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iShares MSCI Intl Momentum Factor ETF
IMTM

107 hedge funds and large institutions have $988M invested in iShares MSCI Intl Momentum Factor ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

184% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 19

14% more funds holding

Funds holding: 94 → 107 (+13)

12% more capital invested

Capital invested by funds: $882M → $988M (+$106M)

2.66% more ownership

Funds ownership: 106.11% → 108.76% (+2.7%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
107
Holders Change
+13
Holders Change %
+13.83%
% of All Funds
1.65%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
20
Increased
54
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$37.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.7M
3
Jane Street
Jane Street
New York
+$7.28M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.54M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.78M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$7.77M
2
LPL Financial
LPL Financial
California
-$4.51M
3
BlackRock
BlackRock
New York
-$3.52M
4
SAM
Stringer Asset Management
Tennessee
-$1.9M
5
PAG
Private Advisor Group
New Jersey
-$880K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
76
Mission Financial Group
Nevada
$330K +$269K +6,885 New
QCM
77
Quest Capital Management
Texas
$325K +$333K +8,537 New
HH
78
Hilltop Holdings
Texas
$312K +$8.39K +215 +3%
HSA
79
HBK Sorce Advisory
Pennsylvania
$273K +$24.4K +625 +10%
LA
80
LexAurum Advisors
Kansas
$241K -$507 -13 -0.2%
BIA
81
Bell Investment Advisors
California
$234K +$10.5K +268 +5%
WDL
82
Well Done LLC
Michigan
$233K – – –
VAS
83
Vestmark Advisory Solutions
Massachusetts
$215K -$742 -19 -0.3%
RF
84
RHS Financial
California
$206K +$211K +5,415 New
CFGS
85
Concourse Financial Group Securities
Alabama
$182K -$14.7K -377 -7%
MAM
86
Meeder Asset Management
Ohio
$164K – – –
GWM
87
Geneos Wealth Management
Colorado
$127K – – –
Wells Fargo
88
Wells Fargo
California
$96K +$98.7K +2,529 +252,900%
M
89
MOTCO
Texas
$73K +$75.1K +1,923 New
PFBT
90
Parkside Financial Bank & Trust
Missouri
$65K – – –
ST
91
Smithfield Trust
Pennsylvania
$46K – – –
NFG
92
Next Financial Group
Texas
$29K +$3.94K +101 +15%
CWC
93
Carolinas Wealth Consulting
North Carolina
$25K +$25.3K +649 New
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$16K – – –
AF
95
Advisornet Financial
Minnesota
$8K +$234 +6 +3%
RFA
96
Reilly Financial Advisors
California
$8K +$7.73K +198 New
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$8K +$8.63K +221 New
HS
98
Horan Securities
United States
$6K +$6.17K +158 New
AF
99
Allworth Financial
California
$4K – – –
US Bancorp
100
US Bancorp
Minnesota
$3K – – –
1 2 3
4
5

IMTM Hedge Fund Activity: Q4 2021 in Review

107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q4 2021, worth a combined $988M — up 12% from $882M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IMTM positions and 5 closed out — a net gain of 15 holders — while 54 added to existing stakes and 19 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $37.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.77M sold.

  • 107 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q4 2021, up from 94 in Q3 2021.
  • Funds reported $988M of iShares MSCI Intl Momentum Factor ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 20 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q4 2021 and 5 closed out, a net change of +15 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q4 2021 was Mercer Global Advisors, an estimated $37.7M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q4 2021 was Citadel Advisors, an estimated $7.77M sold.

Based on aggregated 13F filings for Q4 2021.