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iShares MSCI Intl Momentum Factor ETF

151 hedge funds and large institutions have $2.84B invested in iShares MSCI Intl Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 46

6% more capital invested

Capital invested by funds: $2.69B → $2.84B (+$151M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1.01% less ownership

Funds ownership: 124.5%123.49% (-1%)

2% less funds holding

Funds holding: 154151 (-3)

Holders
151
Holders Change
-3
Holders Change %
-1.95%
% of All Funds
2.17%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
61
Reduced
46
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
Caprock Group
Idaho
$659K -$46.1K -1,180 -7%
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$622K +$133K +3,390 +28%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$615K -$178K -4,552 -23%
SA
79
SpiderRock Advisors
Delaware
$588K +$73.6K +1,882 +15%
ACA
80
Ackerman Capital Advisors
Texas
$547K -$14K -358 -3%
AA
81
Advisory Alpha
Michigan
$525K
Jane Street
82
Jane Street
New York
$491K -$2.86M -73,040 -86%
Comerica Bank
83
Comerica Bank
Texas
$491K +$38.6K +986 +9%
JP Morgan Chase
84
JP Morgan Chase
New York
$490K -$26.8M -685,724 -98%
LCM
85
Lazari Capital Management
California
$482K -$41.3K -1,055 -8%
PVI
86
Pine Valley Investments
New Jersey
$480K -$35K -895 -7%
SB
87
Strategic Blueprint
Georgia
$479K +$209K +5,333 +82%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$448K -$6.76K -173 -2%
AQR Capital Management
89
AQR Capital Management
Connecticut
$419K +$406K +10,384 New
SWM
90
Seed Wealth Management
Illinois
$400K
HighTower Advisors
91
HighTower Advisors
Illinois
$381K +$31.6K +807 +9%
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$379K +$192K +4,910 +108%
FTS
93
Fifth Third Securities
Ohio
$345K -$17.6K -449 -5%
Stifel Financial
94
Stifel Financial
Missouri
$333K +$12.6K +323 +4%
GIA
95
Gladstone Institutional Advisory
Florida
$323K +$430 +11 +0.1%
SCA
96
Snowden Capital Advisors
New York
$323K +$313K +8,000 New
Cerity Partners
97
Cerity Partners
New York
$312K -$97.4K -2,491 -24%
Creative Planning
98
Creative Planning
Kansas
$309K +$26.2K +669 +10%
BIA
99
Bell Investment Advisors
California
$309K -$187K -4,770 -38%
M&T Bank
100
M&T Bank
New York
$309K

IMTM Hedge Fund Activity: Q3 2024 in Review

151 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q3 2024, worth a combined $2.84B — up 5.6% from $2.69B a quarter earlier.

Fund positioning in IMTM was balanced in Q3 2024: 19 funds opened new positions, 19 closed out, 61 added to existing stakes and 46 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $50.3M. The largest seller was JP Morgan Chase, cutting an estimated $26.8M.

  • 151 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q3 2024, down from 154 in Q2 2024.
  • Funds reported $2.84B of iShares MSCI Intl Momentum Factor ETF stock for Q3 2024, up 5.6% quarter-over-quarter.
  • 19 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q3 2024 and 19 closed out, a net change of 0 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q3 2024 was Mercer Global Advisors, an estimated $50.3M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q3 2024 was JP Morgan Chase, an estimated $26.8M sold.

Based on aggregated 13F filings for Q3 2024.