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iShares MSCI Intl Momentum Factor ETF
IMTM

206 hedge funds and large institutions have $2.99B invested in iShares MSCI Intl Momentum Factor ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

22% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 60

7% more funds holding

Funds holding: 192 → 206 (+14)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

15% less capital invested

Capital invested by funds: $3.54B → $2.99B (-$549M)

26.38% less ownership

Funds ownership: 115.99% → 89.61% (-26%)

Holders
206
Holders Change
+14
Holders Change %
+7.29%
% of All Funds
2.7%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
40
Increased
73
Reduced
60
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$50.7M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$37.5M
3
Charles Schwab
Charles Schwab
California
+$35.7M
4
OPAM
Ocean Park Asset Management
California
+$27.1M
5
Bank of America
Bank of America
North Carolina
+$12.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$845M
2
Victory Capital Management
Victory Capital Management
Texas
-$55.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.49M
4
SPIA
Steward Partners Investment Advisory
New York
-$8.63M
5
VT
Vise Technologies
New York
-$5.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
51
Tacita Capital
Ontario, Canada
$5.25M +$56.7K +1,225 +1%
VW
52
Veridan Wealth
Oregon
$5.14M +$4.96M +107,309 New
AI
53
Atria Investments
North Carolina
$5.08M +$186K +4,019 +4%
OAM
54
Occidental Asset Management
California
$4.41M +$13.6K +294 +0.3%
NMG
55
New Millennium Group
Utah
$4.31M +$4.16M +89,932 New
ICP
56
Impact Capital Partners
Colorado
$4.15M +$58.4K +1,263 +1%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$4.06M -$5.62M -121,483 -59%
FWP
58
FAS Wealth Partners
Kansas
$3.99M -$45.3K -980 -1%
UA
59
Unison Advisors
District of Columbia
$3.96M -$274K -5,923 -7%
VT
60
Vise Technologies
New York
$3.9M -$5.74M -124,045 -60%
1WM
61
1900 Wealth Management
Texas
$3.84M -$164K -3,552 -4%
RF
62
RHS Financial
California
$3.52M +$466K +10,072 +16%
JP Morgan Chase
63
JP Morgan Chase
New York
$3.42M -$641K -13,860 -16%
NAM
64
NorthCrest Asset Manangement
Minnesota
$3.29M +$222K +4,794 +7%
CM
65
Columbus Macro
Pennsylvania
$3.19M -$28.6K -619 -0.9%
Betterment LLC
66
Betterment LLC
New York
$3.07M +$37.6K +813 +1%
SRC
67
Shufro Rose & Co
New York
$3.03M -$27.2K -587 -0.8%
ATPW
68
Ashton Thomas Private Wealth
Arizona
$2.99M +$2.88M +62,354 New
SWA
69
Stratos Wealth Advisors
Ohio
$2.86M +$200K +4,331 +8%
MWM
70
MorganRosel Wealth Management
Colorado
$2.7M +$48.3K +1,044 +2%
SEIA
71
Signature Estate & Investment Advisors
California
$2.68M +$495K +10,700 +24%
FEG
72
Financial Enhancement Group
Indiana
$2.53M -$100K -2,166 -4%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$2.49M -$1.48M -32,062 -38%
VFPW
74
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.48M +$157K +3,399 +7%
DWM
75
Dopkins Wealth Management
New York
$2.32M -$192K -4,147 -8%
1 2
3
4 5

IMTM Hedge Fund Activity: Q3 2025 in Review

206 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q3 2025, worth a combined $2.99B — down 15% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IMTM positions and 20 closed out — a net gain of 20 holders — while 73 added to existing stakes and 60 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $50.7M. The largest seller was Envestnet Asset Management, cutting an estimated $845M.

  • 206 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q3 2025, up from 192 in Q2 2025.
  • Funds reported $2.99B of iShares MSCI Intl Momentum Factor ETF stock for Q3 2025, down 15% quarter-over-quarter.
  • 40 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q3 2025 and 20 closed out, a net change of +20 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $50.7M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $845M sold.

Based on aggregated 13F filings for Q3 2025.