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iShares MSCI Intl Momentum Factor ETF
IMTM

103 hedge funds and large institutions have $956M invested in iShares MSCI Intl Momentum Factor ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 28

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

10.5% more ownership

Funds ownership: 111.51% → 122.01% (+11%)

7% more capital invested

Capital invested by funds: $891M → $956M (+$64.9M)

4% more funds holding

Funds holding: 99 → 103 (+4)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.74%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
16
Increased
41
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$103M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$103M
3
BlackRock
BlackRock
New York
+$4.77M
4
AC
Apella Capital
Connecticut
+$3.98M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.89M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.75M
2
LB
Leo Brokerage
Texas
-$4.29M
3
Ameriprise
Ameriprise
Minnesota
-$2.09M
4
1WM
1900 Wealth Management
Texas
-$1.54M
5
UBS Group
UBS Group
Switzerland
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
76
Shufro Rose & Co
New York
$250K +$47.9K +1,478 +21%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$195K -$1.12M -34,493 -84%
BIA
78
Bell Investment Advisors
California
$188K +$203K +6,266 New
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$163K +$161K +4,976 +1,030%
SFSG
80
Sound Financial Strategies Group
Mississippi
$103K -$1.62K -50 -1%
GWM
81
Geneos Wealth Management
Colorado
$99K -$1.3K -40 -1%
Wells Fargo
82
Wells Fargo
California
$59K -$3.08K -95 -5%
M
83
MOTCO
Texas
$58K – – –
IA
84
IFP Advisors
Florida
$57K – – –
CCM
85
Covington Capital Management
California
$57K +$61.5K +1,896 New
PFBT
86
Parkside Financial Bank & Trust
Missouri
$54K – – –
ST
87
Smithfield Trust
Pennsylvania
$36K – – –
CI
88
CX Institutional
Indiana
$22K +$24.4K +754 New
CWC
89
Carolinas Wealth Consulting
North Carolina
$20K +$324 +10 +2%
WAM
90
Worth Asset Management
Texas
$18K -$3.24K -100 -14%
VNA
91
Valley National Advisers
Pennsylvania
$16K +$17.7K +547 New
GIA
92
GHP Investment Advisors
Colorado
$15K +$15.9K +491 New
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$13K – – –
AF
94
Advisornet Financial
Minnesota
$6K – – –
GRP
95
Global Retirement Partners
California
$6K – – –
RG
96
Retirement Group
California
$6K +$6.81K +210 New
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$5K -$17.8K -548 -75%
HS
98
Horan Securities
United States
$5K – – –
AF
99
Allworth Financial
California
$3K – – –
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
1 2 3
4
5

IMTM Hedge Fund Activity: Q2 2022 in Review

103 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q2 2022, worth a combined $956M — up 7.3% from $891M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IMTM positions and 11 closed out — a net gain of 5 holders — while 41 added to existing stakes and 28 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $4.75M.

  • 103 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q2 2022, up from 99 in Q1 2022.
  • Funds reported $956M of iShares MSCI Intl Momentum Factor ETF stock for Q2 2022, up 7.3% quarter-over-quarter.
  • 16 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q2 2022 and 11 closed out, a net change of +5 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q2 2022 was Mercer Global Advisors, an estimated $103M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q2 2022 was Fidelity Investments, an estimated $4.75M sold.

Based on aggregated 13F filings for Q2 2022.