 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q1 2025, worth a combined $2.9B — up 5.2% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IMTM positions and 19 closed out — a net gain of 8 holders — while 60 added to existing stakes and 46 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $73M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $80.6M.

  • 168 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q1 2025, up from 164 in Q4 2024.
  • Funds reported $2.9B of iShares MSCI Intl Momentum Factor ETF stock for Q1 2025, up 5.2% quarter-over-quarter.
  • 27 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q1 2025 and 19 closed out, a net change of +8 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q1 2025 was Mercer Global Advisors, an estimated $73M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $80.6M sold.

Based on aggregated 13F filings for Q1 2025.