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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

109 hedge funds and large institutions have $1.73B invested in iShares MSCI Intl Momentum Factor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
109
Holders Change
+9
Holders Change %
+9%
% of All Funds
1.72%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
13
Increased
45
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$429M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$441M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$435M
4
Jane Street
4
Jane Street
New York
$8.58M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$14.2M

Top Sellers

1
PFA
1
Professional Financial Advisors
Nebraska
$912K
2
1WM
2
1900 Wealth Management
Texas
$13.3M
3
MWP
3
Meredith Wealth Planning
Illinois
$9.3M
4
LWM
4
Lodestone Wealth Management
Washington
$535K
5
RJA
5
Raymond James & Associates
Florida
$9.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
76
Seed Wealth Management
Illinois
$246K 7,400 – –
M&T Bank
77
M&T Bank
New York
$221K 6,648 +87 +1%
LA
78
LexAurum Advisors
Kansas
$219K 6,597 +6,597 New
AA
79
Alesco Advisors
New York
$210K 6,325 – –
SWM
80
Segment Wealth Management
Texas
$207K 6,244 – –
OPWM
81
Oxinas Partners Wealth Management
Indiana
$205K 6,174 +6,174 New
RJFSA
82
Raymond James Financial Services Advisors
Florida
$203K 6,105 -985 -14%
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$177K 5,338 +5,015 +1,553%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$162K 4,893 -93 -2%
Wells Fargo
85
Wells Fargo
California
$98.3K 2,961 +1,952 +193%
SFSG
86
Sound Financial Strategies Group
Mississippi
$91.8K 2,766 -75 -3%
UB
87
UMB Bank
Missouri
$69.7K 2,100 – –
GWM
88
Geneos Wealth Management
Colorado
$64.3K 1,937 – –
M
89
MOTCO
Texas
$63.8K 1,923 – –
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$59.6K 1,795 -175 -9%
GT
91
Glenmede Trust
Pennsylvania
$59.5K 1,842 – –
ST
92
Smithfield Trust
Pennsylvania
$42K 1,215 – –
EW
93
Element Wealth
Mississippi
$37.1K 1,118 +423 +61%
US Bancorp
94
US Bancorp
Minnesota
$34.1K 1,027 – –
CFGS
95
Concourse Financial Group Securities
Alabama
$22.8K 686 +100 +17%
VNA
96
Valley National Advisers
Pennsylvania
$19K 547 – –
IA
97
IFP Advisors
Florida
$13.9K 420 +45 +12%
CIR
98
Clear Investment Research
Georgia
$13.9K 418 +10 +2%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$13.9K 418 – –
OFG
100
Oxford Financial Group
Indiana
$13.6K 411 +411 New
1 2 3
4
5