iShares MSCI Intl Momentum Factor ETF
IMTM
103 hedge funds and large institutions have $1.77B invested in iShares MSCI Intl Momentum Factor ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 15 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 28
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
2% more capital invested
Capital invested by funds: $1.73B → $1.77B (+$37.7M)
0.96% more ownership
Funds ownership: 119.92% → 120.88% (+0.96%)
6% less funds holding
Funds holding: 109 → 103 (-6)
33% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$81.3M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$31.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.3M |
| 4 |
FCT
Family Capital Trust
Peabody,
Massachusetts
|
+$8.2M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$14.2M |
| 2 |
Jane Street
New York
|
-$8.58M |
| 3 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
-$4.09M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.34M |
| 5 |
ACA
Atlas Capital Advisors
Jackson,
Wyoming
|
-$944K |
IMTM Hedge Fund Activity: Q3 2023 in Review
103 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q3 2023, worth a combined $1.77B — up 2.2% from $1.73B a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of IMTM and 10 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 46 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $81.3M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $14.2M sold.
- 103 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q3 2023, down from 109 in Q2 2023.
- Funds reported $1.77B of iShares MSCI Intl Momentum Factor ETF stock for Q3 2023, up 2.2% quarter-over-quarter.
- 10 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q3 2023 and 15 closed out, a net change of -5 holders.
- The largest iShares MSCI Intl Momentum Factor ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $81.3M added.
- The largest iShares MSCI Intl Momentum Factor ETF seller in Q3 2023 was Janney Montgomery Scott, an estimated $14.2M sold.
Based on aggregated 13F filings for Q3 2023.