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iShares MSCI Intl Momentum Factor ETF
IMTM

139 hedge funds and large institutions have $2.59B invested in iShares MSCI Intl Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 5

61% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 33

26% more capital invested

Capital invested by funds: $2.06B → $2.59B (+$533M)

21% more funds holding

Funds holding: 115 → 139 (+24)

3.97% more ownership

Funds ownership: 124.69% → 128.66% (+4%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
139
Holders Change
+24
Holders Change %
+20.87%
% of All Funds
2%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
32
Increased
53
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$95.1M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$76M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$33M
4
SWM
Segment Wealth Management
Texas
+$9.64M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.56M

Top Sellers

1
Jane Street
Jane Street
New York
-$9.56M
2
Morgan Stanley
Morgan Stanley
New York
-$7.75M
3
1WM
1900 Wealth Management
Texas
-$3.72M
4
GOCP
Great Oak Capital Partners
Massachusetts
-$1.82M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
76
Avidian Wealth Enterprises
Texas
$509K -$72.5K -1,987 -13%
FPGK
77
Financial Partners Group (Kansas)
Kansas
$506K +$470K +12,893 New
BIA
78
Bell Investment Advisors
California
$492K -$4.96K -136 -1%
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$452K +$420K +11,519 New
Comerica Bank
80
Comerica Bank
Texas
$438K +$127K +3,492 +45%
SFS
81
Sowell Financial Services
Arkansas
$432K +$402K +11,023 New
IWC
82
Integrated Wealth Concepts
Massachusetts
$423K -$357K -9,800 -48%
SA
83
SpiderRock Advisors
Delaware
$416K +$394K +10,808 New
RJFSA
84
Raymond James Financial Services Advisors
Florida
$415K +$21.8K +599 +6%
HighTower Advisors
85
HighTower Advisors
Illinois
$399K -$201K -5,519 -35%
LWM
86
Lodestone Wealth Management
Washington
$377K – – –
QCM
87
QRG Capital Management
Illinois
$376K +$349K +9,579 New
PVI
88
Pine Valley Investments
New Jersey
$362K -$7.44K -204 -2%
PCMC
89
Private Capital Management (Colorado)
Colorado
$355K +$57.8K +1,584 +21%
PCIA
90
Prime Capital Investment Advisors
Kansas
$345K -$43.3K -1,187 -12%
Franklin Resources
91
Franklin Resources
California
$328K +$305K +8,361 New
AL
92
ADE LLC
Maryland
$322K – – –
M&T Bank
93
M&T Bank
New York
$300K – – –
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$299K +$257K +7,045 +1,215%
SB
95
Strategic Blueprint
Georgia
$290K – – –
SWM
96
Seed Wealth Management
Illinois
$287K – – –
AA
97
Alesco Advisors
New York
$248K – – –
GPA
98
Guerra Pan Advisors
New Jersey
$247K -$6.13K -168 -3%
LA
99
LexAurum Advisors
Kansas
$241K -$2.3K -63 -1%
WCG
100
Weaver Consulting Group
California
$221K +$205K +5,625 New
2 3
4
5 6

IMTM Hedge Fund Activity: Q1 2024 in Review

139 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q1 2024, worth a combined $2.59B — up 26% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IMTM positions and 5 closed out — a net gain of 27 holders — while 53 added to existing stakes and 33 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $95.1M. The largest seller was Jane Street, cutting an estimated $9.56M.

  • 139 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q1 2024, up from 115 in Q4 2023.
  • Funds reported $2.59B of iShares MSCI Intl Momentum Factor ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 32 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q1 2024 and 5 closed out, a net change of +27 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $95.1M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q1 2024 was Jane Street, an estimated $9.56M sold.

Based on aggregated 13F filings for Q1 2024.